Jim Cramer built his case that AI spending fears are overblown on three stocks, but two of them moved in the exact wrong direction on the day he made the call.
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.
AI infrastructure spending keeps accelerating. Hyperscalers keep pulling forward orders for custom accelerators, high-bandwidth memory, and high-speed networking silicon, and the three semiconductor names below all delivered raised guidance in their most…
Our AMD (NASDAQ:AMD | AMD Price Prediction) call is one of the tougher ones we’ve made this quarter. The stock has done what few thought possible, doubling in months on the back…
Broadcom's AI revenue just exploded 221% year-over-year while its stock sits 17% below recent highs, and CEO Hock Tan says the company is barely getting started. The path to $550 per share…
Vandita Jadeja Everyone talks about one AI chip company, but a quieter rival is printing cash, slashing debt, and locking in the hyperscalers designing around it, and the recent pullback just made the case…
Marvell has shed a third of its value since summer even as its fundamentals keep accelerating, and one Wall Street analyst just planted a target so far above the current price that…
Nvidia shares just dropped over 8% in a week while AI slowdown headlines pile up, and that is exactly when one investor keeps hitting the buy button with more conviction than ever.
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) shares are falling sharply midday Monday as a fresh debate over the pace of artificial intelligence (AI) infrastructure spending collides with a Federal Reserve policy…
Two finance podcast hosts just aired a live disagreement over where AI money flows next, and the stock they split on has already posted triple-digit revenue growth that most investors are pricing…
President Donald J. Trump used a Truth Social post on Monday morning to call Anthropic CEO Dario Amodei “Dario (Anthropic!), who is now pretending to be a “perfect little angel””. In the…
Chip stocks are sliding in early Monday trading after an AI pacing appeal over the weekend rippled beyond memory suppliers and into logic and accelerator names. Intel (NASDAQ:INTC | INTC Price Prediction)…
