12:57am ET
Investing
Is Broadcom the Best Chip Stock to Own Now? Maybe
Broadcom sits at a tollbooth on the AI buildout, and one look at its order book raises a question worth asking: why are so many chip investors still looking elsewhere?
Companies
/Technology
NVIDIA Corp
$229.65
▲ $2.27 (+1.00%) today
Markets open · 3:33pm ET
NVDA Coverage
Page 3512:53am ET
Investing
AMD Is Focused Correctly So I Continue Loading Up
Training a frontier AI model is a one-time event, but running it in production is a recurring bill that never stops, and one chipmaker is quietly positioning itself to own that side…
2:15pm ET
ETF
SCHG Quintupled Your Money in 10 Years, and the 4-Cent Fee Is Doing Heavy Lifting
A single ETF charging roughly four cents per $100 turned a modest investment into a small fortune over a decade, and the fee structure is the part of the story most investors…
12:30pm ET
Investing
Here’s a Solid Backdoor Trade on the Memory Boom
Memory chip stocks like Micron and SK Hynix have been wild rides, and some famous bears are already circling. But a quieter corner of the market may offer a smarter, steadier path…
12:23pm ET
Investing
Coreweave at $92: The Compelling Bull Case On Offer Right Now
CoreWeave has shed nearly a third of its value since going public, yet its bookings just hit an all-time high. Something in that contradiction points to an opportunity worth understanding before the…
Alex Sirois 11:33am ET
Investing
Nvidia’s Custom CPU Expansion Is the Next $200B Catalyst.
SpaceX just went exclusive with Nvidia GPUs, and Jensen Huang may be ready to use that momentum to conquer a $200 billion market his rivals never saw coming. The question is whether…
11:18am ET
Investing
TSMC’s $64 Billion Investment Signals Mega-Growth: Why Pivoting Away From The Titan Makes Little Sense
TSMC just raised its capital expenditure to eye-popping levels, yet insiders warn it still cannot produce chips fast enough to satisfy demand. The case for staying the course on the foundry giant…
11:16am ET
Investing
Is Michael Burry Wrong About Everything?
Michael Burry called the 2008 housing collapse and became a legend, but his string of bearish bets against AI and the current market rally raises a question he keeps dodging: what does…
10:30am ET
Investing
Tesla, Nvidia or Meta: What Would Kenneth Griffin Do?
Kenneth Griffin built a $60 billion empire by finding the cleanest risk-reward setups in mega-cap tech, and his playbook treats NVIDIA, Tesla, and Meta very differently than the crowd does right now.
Vandita Jadeja 9:50am ET
Investing
Marvell Technology Is Down 10% This Month but Rising Quickly: A Wall Street Pro Sees Near 100% Returns Ahead
Marvell has handed investors a brutal month even as its AI silicon rivals rallied, yet one prominent Wall Street analyst just slapped a Street-high target on the stock that implies gains most…
9:27am ET
Investing
Nvidia at $212: The No-Brainer Reason to Take Advantage of Nvidia Right Now
Nvidia's earnings are compounding at triple-digit rates while its forward multiple sits in the low 20s, a mismatch that rarely lasts long. Here is what the numbers reveal about whether the current…
Alex Sirois 8:51am ET
Investing
High Beta Runners Up: Why AMD and Marvell Technology Now Command Attention
AMD and Marvell have both crushed earnings while lapping NVIDIA and Broadcom on year-to-date returns, but their strategies for capturing AI infrastructure spending point in completely opposite directions, and only one of…
8:00am ET
Investing
The Hyperscaler Guarantee Keeps Me Buying Nvidia Before Aug. 26 Earnings
Every quarter, Amazon, Microsoft, and Alphabet publicly announce they cannot buy fast enough from one company, and that paper trail shapes every investment decision I make heading into a critical August earnings…
7:59am ET
Investing
Here Are Thursday’s Top Wall Street Analyst Research Calls: AppLovin, Charles River, Global Payments, HubSpot, Insulet Corporation, Roper Technologies, Sabra Health Care, Western Digital, Zillow Group, and More
Wall Street analysts made some dramatic moves on Thursday, slashing price targets by double digits on several high-profile names while upgrading others to buy. Find out which stocks got the most surprising…
7:47am ET
Investing
Load Up On AMD Because Its High Beta Will Reward You Now
AMD's brutal 2.49 beta has punished shareholders for years, but at this stage of the AI capex cycle, that same volatility becomes a weapon. The question is whether the current entry point…
Alex Sirois