NVIDIA has minted fortunes once before, and its latest earnings suggest the AI hardware machine is still accelerating. But ballooning supply commitments, margin pressure, and a China-shaped hole in its revenue raise…
Invesco offers two funds tracking the exact same Nasdaq-100 stocks with the same management team, yet one of them quietly drains thousands of dollars from a long-term investor's portfolio. Knowing which ticker…
AMD just posted its biggest AI revenue surge in years and already has a massive GPU deal with OpenAI, yet the stock has been sliding for a month. The path to $700…
Vandita Jadeja Nancy Pelosi's husband quietly built a multimillion-dollar stake in a fuel-cell company weeks before a major index announcement sent its stock soaring. Whether that timing reflects brilliant research or something more raises…
Nvidia just crossed $5 trillion in market cap and posted triple-digit revenue growth, yet analysts argue the most powerful catalyst for the stock has not even hit full stride yet.
AMD just announced a workstation that could pull sensitive AI workloads out of the cloud entirely, and the buyers it has in mind reveal exactly who stands to lose the most.
Chris Lange AMD just crushed its AI earnings and the stock dropped anyway, leaving investors staring at a stock that may be deeply mispriced heading into 2027. The case for a 53% run from…
Vandita Jadeja Jensen Huang calls it a full-stack AI factory platform, not a chip company, and that distinction is reshaping where billions in hyperscaler spending actually land across five companies fighting over the same…
AMD and NVIDIA both posted explosive AI quarters, but they are betting on opposite visions of how the AI economy will actually be won. One of those visions fits the next phase…
AMD is posting explosive AI growth, but one rival is quietly locking in the same hyperscaler customers through a strategy that could shrink AMD's market before anyone notices the ceiling.
Huawei's best AI chip cannot keep pace with Nvidia hardware that is already three generations old, and the gap is widening faster than most investors realize.
A blowout jobs report pushed September rate hike odds past 60%, which should have hammered high-multiple chip stocks. Instead, the semiconductor complex ran straight into the headwind and left the rest of…
ARK Invest just loaded up on a rocket company trading at a fraction of SpaceX's valuation, and the timing raises a pointed question about whether the recent selloff is a warning sign…
Jim Cramer called it both offensive and defensive, but the two halves of the Hugging Face deal are not equally interesting, and the one that actually moves the stock is the one…
One number buried in NVIDIA's latest earnings report tells you everything about whether this company has real pricing power or just a lucky streak, and most investors scroll right past it.
