Nvidia gets all the headlines, but the $700 billion AI infrastructure wave is lifting a much broader set of stocks -- and many investors are missing it. Microsoft, Amazon, Alphabet, and Meta are collectively expected to pour roughly $700 billion into AI data centers, networking equipment, chips, and power systems in 2026 alone. That spending is creating generational opportunities in companies most retail investors still overlook.Micron Technology (MU) is one of the clearest examples. Most investors still think of it as a cyclical memory-chip maker from Boise, Idaho. Wall Street now sees someth...

The Federal Reserve's June meeting is delivering more than a rate decision. For the first time in decades, investors are watching a new chairman -- Kevin Warsh -- potentially dismantle one of the most powerful signals on Wall Street: the dot plot. If he follows through, the entire way markets interpret monetary policy could change overnight.Warsh has been openly skeptical of forward guidance for years. At his Senate confirmation hearing in April 2026, he stated plainly: he does not believe in forward guidance and will not preview future decisions for markets. He went further, criticizing the d...

Wall Street's latest AI infrastructure pick isn't a chip designer or a hyperscaler. It's nVent Electric (NYSE: NVT), an electrical systems company that analysts at Melius Research say remains one of the cheapest ways to ride the AI data center buildout. Melius initiated coverage Tuesday with a Buy rating and a $214 price target — implying 27% upside from Monday's close — arguing that despite a massive 70% gain year-to-date, the stock still hasn't priced in the full opportunity ahead of it. Of the 15 analysts covering NVT, 14 carry a Buy or Strong Buy rating, per LSEG data — a rare degree of co...

The Iran peace deal is reshaping the global energy landscape faster than most investors expected. Brent crude futures briefly plunged below $80 per barrel on Tuesday — the first time the international benchmark has traded at that level since March — while West Texas Intermediate dropped as low as $76.02, a decline of nearly 6% on the day. The catalyst: reports that the U.S.-Iran memorandum of understanding, announced Sunday, will allow Iran to begin selling crude oil immediately once the agreement is formally signed. A formal signing ceremony is set for Friday in Geneva, with the Strait of Hor...

Rivian just laid off hundreds of employees — and the timing could not be more telling. The electric vehicle maker announced Tuesday it was cutting less than 2% of its workforce, targeting teams in service and customer operations, even as it officially began delivering its highly anticipated R2 SUV last week. The move highlights a fundamental tension at the heart of Rivian's story: the company is ramping up a critical new model while simultaneously bleeding cash and desperately trying to cut costs. The numbers are stark. Rivian lost $3.6 billion in 2025 and has never posted an annual profit in...

Nurix Therapeutics (NASDAQ: NRIX) is drawing serious Wall Street attention after Swiss pharma giant Roche signed an exclusive licensing and partnership deal worth up to $2.3 billion for Nurix's blood cancer drug bexobrutideg, known as bexdeg. The deal structure includes a $700 million upfront cash payment to Nurix — a massive balance sheet boost for a clinical-stage biotech — with the remaining $1.6 billion tied to development, regulatory, and commercial sales milestones. Roche's Deputy Chief Medical Officer Stefan Frings called bexdeg something that "could represent a major leap forward" in b...

Yum Brands (NYSE: YUM) announced Tuesday it is selling Pizza Hut to private equity firm LongRange Capital and Yum China for $2.7 billion, ending the pizza chain's troubled relationship with its parent company after years of underperformance. The deal caps off what has been a prolonged strategic struggle for Pizza Hut, which has steadily lost market share to rivals Domino's and Papa John's while grappling with rising delivery costs and changing consumer habits. For Yum Brands investors, the sale is a meaningful portfolio simplification that could unlock significant shareholder value in the quar...

SpaceX made a stunning debut on public markets, with shares rocketing more than 20% on Monday alone — one of the most explosive first-day moves for a major tech company in years. On Tuesday, the stock added another 3% in premarket trading, as investors continued to pile in on the back of CEO Elon Musk's ambitious growth projections. Musk said Sunday that SpaceX "might be able to reach approximately $1 trillion in revenue" by 2030, a statement that sent retail and institutional investors scrambling to get a piece of the company. SpaceX's valuation has vaulted into the stratosphere on the back ...

As technology stocks consolidate their AI-driven gains, institutional money is flowing into one of the most historically reliable signals of a healthy economy: transportation stocks. Analysts at Ritholtz Wealth Management flagged that transports have moved onto their “Best Stocks in the Market” list as of June 15 — a momentum screen covering 193 names ranked by relative strength. The rotation makes fundamental sense: the US-Iran peace deal is set to reopen the Strait of Hormuz, lowering fuel costs and easing global shipping bottlenecks that have pressured transport margins fo...

Kevin Warsh takes his first Federal Reserve press conference podium this Wednesday carrying something his predecessor Jerome Powell rarely had: the genuine trust of the sitting president. But Warsh’s first meeting as Fed chair is unlikely to deliver the immediate rate cut Trump has publicly demanded. With core personal consumption expenditures inflation running at 3.3% — well above the Fed’s 2% target — Fed funds futures show virtually zero probability of a cut at the June meeting. What Warsh brings instead is a sweeping internal reform agenda that could reshape how the...