Two finance podcast hosts just aired a live disagreement over where AI money flows next, and the stock they split on has already posted triple-digit revenue growth that most investors are pricing…
One number reframes the entire robotics conversation, and it did not come from a chipmaker or an automaker. It came from a bank. Goldman’s Big Robot Number 6.5 million humanoid robot units…
Three days after Anthropic researcher Evan Hubinger wrote on X that “we really do earnestly believe AI could kill all humans” and pegged the probability at “>10% within the next decade”, Anthropic…
A single flash-memory stock has quietly redrawn the boundary between growth and value investing, leaving retirement savers in supposedly defensive index funds holding far more AI-cycle risk than they realize.
TSMC is up over 66% in the past year, AI customers are booking capacity years out, and the only foundry rival is hemorrhaging billions. So why does one critical number still cast…
Morningstar strategist Tom Lauricella says the funds retirees bought specifically to escape tech concentration have quietly filled up with the same AI bets they were meant to offset, and the shift happened…
A report of Intel raising chip prices sent shares surging 3% and erased the prior session's Piper Sandler-driven selloff, but the real question is whether the company has genuine pricing power or…
TSMC just posted numbers that blew past its own guidance and left customers waiting, yet shares dipped in premarket trading. Here is what the August revenue report reveals about the widening gap…
Rich Duprey AMD's CFO just reshaped how big the AI chip market could get, and investors sent the stock surging past a key technical level while quietly slamming a door on one of Intel's…
David Moadel Intel just hit a lithography milestone that puts every rival chipmaker years behind, and the stock is surging against a falling market. Whether that lead translates into a lasting foundry turnaround is…
Nvidia just crossed $5 trillion in market cap and posted triple-digit revenue growth, yet analysts argue the most powerful catalyst for the stock has not even hit full stride yet.
Arm's new Samsung chip deal looks like a data center breakthrough, but the business investors are actually paying 298 times earnings for operates on completely different terrain from where this partnership lands.
South Korea just promised free, unlimited AI to 51 million citizens, and the chipmakers supplying the hardware are already booking it as a win. But the gap between that promise and the…
Goldman Sachs says the AI spending cycle is just getting started, but the stocks that made investors rich in the last leg may not be the ones that do it in the…
When a gold rush hits, the real fortunes go to whoever sells the picks and shovels. Two companies sit at the center of the AI buildout in ways that make the chip…
