Palantir bears have called the stock overvalued at every step, yet the company keeps silencing them with results that strain credibility. After eight straight earnings beats and a dramatic guidance raise, our…
Archer Aviation just partnered with a secretive defense tech firm to unveil an autonomous attack aircraft, and the market reacted fast. But with the stock still deep in the red for the…
A surprise lease announcement just sent one battered energy infrastructure stock soaring 10% while dragging its crypto mining peers along for the ride, even as Bitcoin itself slipped lower.
Jensen Huang is making a bold prediction about semiconductors that makes Michael Burry's AI bubble warnings look shortsighted, and the math behind his vision of trillions of AI agents could change how…
Four battered AI infrastructure stocks are staging a violent Monday morning bounce after losing up to 43% in a single month, but the question dividing bulls and bears is whether the buying…
Semiconductor stocks are getting crushed, but not every name in the space deserves the same fate. One chipmaker sits at such a critical chokepoint in the AI buildout that the entire sector…
A surprise addition to AMD's AI customer roster has analysts scrambling to revise their price targets, and the chipmaker's upcoming July event could determine whether shares reclaim their recent highs or face…
Mira Murati's startup just launched its first open-weight model with a 1-gigawatt Nvidia partnership behind it, and the timing puts serious pressure on closed-source labs riding high on premium pricing.
Joey Frenette Korea's stock market just became the most important indicator for U.S. chip stocks, and the connection runs straight through SK Hynix to AMD, Intel, and NVIDIA in ways most traders have not…
A Korean brokerage downgrade lit a fuse under chip stocks Monday, sending a controversial leveraged ETF surging while NVIDIA, AMD, and Broadcom shed billions in market cap. Here is what connected those…
QQQ already tilts heavily toward Big Tech, but a newer Nasdaq ETF cuts the lineup down to just 30 names and bets almost everything on a handful of AI giants. Whether that…
Qualcomm just watched a massive post-Investor Day rally evaporate in weeks, leaving the stock flat on the year and investors questioning whether management's bold $40 billion non-handset target is a roadmap or…
QQQ sits near all-time highs, but its fate in the second half of 2026 hinges on just two variables that most holders never track. Get either one wrong and the fund's year-to-date…
Marc Guberti AIPI promises a 36.5% weekly yield tied to the biggest names in artificial intelligence, but yield and return are two very different things, and the gap between them tells a story the…
Bears keep recycling the same China narrative about Nvidia, but each earnings report dismantles it faster than they can rebuild it. Here is why the loudest argument against the stock keeps pushing…
