Anthropic just signed a $35 billion computing obligation against money it has not yet raised, and the analyst watching the deal says an IPO is the only way out. The implications for…
Jim Cramer wants Nvidia to announce the largest share repurchase in corporate history, and his valuation argument is harder to dismiss than his collateral logic deserves to be.
A single data point buried in Nvidia's latest earnings call flipped my read on where this stock is actually headed, and the market has not caught up yet.
AMD has already doubled in 2026 while Lisa Su insists the AI buildout is barely getting started, but a sky-high valuation and tightening export controls raise the question of whether the real…
AMD has already surged triple digits this year while Alphabet trades at a bargain valuation despite exploding cloud growth, and choosing between them now could define your AI portfolio returns through 2030.
A global bond selloff sent long-term yields surging to levels not seen in over a year, and the chips sector is bearing the brunt as traders reprice the market's most ambitious AI…
Broadcom sits 25% below its peak while 44 Wall Street analysts line up behind a price target that towers above the current price, and one respected firm sees something in the backlog…
VGT carries 324 holdings, but a closer look at its semiconductor sleeve reveals a fund that behaves nothing like the diversified tech vehicle most investors think they own, and the stakes heading…
Everyone is chasing the same AI trade, but one chipmaker sitting in NVIDIA's shadow just posted 50% revenue growth and landed commitments worth gigawatts from two of the biggest names in tech.…
A niche AI fund with almost no Nvidia is somehow lapping QQQ by a massive margin, and the reason why reveals a blind spot most investors have about where AI profits actually…
IREN signed enough AI cloud contracts to dwarf its reported revenue, yet shares collapsed after earnings. The reason why reveals a growing fault line between how Wall Street reads a balance sheet…
Marvell just posted record Data Center numbers and raised its outlook, yet the stock is getting crushed in early trading. The culprit is a massive Google AI deal that Wall Street wanted…
Every quarter, one semiconductor company keeps outgrowing its own guidance while quietly locking in partnerships that look less like vendor contracts and more like infrastructure ownership. Here is why the buy button…
Hock Tan engineered a semiconductor company that profits whether hyperscalers bet on GPUs or custom silicon, and the demand already booked stretches years into the future. Here is why that structure keeps…
NVIDIA just handed investors a report that left every semiconductor peer in the dust, and now the stock sits near all-time highs with a market cap that would make most countries nervous.…
