CoreWeave (NASDAQ: CRWV) reports first-quarter results Thursday after the close. Critics have called the AI cloud provider’s foundation circular financing on shifting sand. A month-long run of contract wins has started to…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) is up over 93% in the past year, though it is up less than 2% in the past six months. On the other hand, Seagate (NASDAQ:STX) is up…
Concentrated bets on a handful of mega-cap technology names drove most of the S&P 500’s returns over the past three years, and Roundhill built MAGS to deliver that exposure in one ticker…
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are catapulting 14% in Tuesday morning trading, changing hands near $109.60 after Bloomberg reported that Apple (NASDAQ:AAPL) is exploring Intel’s foundry services for future…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) keeps grabbing headlines as the consensus “NVDA alternative” in AI GPUs, the trade every retail account and hedge fund analyst seems to be piling…
The iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) solves a problem that has tripped up most thematic funds: how to own the AI build-out without locking yourself into a static index…
Bernstein Research’s Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share. On a recent Marketplace Morning Report segment titled Chipping away at Nvidia’s chip…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) chief Jensen Huang treats Clayton Christensen’s The Innovator’s Dilemma as his personal operational doctrine. On a recent Motley Fool Money podcast episode, the hosts discussed how Huang…
Thomas Richmond A recent episode of Motley Fool Money titled “Nvidia’s Next Big Market” highlighted a statistic that reframes how investors think about employee equity. At NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), roughly 50% of…
Investors are watching Lumentum (NASDAQ: LITE | LITE Price Prediction) ahead of fiscal third-quarter results tomorrow after the close. Shares are up 1,444.1% over the past year and 157.72% year-to-date. The bar…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are sinking 6% in midday trading Monday, changing hands near $340 after closing Friday at $360.54. The selloff stands out because AMD’s…
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are up 7% in Monday morning trading, changing hands at around $579 after closing Friday at $542.21. The move extends a parabolic run…
On a recent Motley Fool Money segment titled Nvidia’s Next Big Market, the host described Jensen Huang’s first 15 years running a public company in vivid terms: “If you look at the…
Ian Cooper AMD’s conviction case is strengthening with every data point. Hyperscaler capex, server CPU share gains, and AI accelerator traction all reinforce the bull thesis on AMD (NASDAQ:AMD | AMD Price Prediction) heading…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is the stock dominating every retirement account discussion, every cable hit, and every chart on Twitter, and the multi-year run is precisely why. The more important…
