Ray Dalio warned the world that AI looks like a classic bubble, then quietly kept Nvidia as Bridgewater's single largest stock holding. When a legendary investor's words and his money point in…
Intel and AMD have each tripled their value in a matter of months, leaving shareholders staring down a decision that cuts both ways. The case for staying in is compelling, and so…
Broadcom competes with Nvidia without selling a single GPU to the general market, and that unusual strategy has locked in hyperscaler contracts stretching years into the future. Whether the stock has already…
Both AMD and NVIDIA just posted record Data Center quarters, and their next platforms are shipping months apart. That timing gap could decide which stock wins the rest of 2026.
AMD has surged 184% this year and now trades above $600, but the real question is whether its Helios chip ramp can grow into that valuation before the market loses patience with…
Every time the market panics about AI and hammers Nvidia shares, one investor reaches for the buy button instead of the exit. Here is the specific case he makes for why this…
Broadcom management called Q3 demand simply hot, and Marvell and AMD have already tripled in 2026 alone. The question now is whether three bold price targets for 2027 are ambitious or just…
A $10,000 bet on AMD in 2011 grew into more than $1.2 million, but the AI boom that sent shares soaring 211% in a single year raises a harder question: how much…
When one of the world's most aggressive builders reportedly moves to borrow billions just to secure a single supplier's hardware, it raises a question worth sitting with: what do they know that…
A $20 billion accounting gap in OpenAI's revenue figures sent shockwaves through chip stocks on October 8, wiping out billions in market value across Nvidia, CoreWeave, Oracle, and others. The twist is…
Cathie Wood told investors to follow the AI agents, but her own fund's most recent SEC filings tell a more complicated story about where ARK actually placed its bets and which agent-economy…
Chip stocks are under pressure as rising long-term Treasury yields and a sharp jump in oil prices revive inflation worries, with the selling reaching the artificial intelligence (AI) trade hardest. Intel (NASDAQ:INTC…
Microsoft just built its most powerful laptop ever and left Intel out of it entirely, raising a question every PC investor should be asking about who controls the market going forward.
BNP Paribas just slapped a price target on AMD that towers over Wall Street consensus, but reaching it would demand a sequence of wins that our model says the stock has not…
Morgan Stanley just raised its NVIDIA target as the stock closes in on all-time highs, but margin compression and a $50 billion financing controversy raise real questions about how much runway this…
