Super Micro Computer (SMCI) is one of Monday's biggest winners on Wall Street, surging more than 19% after GF Securities upgraded the AI server maker from hold to buy — and set a one-year price target of $48 per share. Even after the day's big move, that target implies an additional 35% upside from current levels. For investors who have watched Supermicro yo-yo over the past year, this upgrade carries a specific catalyst worth understanding. GF Securities' analysts see Supermicro as a direct beneficiary of SpaceX's accelerating AI spending. SpaceX, which went public earlier this month in one ...

Bank of America's technical strategists issued a fresh warning to clients Monday: the Nasdaq 100's rally has stretched too far, too fast, and the risk-reward balance for tech stocks is deteriorating. The Nasdaq 100 broke above 30,000 recently, but BofA says the index has moved beyond expectation and warns that the 14-week Relative Strength Index has hit overbought territory, a classic signal that upward momentum is running low on fuel. The bank's strategists are telling clients it is time to start managing risk of a pullback rather than chasing new highs.The warning comes with specific numbers...

Treasury yields surged Monday, pushing the 2-year note to its highest level since February 2025 as investors braced for critical inflation data later this week and digested the Federal Reserve's increasingly hawkish signals. The 2-year yield climbed nearly four basis points to 4.217%, while the benchmark 10-year yield rose four basis points to 4.491% and the 30-year bond reached 4.932%. Bond prices fell across the board, reflecting growing market anxiety ahead of Thursday's personal consumption expenditures (PCE) report, the Fed's preferred inflation gauge.Multiple forces are pushing yields hi...

Alan Greenspan, the Federal Reserve chairman who presided over the longest peacetime economic expansion in U.S. history and coined the phrase "irrational exuberance," died Monday at his home in Washington, D.C. He was 100 years old. His death was confirmed by his wife, NBC News anchor Andrea Mitchell, who said he passed from complications of Parkinson's Disease. The Fed said it was "deeply saddened" and credited Greenspan's "contributions to monetary policy and economic thought" as leaving a "lasting mark on this institution."Greenspan was appointed Fed chairman by President Ronald Reagan in 1...

CME Group (NASDAQ: CME) has had a rough month — down 17% in 30 days — and Wall Street analysts now think the selloff has gone too far. Keefe, Bruyette & Woods upgraded the exchange operator to Outperform from Market Perform on Thursday, maintaining its $305 price target. At Wednesday's close, that target implies 21% upside. The call is a direct counter to the bearish narrative that has hammered CME shares: concern about the company's push into perpetual futures contracts and its escalating regulatory battle with the Commodity Futures Trading Commission. KBW analyst Chris Allen argued in a...

Nvidia has been one of the defining stocks of the AI era, but it has actually lagged some peers in 2026 — up just 12% year to date while AMD has more than doubled. That gap could be about to close. JPMorgan strategist Tarek Hamid published a note arguing that the next phase of AI capital spending will increasingly favor chips over physical infrastructure, and Nvidia is the single biggest beneficiary of that shift. The logic is compelling. Data centers, power plants, and networking hubs built during the first wave of AI infrastructure can last 20 to 30 years. Graphics processing units (GPUs), ...

A small nuclear energy company just landed a high-profile Wall Street endorsement — and the timing couldn't be more relevant. Roth Capital Partners initiated coverage of Nano Nuclear Energy (NASDAQ: NNE) with a Buy rating and a $45 price target on Wednesday, implying roughly 60% upside from the stock's Thursday close. The catalyst is straightforward: artificial intelligence is consuming electricity at a pace the grid wasn't built to handle, and nuclear is emerging as the answer. Analyst Craig Irwin pointed to Nano's KRONOS micro-modular reactor (MMR) as the key differentiator. The KRONOS is d...

Mastercard has quietly launched one of the most consequential financial infrastructure products in years. On June 10, the payments giant unveiled Agent Pay for Machines — AP4M — a payments infrastructure platform built not for humans, but for AI agents. With 31 launch partners including Coinbase, Stripe, and Cloudflare, AP4M is the first tier-one payments network infrastructure designed specifically for autonomous AI-to-AI commerce, capable of processing micropayments worth fractions of a cent at machine speed. Amazon's Rufus can now buy things on your behalf. OpenAI's ChatGPT has a checkout b...

SpaceX stock has given back most of its post-IPO gains in just two trading days, and the average investor who bought shares in the open market after its blockbuster June 12 debut is now barely breaking even. Shares fell 3.6% Thursday to $184.98, putting the stock's five-day volume-weighted average price (VWAP) at $181.71 — meaning the typical post-IPO buyer is sitting on minimal gains, if any. The stock rocketed from its $135 IPO price to an intraday peak above $225 in the first two sessions, briefly pushing SpaceX's market cap toward $3 trillion before the sharp reversal began.The pullback re...

The Japanese yen breached 161 per U.S. dollar on Thursday, June 19 — its weakest level since July 2024 and dangerously close to a 40-year low not seen since 1986. If the yen pushes past 161.96, it will mark the weakest the currency has traded in four decades, triggering fresh speculation that Tokyo will intervene in currency markets for the second time in weeks. The sharp depreciation is rattling global investors and reigniting questions about carry trades, emerging market stability, and the durability of the dollar rally.The scale of Japan's intervention efforts is striking. Japan's Finance M...