10:49am ET
Investing
Mark Zuckerberg’s Wealth Plunges $25 Billion
Meta's massive AI bet is draining billions faster than the company can earn it, and investors are starting to wonder if Zuckerberg is chasing a race he has already lost.
Companies
/Technology
NVIDIA Corp
$227.76
▲ $18.10 (+8.64%) today
Markets open · 2:28pm ET
NVDA Coverage
Page 22
10:03am ET
Investing
AMD is Down 18% Over a Month: One Analyst Targets $1,250, Meaning 190% Returns From Here
AMD just posted blowback-proof earnings with 37% revenue growth and a 252% surge in free cash flow, yet the stock cratered nearly 20% in a month while its closest rivals barely flinched.…
9:52am ET
Investing
Meta Platforms Falls 9% on Soft Guidance as Wall Street Slashes Price Targets
Meta Platforms stock cratered Thursday after a quarterly report that beat on revenue but raised serious questions about where billions in AI spending actually leads, and Wall Street's response was swift and…
9:06am ET
Investing
Microsoft Surges 9% as Azure Tops $100B and Q4 Beat Lifts Most Price Targets
Azure just crossed a milestone that the bears said was years away, and Microsoft shares are reacting in a way that's putting pressure on every other cloud name heading into a pivotal…
9:00am ET
Investing
AI Revenue Just Hit $100 Billion From Zero Two Years Ago. Now Wall Street’s Warning of a Massive SaaS Trap
Wall Street's AI infrastructure trade just crossed a threshold that stunned even the analysts tracking it, but buried inside the bull case is a structural trap that could quietly wipe out entire…
8:51am ET
Investing
The Magnificent 7 Trade Is “Likely Over,” Piper Sandler Warns. Here Are the 2 Sectors Taking Its Place
Piper Sandler's chief market technician is sounding the alarm on Big Tech and pointing investors toward two sectors quietly stealing market leadership from the companies that have dominated Wall Street for years.
8:30am ET
Investing
Jim Cramer Just Dumped Tech Stocks. He’s Loading Up on Intel Instead of Cerebras.
Jim Cramer just told a caller with a compelling Cerebras bull case that he liked their logic, then put his money somewhere else entirely. The stock he chose surprises almost everyone betting…
8:22am ET
Investing
Top Chip Analyst: Semiconductor Oversupply Is Nearly Impossible Before 2028. Why He’s Bullish on Memory
A top Wall Street chip analyst says the semiconductor selloff gripping markets has almost nothing to do with actual supply and demand, and the real reason why comes down to a physical…
8:00am ET
Investing
Charles Payne: AI Is Not the Dot-Com Bubble. NVIDIA’s Earnings Prove That
Wall Street keeps reaching for the dot-com playbook every time an AI stock surges, but Fox Business host Charles Payne thinks that reflex is costing investors something far more valuable than peace…
5:27pm ET
Investing
This NVIDIA Partner Is Already Up 123% in 2026, but Agentic AI Could Drive Its Next Growth Wave
Penguin Solutions CEO Kash Shaikh is making a bold bet that the real chokepoint in AI factories has nothing to do with GPUs, and the company's financials suggest Wall Street is only…
1:59pm ET
Investing
I’m Loading Up on AMD Because It Proves That Coming in Second Place Creates Asymmetric Upside
Second place in AI chips sounds like a consolation prize until you see who is writing the checks to keep it alive. Here is why the challenger seat looks more attractive than…
1:28pm ET
Investing
Intel Stock Is Up 124% This Year and AMD Is Up 100%: Is the NASDAQ Correction a Take-Profit Signal?
The NASDAQ correction is shaking up semiconductor rankings in a way that defies the usual AI playbook, and the names leading the surge carry valuations that raise serious questions about what happens…
12:43pm ET
Investing
Nebius Drops 10%, CoreWeave Sinks 9% as Rising Credit-Swap Costs Hit the AI Cloud Trade
Credit markets are quietly repricing the AI infrastructure boom, and the pain is landing hardest on a handful of heavily levered names whose borrowing costs just hit levels that historically signal serious…
11:00am ET
Investing
The AI Trade Is Still On: Why Nvidia Remains at the Center of It
Nvidia has already handed investors a 14,797% return over the past decade, yet the forces driving that run show no sign of exhausting themselves. Whether the next leg holds depends on a…
10:24am ET
Investing
Zuckerberg’s Bitter Complaints As Meta Stock Buckles
Mark Zuckerberg is making the rounds of the business press with a very public campaign to reshape AI regulation, but the real story is what his lobbying reveals about Meta's increasingly desperate…