Jones Trading started coverage of Applied Digital (NASDAQ:APLD) with a Buy rating, yet the data center operator is slipping in early trading. Applied Digital stock is down 6% to $24.70. That reaction shows peer…
Arm is dropping nearly twice as hard as its closest chip peers, and the reason goes well beyond inflation fears and profit taking. A $25 billion loan tied directly to Arm's share price gives…
Alphabet and Meta both poured tens of billions into AI data centers last quarter, but only one has customers writing checks in return. The gap between their payback stories is wider than the spending…
Both Cardano and XRP sit under $2, but one has lost nearly 70% of its value over the past year while the other commands ten times the market cap. Picking the wrong one before…
Palantir just posted its ninth straight earnings beat and triple-digit revenue growth, but its valuation sits at levels that make even bulls nervous. Here is what five years of holding the stock could realistically…
NVIDIA just posted one of the most staggering quarters in semiconductor history, but owning the chipmaker alone means betting everything on one side of a trade that has two very different ways to win.
Jensen Huang told CBS that AI data centers are actually lowering your energy bills, but some homeowners are watching their utility costs spike hundreds of percent as new facilities come online near them. His…
Jim Cramer built a bullish case for PepsiCo over two months, convinced investors had a rare entry point into a great American growth company. Then one morning he went on air and said four…
Meta's AI app just dethroned ChatGPT without outperforming it on a single benchmark, and the reason behind that upset has Wall Street rethinking what actually gives a tech giant an edge in the AI…