Both chipmakers crushed their earnings estimates, yet the same geopolitical pressure that wiped out billions for one barely registered for the other. Understanding why reveals something surprising about where real AI market…
AMD just posted blowout earnings and still cratered 9% after hours, but one Wall Street analyst sees that selloff as the setup for a gain most investors would dismiss as fantasy.
Micron has surged over 600% in a year while insiders quietly unload shares at the highs, yet analysts still see substantial room to run. Something in this picture does not add up,…
Jim Cramer is calling a special Investing Club session on semiconductors, and the timing is no accident. Chip earnings this quarter have split the sector into clear winners and laggards, and Cramer…
Three companies sit at the physical heart of the AI factory buildout, and each has posted explosive growth while raising guidance heading into fall. The question is whether their fundamentals justify the…
Wall Street is packaging AI infrastructure debt into products that could quietly enter the conservative sleeve of your retirement portfolio, and the fund label on that side of your account may not…
Gerelyn Terzo Wall Street is racing to turn raw compute power into a tradable asset class, but some investors warn that even the most ambitious financing package on record may leave the AI industry…
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…
Copper cables are choking AI clusters, and two optical companies just reported blowout quarters solving that problem in completely opposite ways. One bets on owning every layer of the stack, the other…
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…
CoreWeave just posted its first earnings beat as a public company and the stock surged nearly 20%, but a balance sheet carrying almost nine times more debt than equity raises a question…
Nvidia GPUs are no longer behaving like ordinary hardware, and Wall Street is building a $500 billion financial bet on that premise. But one crack in Nvidia's dominance could collapse the entire…
Rich Duprey Jim Cramer compared Nvidia GPUs to fine jewelry on Mad Money, and the analogy carries real financial weight for hundreds of billions of dollars in AI infrastructure deals where chip residual value…
Gerelyn Terzo Microsoft just signed off on IREN's first major AI data center, and NVIDIA piled on with a rare technical designation, sending shares surging. But with $5.8 billion in GPU purchases still ahead…
Michael Burry is pointing at a $770 billion AI spending wave and asking whether the money circling through hyperscalers, chip makers, and AI labs is creating real value or just the appearance…
Rich Duprey 
