AMD just crushed its AI earnings and the stock dropped anyway, leaving investors staring at a stock that may be deeply mispriced heading into 2027. The case for a 53% run from…
Vandita Jadeja Jensen Huang calls it a full-stack AI factory platform, not a chip company, and that distinction is reshaping where billions in hyperscaler spending actually land across five companies fighting over the same…
AMD and NVIDIA both posted explosive AI quarters, but they are betting on opposite visions of how the AI economy will actually be won. One of those visions fits the next phase…
AMD is posting explosive AI growth, but one rival is quietly locking in the same hyperscaler customers through a strategy that could shrink AMD's market before anyone notices the ceiling.
Huawei's best AI chip cannot keep pace with Nvidia hardware that is already three generations old, and the gap is widening faster than most investors realize.
A blowout jobs report pushed September rate hike odds past 60%, which should have hammered high-multiple chip stocks. Instead, the semiconductor complex ran straight into the headwind and left the rest of…
ARK Invest just loaded up on a rocket company trading at a fraction of SpaceX's valuation, and the timing raises a pointed question about whether the recent selloff is a warning sign…
Jim Cramer called it both offensive and defensive, but the two halves of the Hugging Face deal are not equally interesting, and the one that actually moves the stock is the one…
One number buried in NVIDIA's latest earnings report tells you everything about whether this company has real pricing power or just a lucky streak, and most investors scroll right past it.
Nvidia is reportedly spending billions to acquire a platform that built its reputation by giving everything away for free, and the biggest threat this deal is meant to neutralize comes from Nvidia's…
One stubborn number buried in Nvidia's latest earnings report signals something that almost never survives at hardware scale, and it is the reason this investor keeps adding shares despite a valuation that…
Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin…
AMD just posted its best data center growth in years while Nvidia guided margins lower, and one number buried in both earnings calls reveals whether the AI chip race is actually tightening…
AMD and Intel both posted blockbuster data center quarters, but one company is bleeding billions from its own factories while the other signs gigawatt GPU deals with Anthropic and Microsoft. The gap…
Jensen Huang calls NVIDIA's $3.5 billion MediaTek investment anything but circular, but the ten-year horizon buried in his explanation points to a competitive pressure he is not saying out loud.
