Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to…
HPE and Snowflake report earnings the same night, forcing a direct choice between two very different bets on enterprise tech. For retirement-focused investors, the gap between these two stocks runs much deeper…
A Taiwanese indictment named individuals tied to Super Micro and NVIDIA, but whether the companies themselves face liability depends on a legal distinction that sent one stock soaring 8% while the broader…
Nvidia grabs the AI headlines, but a 69% gain over the past year hints that a quieter networking giant may be capturing just as much of the buildout. The question is whether…
Taiwanese prosecutors just indicted employees tied to an AI server smuggling ring stretching from Taiwan to China through three transit countries, and one major US chip stock is taking a disproportionate hit…
Cisco just posted its fifth straight earnings beat and the stock has surged over 60% in a year, yet most investors still think of it as the old router company. The AI…
HP reports fiscal Q3 earnings on August 26, and three converging signals suggest retirement investors may be sleeping on one of the quieter setups in the market right now.
Everyone chasing AI gains is piling into chip stocks, but a quiet corner of the infrastructure trade just posted 757% server revenue growth and a backlog that stretches for years, and most…
A fresh DDR5 patent complaint at the International Trade Commission just wiped out a chunk of Super Micro Computer's massive weekly rally, yet the memory maker named in the same filing is…
Cisco just posted its strongest earnings surprise in years, yet the stock dropped sharply the next day. Whether that selloff is a warning sign or a rare entry point comes down to…
While flashier AI names grabbed headlines, Cisco quietly rewired itself for the infrastructure boom and just delivered numbers that stopped Wall Street's skeptics cold. The question now is whether the market has…
Super Micro's blowout earnings sent its stock surging and pulled Dell and Hewlett Packard Enterprise along for the ride, but a record backlog, a negative cash flow warning, and an open export-control…
Lenovo just posted a quarter so strong it sent rival hardware stocks surging across the board, but whether that momentum can rescue one laggard with serious unresolved baggage is a very different…
Jim Cramer sent paying subscribers a flurry of trade alerts on August 11 while publicly dropping enough clues about AI infrastructure plays to keep retail investors guessing. Here is what his free…
Morgan Stanley just upgraded HPE to Overweight after a stock run that most investors missed entirely, and the valuation argument for buying near a 52-week high is more complicated than it looks.
Gerelyn Terzo 
