Nvidia guided to 70% revenue growth and the stock jumped, but a KeyBanc analyst revealed the real demand figure is significantly higher, and understanding why the company cannot meet it changes everything…
Omor Ibne Ehsan Jim Cramer spent Tuesday questioning Nvidia's biggest strategic moves, then reversed course Wednesday with one of his most bullish calls in years. Here is what changed his mind.
Amazon is surging 4% on a massive GPU expansion deal with the very chip supplier that is simultaneously sinking 4% on the same news. The split tells a story about where Wall…
Alphabet and NVIDIA both just reported blockbuster earnings, but two legitimate ways of measuring profit point to opposite winners. The answer hinges on whether a massive paper gain from a single private-company…
Bears spent months building a case that AI would hollow out Salesforce and eventually topple Nvidia, and then a single earnings night arrived and put both arguments on trial at once.
More than 100 companies just signed an open letter warning that AI-powered cyberattacks will arrive sooner than governments are ready for, and the list of who signed it raises as many questions…
Both NVIDIA and Palantir crushed earnings, raised guidance, and rode the same AI wave to triple-digit growth. But when two stocks tell the same story from opposite ends of the stack, only…
Trump praised Micron as one of the world's hottest companies the day after Nvidia revealed a staggering jump in memory purchase commitments, and the timing raises questions about who stands to benefit…
Nvidia posted the kind of revenue numbers that silence critics, yet something inside the balance sheet quietly swallowed tens of billions in cash. The explanation touches on extended payment terms, $279 billion…
Omor Ibne Ehsan Nvidia and Broadcom both rode the AI infrastructure wave to record quarters, but reading their earnings calls back-to-back exposes two very different bets investors are quietly underwriting. One faces a threat from…
Marvell just posted record Data Center numbers and raised its outlook, yet the stock is getting crushed in early trading. The culprit is a massive Google AI deal that Wall Street wanted…
NVIDIA just posted triple-digit growth and Apple called its strongest June quarter ever, but only one of them will hold the largest market cap on earth when Q3 closes. The gap is…
Every quarter, one semiconductor company keeps outgrowing its own guidance while quietly locking in partnerships that look less like vendor contracts and more like infrastructure ownership. Here is why the buy button…
NVIDIA's blockbuster earnings sent shockwaves through tech on Thursday, but Wall Street analysts were busy reshaping the landscape elsewhere, issuing a flurry of upgrades, downgrades, and fresh initiations across energy, crypto infrastructure,…
Hock Tan engineered a semiconductor company that profits whether hyperscalers bet on GPUs or custom silicon, and the demand already booked stretches years into the future. Here is why that structure keeps…
