Analog Devices just spent up to $200 million to put AI decision-making inside robots and pacemakers, bypassing the cloud entirely. Whether that bet makes ADI the next great AI hardware winner depends on a…
Micron just signed binding contracts covering years of memory supply at guaranteed floor prices, and analysts are pointing to a forward earnings multiple that makes the trillion-dollar valuation look cheap. The bear case, though,…
OpenAI just disclosed a Samsung chip partnership, and investors are already punishing Broadcom stock for it. But the key question nobody is asking is whether Samsung actually took anything Broadcom had.
Applied Materials CEO Gary Dickerson showed up to a Goldman conference with customer order books stretching years into the future, and the peers corroborating his story make the bullish case harder to dismiss than…
Call options on Oracle are trading richer than puts ahead of earnings, a pattern that almost never happens without a reason. Whether that reason reflects genuine conviction or a quirk of derivatives flow changes…
IonQ's CEO used investor day to warn that encryption breaks in 2028 and quantum computing is about to slipstream into every corporate research program. The stock fell anyway, and the gap between that pitch…
John Ternus opened his first Apple keynote with a folding iPhone, then made a quieter decision that signals a fundamentally different company than investors have owned for the past decade.
Jim Cramer raised a question on air that every Amazon investor should be asking right now: if the US debt market is big enough, why did the company just fly to London to raise…
A Wells Fargo analyst says SpaceX's wireless push will hurt carriers far less than investors fear, and the real beneficiaries may surprise anyone who assumed satellite and towers compete rather than cooperate.
Chime just agreed to buy the bank it has been renting for years, and the move promises cheaper funding and cleaner economics while dragging the fintech into a world of capital requirements and federal…
Intel's stock has surged to levels that leave Wall Street's analyst community unmoved, and the gap between what traders are betting on and what the fundamentals actually show keeps widening in ways that matter.
OpenAI's chief scientist just published a warning about bioweapons and grid attacks caused by the very technology his employer shipped this week, and the sharpest question it raises is what that contradiction means for…
Jim Cramer watched a parade of fintech and blockchain listings ring the opening bell and walked away unimpressed, pivoting instead to a quiet incumbent that just crossed a milestone most new listings can only…
Jim Cramer says GE Aerospace just made a move that flips its entire post-Culp playbook on its head, and he thinks the market is only beginning to price in what a defense-focused supply chain…
Jim Cramer called Qualcomm's latest partnership deal "something special" for a stock that has been treading water, but whether Wall Street agrees depends on a series of execution checkpoints that begin this December.
A top chip analyst just went on national television to argue that memory prices will punish even Apple for years, and the supply data behind that call points to one name printing money on…
Corning just locked in a supply deal with Verizon that stacks on top of agreements already signed with Meta, Amazon, and NVIDIA, and the market is treating the two sides of this transaction very…
A veteran of Google and Microsoft engineering just called out the AI industry for celebrating a definition of human-level intelligence that most humans would never recognize, and the financial stakes riding on that definition…
Washington just handed half a billion dollars to US battery companies, but industry insiders say the window to break China's grip on the supply chain is far shorter than the money implies, and Albemarle…
Craig Johnson sees the AI trade quietly abandoning its old leaders, and the bond market is the confession. Find out which industrial giant sits at the center of the rotation and what a move…
