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AMD just doubled its Data Center revenue and guided for 41% growth, yet the stock slipped and sits nearly $500…
Broadcom sits at a tollbooth on the AI buildout, and one look at its order book raises a question worth…
Training a frontier AI model is a one-time event, but running it in production is a recurring bill that never…
Marvell has handed investors a brutal month even as its AI silicon rivals rallied, yet one prominent Wall Street analyst…
Memory stocks are cratering despite blockbuster earnings, and the reason reveals something uncomfortable about how much of the AI storage…
AMD and Marvell have both crushed earnings while lapping NVIDIA and Broadcom on year-to-date returns, but their strategies for capturing…
AMD's brutal 2.49 beta has punished shareholders for years, but at this stage of the AI capex cycle, that same…
Everyone racing to own AI chip stocks may be buying into the wrong part of the supply chain. The real…
A leveraged AMD fund turned a modest stake into a small fortune over seven months, then a single earnings report…
Wall Street has piled 41 buy ratings onto AMD with zero sells, yet shares just cratered after a blowout quarter.…
SpaceX's first quarterly report since its IPO sent shockwaves through the AI chip trade, rewarding one ETF with a 21%…
AMD's data center sales exploded while the stock slipped, and retail investors are scratching their heads. Here is why the…
NVIDIA just delivered its loudest quarter of the AI era, yet shares sit nearly 30% below their peak while B200…
AMD just posted a record quarter and the stock is tanking anyway, while NVIDIA is surging on a surprise deal…
AI earnings kept futures climbing toward a second straight record close, but one high-profile chip stock dropped hard despite a…
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