China headlines, a tech selloff, and a $279 billion supply commitment that could go sideways if AI demand fades: here is why one investor keeps adding to Nvidia anyway.
XLK markets itself as diversified large-cap tech exposure, but a closer look at the holdings reveals a chip bet so large that even a quarterly rebalance may do nothing to shrink it.
AMD just posted the most consequential quarter in its history and Lisa Su says the company is tracking ahead of its own targets, yet the stock sits 5% below its peak with…
Vandita Jadeja Most semiconductor ETFs bury foundry exposure under layers of chip designers, equipment makers, and memory producers, which is exactly the problem a new fund called AIFR is built to fix. Whether its…
Recently, Jim Cramer interviewed OpenAI’s CFO Sarah Friar, noting that both OpenAI and Anthropic had backed calls to slow development on the most powerful AI models so safety protocols could catch up.…
QQQ turned $100,000 into a million dollars faster than most retirement plans dare to model, but the math depends entirely on which decade you believe comes next.
Jim Cramer opened a recent Mad Money segment by focusing on the companies driving the AI buildout. “Trust, once destroyed, is very hard to restore,” he said. While referencing OpenAI and Anthropic’s…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) is leading a third consecutive session of gains for semiconductor stocks, with AMD stock up 7% to $548.76 in Thursday afternoon trading. The move…
Broadcom just posted its ninth consecutive earnings beat and guided AI revenue up 236% year-on-year, yet the stock keeps sliding while the rest of the sector holds firm. One top analyst thinks…
Marvell's stock has cratered even as its AI data-center business posts record numbers and analysts pile on upgrades, and one KeyBanc analyst is drawing a very different conclusion from the selloff than…
OpenAI's CFO just revealed how $122 billion in cash fundamentally changes the power dynamic between the world's most important AI lab and its chip suppliers, and the implications for Nvidia's premium pricing…
Broadcom just posted AI revenue growth of 221% year over year and guided for even bigger numbers ahead, yet the stock sits well off its highs and trades at a fraction of…
Broadcom posted record AI chip numbers and Wall Street still hammered the stock, leaving analysts pointing to a gap between price and target that rarely opens this wide on a mega-cap. Here…
Every time the overpriced chorus grows louder on Nvidia, one investor adds more shares, and the reasoning behind that move cuts against almost everything the skeptics keep quoting.
AMD just handed OpenAI, Meta, and Anthropic gigawatt-scale reasons to abandon NVIDIA, and Lisa Su is making a bold promise about 2027 that Wall Street has not fully priced in yet.
