NVIDIA and Dell are both surging on separate catalysts today, but the chip sector fund is barely moving, and that split reveals something important about where the real AI buildout money is…
Intel has staged one of the most dramatic reversals in semiconductor history, but the real question is whether the forces driving its comeback can hold long enough to justify where the stock…
Dell just posted the largest AI order quarter in enterprise hardware history, yet shareholders sent the stock lower. The reason buried in the earnings report explains everything about whether this AI boom…
A Chinese AI lab nobody on Wall Street watches just reported revenue growing at more than twice the pace of its research spending, and the implications land squarely on the three American…
Anthropic just signed a $35 billion computing obligation against money it has not yet raised, and the analyst watching the deal says an IPO is the only way out. The implications for…
Jim Cramer and a top Wall Street analyst both see Nvidia as mispriced, but their prescriptions could not be further apart, and only one of them has the earnings to back it…
Rich Duprey Tesla has cratered while its Magnificent 7 peers race to pour nearly a trillion dollars into AI infrastructure, raising a pointed question about whether a car company truly belongs in an elite…
Jim Cramer just called a stock he says matters more than Nvidia right now, and the pick is not who most AI investors are watching. The reason behind his conviction reveals a…
Jim Cramer wants Nvidia to announce the largest share repurchase in corporate history, and his valuation argument is harder to dismiss than his collateral logic deserves to be.
NVIDIA, Micron, and SanDisk are dominating the AI trade in 2026, but each stock tells a completely different story about what it takes to beat Wall Street's targets over the next 12…
JPMorgan sees AI infrastructure spending surging toward a figure that would reshape entire markets, and the companies capable of manufacturing and designing the chips at that buildout's core fit on one hand.…
Jim Cramer went on air with a blunt message for Jensen Huang and a specific dollar figure that would force Nvidia to rethink how it spends its record-breaking cash pile.
Dell just handed Wall Street a number so large it forced analysts to reopen their models on a Wednesday morning, and the ripple through enterprise hardware is anything but even.
A single data point buried in Nvidia's latest earnings call flipped my read on where this stock is actually headed, and the market has not caught up yet.
Jensen Huang turned a modest chip startup into the backbone of the global AI arms race, and his personal fortune now rivals the biggest names in tech. But three mounting challenges could…
Douglas A. McIntyre 
