Marvell shed a third of its value in a single month while its AI data center business posted record revenue and management flagged an all-time high in design wins. One Wall Street…
One policy decision buried inside NVIDIA's capital return program has turned a speculative growth bet into something that quietly compounds in a retirement account, and the reason has nothing to do with…
Nvidia dominates the headlines, but the real battleground of the AI chip revolution is hiding inside a 50-year-old technology that most investors have never thought twice about. The companies quietly reinventing it…
Intel shed nearly 20% in a month while most of Wall Street shrugged and called the stock fairly valued. One HSBC analyst just broke from the crowd in a dramatic way, and…
Every bearish headline about AI spending sends most investors to the sidelines, but one piece of software infrastructure keeps pulling me back to the buy button with growing conviction about where a…
Chip stocks have staged a historic run in 2026, and Bank of America's latest fund manager survey reveals just how extreme the crowding has become. Before you chase or fade the four…
Palantir has cratered while AMD has gone parabolic, yet our model hands both the same rating and confidence score. The reasoning behind that call reveals a tension in AI investing that most…
NVIDIA just reported revenue nearly eight times larger than AMD's AI hardware business, yet AMD shares have surged over 150% this year while NVIDIA barely moved. One of these valuations is pricing…
A single report on Chinese memory chip makers sent Micron tumbling and pulled Intel, AMD, and Marvell down with it, raising a question traders need to answer fast: is this a sector-wide…
Three years ago AMD had almost no presence in AI data centers. Today hyperscalers treat it as a strategic partner rather than a fallback option, and the reason why has less to…
Rich Duprey Intel reports earnings on July 23, and something unusual is happening ahead of that print: prediction markets, insider activity, and a major rival's capital are all pointing in the same direction at…
SOXL just shed 30% after a stunning run, and two very specific pressure points will decide whether holders walk away with gains or get wiped out over the next year.
A CleanSpark data center lease so large it dwarfs the company's own market cap sent shares surging Tuesday, while every peer miner sat frozen on the sidelines, raising one urgent question about…
A cooler-than-expected inflation print sent chip stocks surging Tuesday, but AMD sitting at a 185x P/E after a 150% year-to-date run raises a sharp question: is this a breakout toward $600 or…
NVIDIA, AMD, and Broadcom are all chasing the same AI silicon gold rush, but their valuations tell wildly different stories about who actually has room to run before 2027.
