Microsoft, TSMC, and AMD each own a different layer of the AI stack, but owning all three at current prices is not the same trade. One name is running years ahead of…
AMD and Intel both posted their strongest quarters in years, but the businesses underneath look nothing alike. One is riding an AI wave with premium margins, the other is burning billions to…
Elon Musk just told investors SpaceX will build one of the most ambitious data centers in history using only one chip supplier, and that single decision has the power to send NVIDIA…
AMD and Broadcom both just posted monster AI quarters, but only one of them actually complements an Nvidia position without picking a fight with it. The case for each comes down to…
Marvell surged over 145% this year before pulling back sharply, and that gap between peak hype and current price is exactly where the most interesting trades hide. Here is what the numbers…
A surprise lease announcement sent Riot Platforms surging after hours, leaving traders scrambling to decide whether a single contract just rewrote the entire valuation story for former Bitcoin miners racing into AI…
Two AI power infrastructure stocks are surging in premarket trade after separate catalysts raised the same urgent question: how much runway is left in the race to lock up gigawatts for hyperscale…
Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in…
A 20-year lease with Anthropic and a massive asset sale have put one Bitcoin miner at the front of a pack racing to reinvent itself as AI infrastructure, but the real question…
Intel just rattled its own shareholders with a massive equity raise while every other major chipmaker barely flinched, and the gap between Intel's selloff and the flat sector tells a story about…
Governments are pouring billions into national AI compute capacity, and the race is minting winners across silicon, real estate, and power infrastructure. But the benefits are not spread evenly, and knowing which…
AMD's Data Center business just posted 57% year-over-year growth, but whether that momentum can carry a $5,000 investment to a meaningful return by 2031 depends on three drivers and three risks that…
Joel South AMD just doubled its Data Center revenue and guided for 41% growth, yet the stock slipped and sits nearly $500 below a price target that would make it a trillion-dollar company. The…
Vandita Jadeja 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?
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…
