Broadcom just posted AI chip growth that dwarfs nearly every semiconductor result this year, yet the stock sold off anyway. The real question is whether the market priced in the wrong number entirely.
Nvidia is reportedly spending billions to acquire a platform that built its reputation by giving everything away for free, and the biggest threat this deal is meant to neutralize comes from Nvidia's own best…
A federal judge confirmed Google runs an illegal monopoly in ad tech, then refused to break it up anyway. What that contradiction means for Alphabet investors depends entirely on what comes next.
A semiconductor industry veteran who survived decades of brutal boom-and-bust cycles is calling an end to that era forever, but buried inside his optimism sits a warning about memory capacity that quietly cuts against…
Dell's 16% single-day surge gave one market strategist the proof he needed that AI spending is grounded in fundamentals, not hype. But a closer look at the margins hiding beneath that record backlog tells…
Microsoft just pulled Azure out from behind years of bundled reporting, and what the numbers reveal about its real competition changes the entire investment thesis for MSFT shareholders.
Goldman Sachs wants the Fed to hike again while Citi calls for three cuts starting in October, and the gap between those two forecasts could quietly drain hundreds of dollars a year from your…
Jensen Huang calls NVIDIA's $3.5 billion MediaTek investment anything but circular, but the ten-year horizon buried in his explanation points to a competitive pressure he is not saying out loud.
Elon Musk told G20 leaders that AI and robotics will add up to $30 trillion a year to the global economy, naming a specific deadline. The supply chain constraints binding even NVIDIA suggest the…
Jim Cramer called the September market open unholy, rattled off geopolitical chaos, and then named exactly one stock worth buying above $200. Whether the fundamentals behind that call survive the noise is a harder…
Dell just posted the largest AI order quarter in enterprise hardware history, yet shareholders sent the stock lower. The reason buried in the earnings report explains everything about whether this AI boom actually pays.
A Chinese AI lab nobody on Wall Street watches just reported revenue growing at more than twice the pace of its research spending, and the implications land squarely on the three American chipmakers holding…
Anthropic just signed a $35 billion computing obligation against money it has not yet raised, and the analyst watching the deal says an IPO is the only way out. The implications for NVIDIA, which…
Someone just walked away from $36 million in Microsoft call spreads that still had over a year to pay off, and the question is whether that exit reveals doubt about where the stock goes…
Jim Cramer wants Nvidia to announce the largest share repurchase in corporate history, and his valuation argument is harder to dismiss than his collateral logic deserves to be.
Sundar Pichai promised a flagship AI model in June, prediction markets already declared it dead by August, and Google just shipped something else entirely. What that substitution reveals about DeepMind's internal chaos and Alphabet's…
John Ternus steps into the CEO role at Apple with the stock near a record high, but the hardware event eight days away demands something far harder than a good quarter: a convincing answer…
Employer coverage of GLP-1 drugs is collapsing heading into 2027, but the FDA just gave Eli Lilly a specific piece of ammunition that could change the conversation in payer meetings for at least one…
The Justice Department just hit KKR with the largest premerger penalty in history, and the firm's lawyers may end up wishing the story ended there.
SpaceX is now publicly traded and sitting just outside the reach of the world's largest ETF, and the rulebook keeping it out raises real questions about what VOO holders should do while they wait.
