Nvidia is writing a check to fund a company that turns around and buys Nvidia chips, and Jensen Huang sees nothing circular about that arrangement. Whether Perplexity's explosive revenue growth justifies a $30 billion…
Apple just laid off over 100 people from Siri and machine learning teams while simultaneously betting its future on a rebuilt Siri that has already missed its own reliability bar once. Whether this is…
Nvidia's data center customer list is changing fast, and the new buyers look nothing like the hyperscalers who built the company's dominance. Whether that signals genuine strength or a subtler kind of risk depends…
Elon Musk just promised Nvidia data centers in orbit by 2027, but SpaceX's own SEC filing told a very different story to regulators just three months ago, and the gap between those two timelines…
OpenAI's new chip posted a stunning benchmark win against Nvidia hardware drawing nearly twice the power, yet the same announcement contained a sentence that no Nvidia replacement story can explain.
Jim Cramer went on air to complain about Jensen Huang, but his complaint was not that anything went wrong. It was that nothing did, and that distinction points to a tension inside Nvidia that…
Jim Cramer called Netflix a falling knife worth catching, but the chart tells a different story about when that window actually opened and whether retail viewers are hearing advice that already expired.
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…
Stanley Druckenmiller trained Scott Bessent in the art of macro investing, which makes his public attack on Bessent's bond buyback program something bond investors cannot afford to dismiss as a political quarrel.
Jim Cramer just handed data center operators a two-part escape plan from American zoning boards, and the cheaper half will probably win out over the smarter one.
A single wire report about a government cash account nobody was watching sent AMD, Marvell, and Micron surging overnight, and the reason explains exactly why the same trade can unwind just as fast.
Most AI ETFs shuffle the same semiconductor stocks around, but one fund takes a completely different approach that could keep growing even if the entire AI rally collapses. The answer has nothing to do…
Jim Cramer says Tim Cook told him directly that iPhone prices are heading up, and the only fix runs straight through a supplier U.S. trade policy is working hard to cut off.
Trump's January 1 deadline gives GM and Ford just four months to rethink supply chains that took decades to build, and a little-known legal wrinkle could make the whole tariff structure collapse before either…
A union vote failed by just 25 ballots at the world's dominant HBM supplier, and the reason workers walked away reveals a concentration risk that every investor in the AI memory trade should understand.
Snowflake reports September 2 with shares near all-time highs and a beat already baked into the price, so the real question is whether AI agent activity on its platform reflects paid production workloads or…
Most early retirees freeze when they picture pulling $60,000 from a portfolio they spent years building, but the fear is based on a misunderstanding of how withdrawals actually work. One popular fix sounds smart…
Someone just sold $202 million in gold call options after the metal's biggest monthly surge since 2008, and the headline reading of that trade tells a very different story than the actual position does.
Nvidia just warned its biggest customers to brace for a steep price jump on next-generation AI servers, and that threat hands at least two rivals a rare opening to capitalize on the fallout.
Dell shares have surged nearly 250% this year on the back of massive AI orders from SpaceX and CoreWeave, but Tuesday's earnings report may reveal whether that rocket was built on a foundation the…
