AI is driving a gold rush in data centers and power generation, but not every company collecting on that boom is getting paid on the same schedule. Four stocks are riding the…
CoreWeave's stumble has put a spotlight on how Nvidia and AMD are bankrolling the AI chip boom, and the two approaches carry very different kinds of danger lurking beneath blockbuster revenue numbers.
Semiconductor stocks just logged their longest losing streak in nearly two decades, and the cause this time has nothing to do with a credit crisis. What is actually driving the selloff puts…
Tech stocks shed over a trillion dollars in a single session while oil and Treasury yields climbed, yet Nvidia's CEO stood in Berlin projecting calm certainty about AI's future. Whether his confidence…
A Delaware jury verdict is adding to the pressure on Arm Holdings (NASDAQ:ARM | ARM Price Prediction) as a broad selloff in chip stocks extends its run. Arm stock is down 5%…
Arm Holdings has surged over 120% this year while building a chip empire that stretches from smartphones into AI data centers, but a brutal recent selloff and a valuation that makes even…
AMD's data center revenue just doubled and gigawatt-scale AI deals keep piling up, but a trailing P/E of 228 and a beta above 2.4 mean the stock can hurt as fast as…
A rotation out of AI-linked chip stocks isn’t letting up, and two of the biggest names in processors are falling again. Intel (NASDAQ:INTC | INTC Price Prediction) stock is down 3% to…
Nvidia shares dropped nearly 6% this week on AI funding fears, yet the company's own financing web stretches to hundreds of billions in commitments that even its CEO calls circular. Here is…
Intel just lost a third of its value while rivals AMD and NVIDIA kept climbing, yet one prominent analyst sees a path that leaves the consensus in the dust. The bull case…
AMD cleared $600 twice and failed twice, and that pattern is telling investors something the revenue growth numbers alone cannot explain. Two quarters of upcoming shipment data will determine whether the 2027…
AMD just absorbed a brutal sell-off and an $800 million export hit, yet its biggest customers keep signing billion-dollar commitments. Here is why the pain might be the point.
Broadcom just delivered its best quarter ever, yet the stock sits nearly flat on the year as critics hammer its slower segments. Here is why one investor sees the same drag as…
Everyone is watching AMD's GPU ramp, but a quieter force inside the data center may be the one that actually drives the stock through 2027. Here is why most investors have their…
Nvidia dominates AI compute, but hyperscalers are quietly shifting billions toward a rival chip architecture that costs less than half as much per workload. One semiconductor giant is positioned to capture that…
