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NVIDIA just delivered its loudest quarter of the AI era, yet shares sit nearly 30% below their peak while B200…
AWS chief Matt Garman just posted something on X that stopped AI skeptics cold, and the suppliers quietly sitting on…
AMD, Micron, and Marvell have already posted triple-digit gains in 2026, but a summer pullback is raising a bigger question:…
Marvell Technology just dropped nearly 21% in a month, and one analyst with skin in the game is treating that…
The AI infrastructure trade has quietly rotated away from chips and toward the wires, switches, and optics connecting them, and…
Marvell collapsed 32% in a single month while 44 analysts refused to cut their targets, leaving a widening gap between…
A 24-year-old wunderkind turned a few hundred million dollars into a $45 billion AI hedge fund in under two years,…
Rambus just beat earnings on every single line and still cratered more than 14% over two sessions, leaving investors wondering…
NVIDIA just broke a key price floor on its worst week in months, yet one Wall Street analyst is pounding…
Optics stocks that soared triple digits this year are getting hammered Tuesday, and the reason traces back to a single…
Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark…
Every quarter the AI capex numbers get bigger, and one company collects a toll at nearly every layer of the…
Broadcom shed nearly 30% in a single month after a blowout earnings report, then roared back on a blockbuster chip…
Memory, GPUs, and custom silicon are all riding the same AI capex wave into 2028, but our factor model splits…
Two semiconductor giants are chasing the same hyperscaler dollars with radically different strategies, and only one can sustain its margin…
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