AMD vs. Nvidia: Is AMD Finally Closing the AI Gap?
AMD just posted its best quarter ever while Nvidia shipped its way toward a trillion-dollar runway, and now every hyperscaler has to decide whether a credible second source is worth betting on.
Archive
Year: 2026
All Year: 2026 Articles
Newest first · Page 157
AMD Lost SpaceX to Nvidia. Is Its AI Challenge Already Falling Apart?
SpaceX just handed NVIDIA a high-profile win by locking in 20% of its next platform, leaving AMD without a flagship logo at the worst possible moment. The real question is whether this signals a…
Tesla Rallies 4% on Europe Semi Launch and Las Vegas Robotaxi Permits, Uber Ticks Up
Tesla is surging while two other companies that got the exact same regulatory approval barely moved, and a safety crisis in its most important overseas market is somehow not slowing the rally down.
Medicare Negotiated Ozempic Down to $274 for 2027. Her Part D Plan Still Sets the Copay.
Medicare's drug price negotiation made headlines, but the number getting passed around tells only part of the story for people actually filling that prescription at the pharmacy counter.
Trump’s 90-Day Inflation Band-Aid: Why His Beef Tariff Pause Won’t Help Consumers
Trump's 90-day beef tariff pause promises relief at the grocery store, but the cattle biology and market forces quietly working against it could make the cure worse than the disease.
Marvell’s $12.2 Billion Google Deal Changes the Bull Case for MRVL Stock
Google just handed Marvell a $12.2 billion validation of its custom chip ambitions, but the warrant's fine print reveals something far more significant than a supply deal, and it reshapes who actually controls Marvell's…
Walmart Beat Earnings and Raised Guidance. So Why Did the Stock Crash?
Walmart beat estimates, raised guidance, and watched its stock crater 9% anyway. The reason buried in the CFO's comments explains why the quarter's biggest win may actually set up a painful Q3.
AI Is Now Attacking at Machine Speed, and This CEO Says That Changes the Case for Cybersecurity Stocks
A top global tech CEO just declared that machine-speed attacks have made human-speed defense obsolete, and that single claim reshuffles which cybersecurity vendors survive the AI era and which ones quietly become irrelevant.
How a 76-Year-Old Collects $5,600 a Month From Just Two Funds: JEPQ and VYM
Two funds, one enormous monthly check, and a retirement math problem most people never bother to solve until the money runs out. Getting the split right separates a portfolio that lasts from one that…
This Stock Could Be a Major AI Winner Through 2027. What’s It Worth?
Micron has turned memory into one of the purest AI plays on the market, with revenues exploding and $100 billion in locked-in contracts, but whether the stock still has room to run or has…
USA Rare Earth Rises 8%, Critical Metals Jumps 10%, MP Materials Climbs 5% as the Resource Sector Catches a Bid
Critical minerals stocks are surging while the broader market barely twitches, and the forces driving the move have less to do with company news than with a shift happening deep inside the bond market…
There Are Two SPY ETFs Now, and You Probably Own the Wrong One
State Street quietly renamed a flagship ETF and gave it a ticker that looks almost identical to the world's most famous fund, and the fee difference between the two could reshape how millions of…
IREN Jumps 6% but Then Gives Up Gains as Microsoft Accepts Horizon 1; TeraWulf Ticks Up, Cipher Digital Drops 5%
Microsoft just signed off on a Texas data center that could flip IREN's bear case upside down, but the stock gave back its entire 6% surge within the first hour of trading. Here is…
DZ Bank Tells Clients To Sell SpaceX. Sees Stock Falling To $100.
A major German bank just issued a rare public bear call on one of the most hyped stocks of 2026, warning of crash risk in its valuation orbit as a flood of new shares…
Moderna Rallies 8%, BioNTech Climbs 4% as the mRNA Trade Whipsaws for a Third Session
Moderna has now swung violently in both directions for three straight sessions on the same unchanged clinical news, and the options chain hints at why this whipsaw is far from over.