Alphabet just posted strong earnings and the stock sold off anyway, but something brewing in Google's hardware labs may fundamentally change the economics of AI in ways most investors haven't priced in yet.
SpaceX is burning cash at a jaw-dropping rate to build data centers both on the ground and in orbit, and investors are getting nervous. Whether that spending buys a monopoly on the future of…
Vertiv just slid deep into bear market territory, yet analysts keep piling on buy ratings and eye-popping price targets. Here is why the cooling infrastructure giant's order backlog tells a very different story than…
Nvidia trades at a valuation not seen in seven years, yet the market keeps pricing it like a company past its prime. Here is why that bet looks dangerously wrong.
With the semiconductor sector deep in bear market territory, one chip name has taken a beating far worse than its peers, and a growing chorus of analysts thinks the market has it completely wrong…
AMD's two-day AI summit could jolt a sector that investors are losing their nerve on, but the real story has nothing to do with the chips everyone already knows are coming.
Jensen Huang is making a bold prediction about semiconductors that makes Michael Burry's AI bubble warnings look shortsighted, and the math behind his vision of trillions of AI agents could change how investors think…
Semiconductor stocks are getting crushed, but not every name in the space deserves the same fate. One chipmaker sits at such a critical chokepoint in the AI buildout that the entire sector rises or…
Mira Murati's startup just launched its first open-weight model with a 1-gigawatt Nvidia partnership behind it, and the timing puts serious pressure on closed-source labs riding high on premium pricing.
Warren Buffett finally broke his long resistance to tech stocks and quietly placed a major bet on Alphabet, but whether this late move can rival his legendary Apple trade depends on something the market…
SK Hynix just landed on Nasdaq carrying the biggest slice of the high-bandwidth memory market, but arriving at a moment when semis are getting punished raises a pointed question about whether this heavyweight is…
Nvidia holds the crown and a near-unbreakable moat, yet AMD shares have left Jensen Huang's juggernaut in the dust this year. The reason why comes down to a shift in the AI trade that…
Nvidia just pulled the curtain on a generative world foundation model built for robots, and most investors are completely missing what it signals about where the GPU giant is actually headed next.
SpaceX shares have cooled since their splashy debut, and a fresh IPO in the semiconductor space is stealing the spotlight. But one of these two newcomers carries far more explosive upside than the other,…
Broadcom just handed investors a rare discount while the rest of Wall Street chases flashier AI names, and at least one Morgan Stanley heavyweight thinks the crowd is making a serious mistake.
SpaceX is building data centers in orbit, and the partner positioned to profit most may surprise even the analysts watching Nvidia's every move.
Raymond James just slapped a jaw-dropping price target on SpaceX that implies a valuation larger than any company in history, and the bull case hinges on whether Elon Musk can pull off something that…
Oracle shares have shed more than half their value while the company doubles down on AI debt and a troubled flagship customer. The question now is whether this collapse represents a catastrophic mistake or…
Shares of Apple (NASDAQ:AAPL | AAPL Price Prediction) were stopped in their tracks when KeyBanc’s Brandon Nispel issued a downgrade to underweight from equal weight, citing valuation concerns. Indeed, it’s been quite a run…
Elon Musk just made his boldest claim yet about SpaceX's future worth, and Wall Street analysts are scrambling to figure out where fantasy ends and a legitimate price target begins.
