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…
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…
Omor Ibne Ehsan NVIDIA dominates AI infrastructure while AMD plays scrappy underdog, but one valuation metric suggests the market may be sleeping on the wrong stock. The answer comes down to a single GPU ramp…
Jim Cramer has spent years cheerleading AI infrastructure stocks, so when he goes on air demanding a kill switch and calling the industry's casual talk of mass casualties unacceptable, investors need to…
After a 188% year-to-date surge, Intel is suddenly retreating hard on a Thursday that turned risk-off fast, and NVIDIA and AMD are getting dragged down with it. Here is what is driving…
AMD's Data Center revenue just shattered records and anchor commitments from the biggest names in AI keep rolling in, yet the path to $800 per share hinges on three conditions that could…
Vandita Jadeja Intel's stock has surged to levels that leave Wall Street's analyst community unmoved, and the gap between what traders are betting on and what the fundamentals actually show keeps widening in ways…
Markets are taking a beating as crude oil surges past $100 and Treasury yields hit multi-year highs, setting up a make-or-break inflation report that could seal the Fed's next move. Wall Street…
NVIDIA just posted revenue growth that left Wall Street scrambling to revise its models upward, and the stock is knocking on its all-time high door. Whether that price already prices in everything…
