Our AMD (NASDAQ:AMD | AMD Price Prediction) call is one of the tougher ones we’ve made this quarter. The stock has done what few thought possible, doubling in months on the back…
Marvell has shed a third of its value since summer even as its fundamentals keep accelerating, and one Wall Street analyst just planted a target so far above the current price that…
Nvidia shares just dropped over 8% in a week while AI slowdown headlines pile up, and that is exactly when one investor keeps hitting the buy button with more conviction than ever.
AMD and Intel both posted blockbuster Q2 2026 data center numbers, but one company is quietly locking up the customers, the sockets, and the AI rack deals while the other burns billions…
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…
AMD has surged over 200% in a year, locked in multi-gigawatt AI deals with OpenAI and Meta, and still has its entire senior leadership selling shares into the rally. One of those…
Chip stocks are sliding in early Monday trading after an AI pacing appeal over the weekend rippled beyond memory suppliers and into logic and accelerator names. Intel (NASDAQ:INTC | INTC Price Prediction)…
Cathie Wood is invoking the Industrial Revolution to argue Wall Street is anchored to a growth trend that artificial intelligence and converging technologies are about to shatter. The gap between what the…
Number That Stops You Cold$517 billion. That is the compute bill Anthropic has lined up ahead of its confidential IPO, according to a September 6, 2026 report from The Information. The figure…
Jim Cramer used his Mad Dash segment on CNBC’s Squawk on the Street to flag what he described as outsized call buying, executed through flex calls, across a basket of technology and…
Qualcomm is watching Apple walk out the door with its modem business, but a surprise Amazon partnership promises a $60 billion lifeline built on unproven silicon in a market already owned by…
JEPQ's near-14% distribution rate makes a $2,400 monthly paycheck sound almost effortless, but the fund hides concentrated megacap tech bets, bank credit exposure, and a payout that swings sharply with market volatility…
Broadcom and AMD both posted explosive AI growth and both have hyperscalers locked in as customers, but only one makes a convincing case for actually unseating Nvidia as the king of AI…
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…
Cathie Wood is trimming AMD just as its biggest product cycle in years prepares to land, and the last time ARK sold an AI chipmaker too early, the stock went on to…
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