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2201 Articles

Joel South | Aug 21, 2026 at 8:00 AM EDT

Something Big Could Happen To NVIDIA Stock on August 26

NVIDIA reports after the close on August 26, and the setup heading into that print is unlike anything the stock…

Vandita Jadeja | Aug 20, 2026 at 1:00 PM EDT

Prediction: AMD Stock Will Hit $650 on This Date

AMD has surged 117% this year on AI infrastructure spending, yet shares just pulled back sharply while Wall Street scrambles…

Vandita Jadeja | Aug 20, 2026 at 11:30 AM EDT

Prediction: Marvell’s New AI Catalyst Could Drive 21% Upside

Marvell's AI infrastructure business just posted record data center revenue and management keeps raising its multiyear outlook, yet the stock…

David Moadel | Aug 20, 2026 at 9:32 AM EDT

Broadcom Holds Steady as ARK Buys the Dip, Intel Slips, AMD Eases After Google’s Marvell Chip Deal

Google just handed Marvell a $12.2 billion equity-linked custom-chip deal, and Broadcom shareholders are left wondering how much of their…

Vandita Jadeja | Aug 19, 2026 at 1:00 PM EDT

This Stock Has Become Too Important to the AI Revolution to Ignore

OpenAI, Anthropic, Meta, and AWS are all competing for the same scarce silicon, and one chipmaker sits at the center…

Joel South | Aug 19, 2026 at 12:03 PM EDT

One of Wall Street’s Best-Known Hedge Funds Just Loaded Up on These 5 Stocks

Lee Ainslie just torched Maverick Capital's playbook, dumping chip giants to pour hundreds of millions into five names that look…

David Moadel | Aug 19, 2026 at 11:34 AM EDT

Intel and AMD Fall 4%, NVIDIA Unchanged as Chip Selloff Defies Bond Yield Relief

Chip stocks are selling off hard even as bond yields fall and the broader market turns green, yet one name…

David Moadel | Aug 19, 2026 at 10:32 AM EDT

Broadcom Falls 5% as Marvell Lands Google Custom Chip Deal, VMware and Financing Concerns Persist

Marvell just walked into Broadcom's most important customer relationship, and the fallout is shaking loose bigger questions about whether Broadcom's…

Gerelyn Terzo | Aug 18, 2026 at 5:07 PM EDT

AMD’s $1.3 Billion Portfolio Reveals Its Biggest Investments and Where AI Demand Lands Next

AMD just filed its first-ever 13F, and buried inside a $1.31 billion portfolio are five positions that trace exactly where…

Eric Bleeker | Aug 18, 2026 at 1:56 PM EDT

Cerebras, Intel, and AMD Shares Fall Ahead of Tonight’s ‘Supernova’ Event

AI hardware stocks are bleeding out hours before Cerebras' most anticipated product reveal yet, and the reasons go well beyond…

Joey Frenette | Aug 18, 2026 at 11:26 AM EDT

Move Over, Nvidia: Why AMD’s Latest Acquisition Could Redefine Direct-Silicon AI Inference

AMD just quietly acquired a tiny Canadian startup with a wild idea: build the chip around the AI model, not…

David Moadel | Aug 18, 2026 at 9:34 AM EDT

Intel and AMD Fall 4% as 13F Filings Reveal Concentrated Chip Bets

Quarterly institutional filings just revealed which major tech rivals and hedge funds were crowding into the same chip stock before…

Eric Bleeker | Aug 17, 2026 at 1:12 PM EDT

Cerebras Shares Skyrocket Monday. Intel Gains While AMD Is Down Slightly

A Wedbush note linking Cerebras to OpenAI's fastest inference tier sent shares surging after last week's brutal selloff, and the…

Vandita Jadeja | Aug 17, 2026 at 12:30 PM EDT

Ray Dalio Has Invested Over $900 Million In This Stock. Should You Buy?

Ray Dalio just placed a $900 million bet on a chipmaker that has already surged over 20% this year, and…

Vandita Jadeja | Aug 17, 2026 at 11:00 AM EDT

Tiger Global Just Swapped Big Tech for This Chip Stock. Should You Follow?

