Everyone racing to own AI chip stocks may be buying into the wrong part of the supply chain. The real toll booth sits one step behind the GPUs, and one company collects…
A leveraged AMD fund turned a modest stake into a small fortune over seven months, then a single earnings report wiped out nearly a quarter of those gains in hours. Here is…
Wall Street has piled 41 buy ratings onto AMD with zero sells, yet shares just cratered after a blowout quarter. Something about this setup does not add up, and the answer points…
Vandita Jadeja SpaceX's first quarterly report since its IPO sent shockwaves through the AI chip trade, rewarding one ETF with a 21% single-session surge while punishing a chipmaker that just posted record revenue. The…
AMD's data center sales exploded while the stock slipped, and retail investors are scratching their heads. Here is why the math behind the confusion points to a very specific price target.
NVIDIA just delivered its loudest quarter of the AI era, yet shares sit nearly 30% below their peak while B200 systems vanish from shelves faster than they ship. The bull case for…
AMD just posted a record quarter and the stock is tanking anyway, while NVIDIA is surging on a surprise deal that doubles as a direct shot at AMD's biggest ambitions.
AI earnings kept futures climbing toward a second straight record close, but one high-profile chip stock dropped hard despite a beat-and-raise quarter, and a surprise in private payrolls is now pulling yields…
AMD just posted data center revenue that more than doubled, yet one rival may pose a far greater existential threat to Nvidia without ever competing directly for a single GPU sale.
Chip stocks are surging across the board, but the biggest winner today may be the one that fell 24% last month and still has no trailing earnings to justify the bounce. Here…
AMD, Micron, and Marvell have already posted triple-digit gains in 2026, but a summer pullback is raising a bigger question: whether the AI infrastructure wave has enough fuel left to push all…
AMD surged nearly 8% today on a 140% year-to-date run, and tonight CEO Lisa Su faces a Wall Street that has 42 buy ratings, zero sells, and a bar set almost impossibly…
Thomas Richmond Marvell Technology just dropped nearly 21% in a month, and one analyst with skin in the game is treating that selloff as a buying opportunity. The reason comes down to a single…
AMD heads into its August 4 earnings report riding a massive AI-fueled surge, but a demanding valuation and fresh insider selling raise the question of whether the rally has legs or a…
Every time AMD drops, the market hands out a discount on what may be the most strategically vital company in the AI infrastructure race, and three specific forces keep pulling this investor…
