Bears insist smarter AI agents will shrink the GPU compute bill, and that argument sounds reasonable until you do the math on what an agent actually burns per task.
Nvidia is growing revenue at 85% annually yet its valuation multiple tells a different story than most investors expect. Before writing off NVDA as overpriced, the forward PEG ratio raises a question…
The dominant AI chip names have all pulled back sharply in August even as their latest earnings painted a picture of demand growing faster than supply. Before two pivotal earnings reports reset…
AMD just posted its best quarter ever while Nvidia shipped its way toward a trillion-dollar runway, and now every hyperscaler has to decide whether a credible second source is worth betting on.
SpaceX just handed NVIDIA a high-profile win by locking in 20% of its next platform, leaving AMD without a flagship logo at the worst possible moment. The real question is whether this…
NVIDIA reports after the close on August 26, and the setup heading into that print is unlike anything the stock has seen in years. Here is why analysts, prediction markets, and booked…
AMD has surged 117% this year on AI infrastructure spending, yet shares just pulled back sharply while Wall Street scrambles to catch up to what CEO Lisa Su revealed on the earnings…
Marvell's AI infrastructure business just posted record data center revenue and management keeps raising its multiyear outlook, yet the stock still sits well below its 52-week high. Here is what the numbers…
Google just handed Marvell a $12.2 billion equity-linked custom-chip deal, and Broadcom shareholders are left wondering how much of their AI revenue story walked out the door with it.
OpenAI, Anthropic, Meta, and AWS are all competing for the same scarce silicon, and one chipmaker sits at the center of every deal. Whether that position justifies the current price depends on…
Lee Ainslie just torched Maverick Capital's playbook, dumping chip giants to pour hundreds of millions into five names that look nothing like his fund's typical bets, and one of them involves derivatives…
Chip stocks are selling off hard even as bond yields fall and the broader market turns green, yet one name in the sector is holding completely flat while its peers bleed out.
Marvell just walked into Broadcom's most important customer relationship, and the fallout is shaking loose bigger questions about whether Broadcom's stock has been quietly losing its grip on the AI chip race…
AMD just filed its first-ever 13F, and buried inside a $1.31 billion portfolio are five positions that trace exactly where the company believes AI infrastructure spending lands next, including one ticker most…
AI hardware stocks are bleeding out hours before Cerebras' most anticipated product reveal yet, and the reasons go well beyond one company's event.