Chase Coleman's Tiger Global just dumped Nvidia and Alphabet to load up on AMD, a move that either signals a…

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AMD : AMD

All AMD Articles

Something Big Could Happen To NVIDIA Stock on August 26

Prediction: AMD Stock Will Hit $650 on This Date

Prediction: Marvell’s New AI Catalyst Could Drive 21% Upside

Broadcom Holds Steady as ARK Buys the Dip, Intel Slips, AMD Eases After Google’s Marvell Chip Deal

This Stock Has Become Too Important to the AI Revolution to Ignore

One of Wall Street’s Best-Known Hedge Funds Just Loaded Up on These 5 Stocks

Intel and AMD Fall 4%, NVIDIA Unchanged as Chip Selloff Defies Bond Yield Relief

Broadcom Falls 5% as Marvell Lands Google Custom Chip Deal, VMware and Financing Concerns Persist

AMD’s $1.3 Billion Portfolio Reveals Its Biggest Investments and Where AI Demand Lands Next

Cerebras, Intel, and AMD Shares Fall Ahead of Tonight’s ‘Supernova’ Event

Move Over, Nvidia: Why AMD’s Latest Acquisition Could Redefine Direct-Silicon AI Inference

Intel and AMD Fall 4% as 13F Filings Reveal Concentrated Chip Bets

Cerebras Shares Skyrocket Monday. Intel Gains While AMD Is Down Slightly

Ray Dalio Has Invested Over $900 Million In This Stock. Should You Buy?

Tiger Global Just Swapped Big Tech for This Chip Stock. Should You Follow?

Kevin Warsh Just Got Another Reason to Raise Rates in September

Druckenmiller Just Turned On His Own Protege, and Bond Investors Should Take the Hint

Palantir Stock Could Be in for a Big September. Here’s Why.

Every Insurer’s Medigap Plan G Covers the Same Benefits. The Premium Isn't and on Most Policies It Climbs Every Birthday.

Dividends vs. an Annuity: Which Turns $840,000 Into More Monthly Income for Life?

Meta Heads Toward $580 as a $17B Teen Safety Settlement Ends the Trial; Snap Falls 9%

Nvidia Is Held by 803 ETFs, Making Its Q2 Earnings Tonight the Most Important Report of the Cycle

AMD : AMD

All AMD Articles

Something Big Could Happen To NVIDIA Stock on August 26

Prediction: AMD Stock Will Hit $650 on This Date

Prediction: Marvell’s New AI Catalyst Could Drive 21% Upside

Broadcom Holds Steady as ARK Buys the Dip, Intel Slips, AMD Eases After Google’s Marvell Chip Deal

This Stock Has Become Too Important to the AI Revolution to Ignore

One of Wall Street’s Best-Known Hedge Funds Just Loaded Up on These 5 Stocks

Intel and AMD Fall 4%, NVIDIA Unchanged as Chip Selloff Defies Bond Yield Relief

Broadcom Falls 5% as Marvell Lands Google Custom Chip Deal, VMware and Financing Concerns Persist

AMD’s $1.3 Billion Portfolio Reveals Its Biggest Investments and Where AI Demand Lands Next

Cerebras, Intel, and AMD Shares Fall Ahead of Tonight’s ‘Supernova’ Event

Move Over, Nvidia: Why AMD’s Latest Acquisition Could Redefine Direct-Silicon AI Inference

Intel and AMD Fall 4% as 13F Filings Reveal Concentrated Chip Bets

Cerebras Shares Skyrocket Monday. Intel Gains While AMD Is Down Slightly

Ray Dalio Has Invested Over $900 Million In This Stock. Should You Buy?

Tiger Global Just Swapped Big Tech for This Chip Stock. Should You Follow?

Kevin Warsh Just Got Another Reason to Raise Rates in September

Druckenmiller Just Turned On His Own Protege, and Bond Investors Should Take the Hint

Palantir Stock Could Be in for a Big September. Here’s Why.

Featured Reads

Every Insurer’s Medigap Plan G Covers the Same Benefits. The Premium Isn't and on Most Policies It Climbs Every Birthday.

Dividends vs. an Annuity: Which Turns $840,000 Into More Monthly Income for Life?