Broadcom and AMD both posted explosive AI growth and both have hyperscalers locked in as customers, but only one makes a convincing case for actually unseating Nvidia as the king of AI…
A report of Intel raising chip prices sent shares surging 3% and erased the prior session's Piper Sandler-driven selloff, but the real question is whether the company has genuine pricing power or…
Cathie Wood is trimming AMD just as its biggest product cycle in years prepares to land, and the last time ARK sold an AI chipmaker too early, the stock went on to…
Omor Ibne Ehsan NVIDIA dominates AI infrastructure while AMD plays scrappy underdog, but one valuation metric suggests the market may be sleeping on the wrong stock. The answer comes down to a single GPU ramp…
Jim Cramer has spent years cheerleading AI infrastructure stocks, so when he goes on air demanding a kill switch and calling the industry's casual talk of mass casualties unacceptable, investors need to…
After a 188% year-to-date surge, Intel is suddenly retreating hard on a Thursday that turned risk-off fast, and NVIDIA and AMD are getting dragged down with it. Here is what is driving…
AMD's Data Center revenue just shattered records and anchor commitments from the biggest names in AI keep rolling in, yet the path to $800 per share hinges on three conditions that could…
Vandita Jadeja Intel's stock has surged to levels that leave Wall Street's analyst community unmoved, and the gap between what traders are betting on and what the fundamentals actually show keeps widening in ways…
Markets are taking a beating as crude oil surges past $100 and Treasury yields hit multi-year highs, setting up a make-or-break inflation report that could seal the Fed's next move. Wall Street…
NVIDIA just posted revenue growth that left Wall Street scrambling to revise its models upward, and the stock is knocking on its all-time high door. Whether that price already prices in everything…
Marvell has already handed investors a 242% gain over the past year, yet Wall Street analysts are piling on fresh buy ratings ahead of an October catalyst that could define the next…
AMD's CFO just reshaped how big the AI chip market could get, and investors sent the stock surging past a key technical level while quietly slamming a door on one of Intel's…
David Moadel NVIDIA has minted fortunes once before, and its latest earnings suggest the AI hardware machine is still accelerating. But ballooning supply commitments, margin pressure, and a China-shaped hole in its revenue raise…
Invesco offers two funds tracking the exact same Nasdaq-100 stocks with the same management team, yet one of them quietly drains thousands of dollars from a long-term investor's portfolio. Knowing which ticker…
AMD just posted its biggest AI revenue surge in years and already has a massive GPU deal with OpenAI, yet the stock has been sliding for a month. The path to $700…
Vandita Jadeja 
