Nvidia just posted numbers that suggest an unbreakable grip on AI infrastructure, yet AMD's biggest customers are quietly placing gigawatt-scale bets on a rival platform. What that split reveals about who actually…
Cerebras stock collapsed 40% from its May peak on a single bad earnings report, yet Wall Street analysts refuse to cut their targets. Here is why the gap between price and conviction…
Wall Street is making bold moves Tuesday, upgrading AMD and shaking up fintech names like Klarna and Shift4 while fresh initiations hit Fortune Brands and Jersey Mike's. Find out which stocks analysts…
HSBC just blew up the consensus on Intel with a price target that towers above every other analyst on the Street, and it landed right as the stock shed 15% in a…
One of the largest mutual funds on earth charges almost nothing to own, but the structure hiding behind that bargain price tag creates a real tax problem that most investors never see…
Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do…
Bears insist smarter AI agents will shrink the GPU compute bill, and that argument sounds reasonable until you do the math on what an agent actually burns per task.
Nvidia is growing revenue at 85% annually yet its valuation multiple tells a different story than most investors expect. Before writing off NVDA as overpriced, the forward PEG ratio raises a question…
The dominant AI chip names have all pulled back sharply in August even as their latest earnings painted a picture of demand growing faster than supply. Before two pivotal earnings reports reset…
AMD just posted its best quarter ever while Nvidia shipped its way toward a trillion-dollar runway, and now every hyperscaler has to decide whether a credible second source is worth betting on.
SpaceX just handed NVIDIA a high-profile win by locking in 20% of its next platform, leaving AMD without a flagship logo at the worst possible moment. The real question is whether this…
NVIDIA reports after the close on August 26, and the setup heading into that print is unlike anything the stock has seen in years. Here is why analysts, prediction markets, and booked…
AMD has surged 117% this year on AI infrastructure spending, yet shares just pulled back sharply while Wall Street scrambles to catch up to what CEO Lisa Su revealed on the earnings…
Marvell's AI infrastructure business just posted record data center revenue and management keeps raising its multiyear outlook, yet the stock still sits well below its 52-week high. Here is what the numbers…
Google just handed Marvell a $12.2 billion equity-linked custom-chip deal, and Broadcom shareholders are left wondering how much of their AI revenue story walked out the door with it.
