Wall Street is tuning out wars and ignoring geopolitical headlines, and one chief investment strategist thinks he knows exactly why. The answer involves a spending figure that should stop any investor cold.
SK Hynix just pulled off one of the largest share sales in history, and one memory market expert says U.S. investors have been missing the single most critical bottleneck in the entire…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction | NVDA Price Prediction) is the operating system of the AI buildout. On the Q1 FY27 call, Jensen Huang described “the buildout of AI factories, the…
Vandita Jadeja Editor’s note: Luminar Technologies filed for Chapter 11 bankruptcy and was delisted from Nasdaq. Its lidar business assets, including the Iris and Halo product lines, were subsequently acquired by MicroVision (NASDAQ:MVIS) in…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) shares are trading at $28.82 in Thursday’s midday session, extending a brutal stretch that has wiped out roughly a third of the stock’s value…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), Palantir (NASDAQ:PLTR), and Advanced Micro Devices (NASDAQ:AMD) are the three names that defined this AI cycle. AMD is up 141.6% YTD. NVIDIA is up 9.58%. Palantir…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has maintained its status as the world’s most valuable company for most of the past two years. Now trading at a valuation of a little more…
Chris MacDonald The Number SemiAnalysis, the semiconductor research firm that AI hardware investors track obsessively, pegs NVIDIA’s (NASDAQ:NVDA | NVDA Price Prediction) Data Center compute revenue at roughly $203 billion for the back half…
Vandita Jadeja Meta (NASDAQ: META | META Price Prediction) and Intel (NASDAQ: INTC) both reported Q1 2026 results that sharpened a debate about who actually earns money from the AI buildout. Meta turned $19.00…
The AI infrastructure trade has minted winners across the neocloud sector, but one name has been conspicuously left out. CoreWeave (NASDAQ:CRWV) has fallen 40.57% over the past year, even as Nebius Group…
The window to lock in three July dividend checks is closing fast. Two of these stocks, Science Applications International and NetApp, go ex-dividend tomorrow, meaning today is the last trading day to…
Two stocks, one question: should a retirement-focused investor own NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) or Sherwin-Williams (NYSE:SHW) right now? The setup is genuinely strange. NVIDIA, the company sitting at the center…
Shares of Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) are up 7% to $247 and change in midday trading Thursday, riding a broad semiconductor rebound that’s lifted the entire AI chip complex.…
Fundstrat’s Tom Lee returned to CNBC’s Morning Call Sheet on Thursday, July 9, alongside JonesTrading’s Mike O’Rourke and Vital Knowledge’s Adam Crisafulli, to discuss a market that is simultaneously celebrating the AI…
Six gigawatts. That is the total AMD Instinct GPU capacity AMD (NASDAQ:AMD | AMD Price Prediction) will deploy for Meta under a partnership disclosed alongside its most recent earnings, with the first…
