AMD has surged nearly 200% in a year, and the Helios GPU ramp is just getting started, but a stretched valuation and export policy risks mean the next move could break either way in…
A senior bank executive running real AI deployments just told CNBC that three years of pilots still haven't become scaled infrastructure, and she named 2027 as the year that needs to change. Her warning…
A federal rule quietly changed in 2024, and grandparents who still follow the old advice about 529 withdrawals are leaving serious money on the table without realizing it.
Microsoft just posted the biggest fiscal year in its history, yet the stock has gone nowhere for a year. A specific date and price target explain why that disconnect may be about to close…
Lucid unveiled what it calls America's most powerful three-row crossover on the same day its stock extended a brutal year-to-date slide, and investors appear to be reading the fine print of today's announcements very…
A fresh FCC ruling on foreign inverters sent one solar stock surging while its closest peers slid, and the divergence reveals exactly which companies stand to win or lose as Washington rewrites the rules…
China just unveiled domestic immersion DUV lithography systems, and semiconductor equipment stocks sold off hard, but the companies actually in the crosshairs may not be the ones investors are panicking about.
Lumentum is surging for a second straight session with no fresh catalyst behind the move, while its closest peers drift sideways or lower. That divergence between one red-hot stock and a quiet sector tells…
SK Hynix just published a technology roadmap that redraws where optics belong inside an AI system, and one company supplies nearly every component required to build it.
Super Micro Computer just secured a record-breaking backlog and guided to $72 billion in revenue, yet shares sit nearly 20% below where they traded a year ago. Something has to give, and the timeline…
Two humanoid-robot ETFs track the same explosive theme yet delivered wildly different results in 2026, and the gap comes down to one fundamental disagreement about how to bet on the robots actually getting built.
Plug Power is bleeding 5% on a day with no news while Bloom Energy holds steady and the hydrogen ETF actually ticks higher, and that split tells you something important about where the smart…
SpaceX just wound down Falcon 9 East Coast Starlink launches, and AST SpaceMobile is taking the brunt while Rocket Lab barely flinches. The split tells you something important about which space stocks actually carry…
A landmark legal settlement sent Meta stock climbing while Snap cratered 9% on the same day over the same issue, exposing a sharp divide in how courts and investors are treating the teen safety…
SpotGamma's Brent Kochuba says one specific number explains why tonight's Nvidia earnings report will move far more than just one stock, and the S&P 500 options market is already showing the strain.
