A single quarter-point rate hike just wiped out hundreds of billions in NVIDIA's market value, and the forces behind that move are only getting more entangled with the AI buildout's financing structure.
Intel's stock has surged over 250% in a year, NVIDIA just took a $5 billion stake, and the CEO is calling it the strongest revenue growth in fifteen years. So why does…
Semiconductor names are surging Monday as investors reprice the CPU demand thesis. Meta Platforms (NASDAQ:META | META Price Prediction) and its Muse artificial intelligence agent are driving the move, signaling that inference…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are rising Monday morning after a supply-chain report indicated AMD has notified partners of a 10% price increase planned for the fourth…
AMD has surged 254% in a year and just posted triple-digit Data Center growth, yet our price target sits below the current stock price. One segment either justifies the valuation or exposes…
China headlines, a tech selloff, and a $279 billion supply commitment that could go sideways if AI demand fades: here is why one investor keeps adding to Nvidia anyway.
XLK markets itself as diversified large-cap tech exposure, but a closer look at the holdings reveals a chip bet so large that even a quarterly rebalance may do nothing to shrink it.
AMD just posted the most consequential quarter in its history and Lisa Su says the company is tracking ahead of its own targets, yet the stock sits 5% below its peak with…
Vandita Jadeja Most semiconductor ETFs bury foundry exposure under layers of chip designers, equipment makers, and memory producers, which is exactly the problem a new fund called AIFR is built to fix. Whether its…
Recently, Jim Cramer interviewed OpenAI’s CFO Sarah Friar, noting that both OpenAI and Anthropic had backed calls to slow development on the most powerful AI models so safety protocols could catch up.…
QQQ turned $100,000 into a million dollars faster than most retirement plans dare to model, but the math depends entirely on which decade you believe comes next.
Jim Cramer opened a recent Mad Money segment by focusing on the companies driving the AI buildout. “Trust, once destroyed, is very hard to restore,” he said. While referencing OpenAI and Anthropic’s…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) is leading a third consecutive session of gains for semiconductor stocks, with AMD stock up 7% to $548.76 in Thursday afternoon trading. The move…
Broadcom just posted its ninth consecutive earnings beat and guided AI revenue up 236% year-on-year, yet the stock keeps sliding while the rest of the sector holds firm. One top analyst thinks…
Marvell's stock has cratered even as its AI data-center business posts record numbers and analysts pile on upgrades, and one KeyBanc analyst is drawing a very different conclusion from the selloff than…
