Arista Networks keeps stealing AI infrastructure deals away from Nvidia's proprietary grip, and the case for owning the open Ethernet alternative gets stronger every time the stock pulls back.
Marvell booked a record number of AI design wins and secured a partnership worth billions with Google, yet a wave of Taiwanese chip designers is quietly undercutting the margins that make those…
AMD has surged 156% this year as AI contracts rolled in, but one unproven product cycle could either justify a run past $689 or expose just how much faith is already baked…
Every time NVIDIA pulls back, the same question resurfaces: is the selloff a warning sign or a rare entry point into the most entrenched platform in AI computing? The answer depends on…
Wall Street still treats Qualcomm like a struggling handset maker, but a string of quiet wins in automotive, data centers, and hyperscaler silicon suggests the market has badly mispriced what this company…
Every major AI chip bears the fingerprints of one manufacturer, and that company just raised its full-year growth outlook for the third time. Whether the stock's recent pullback is an opportunity or…
Broadcom and Marvell both crushed AI estimates and raised guidance, but they are winning in very different ways, and only one of those strategies scales fast enough to matter when hyperscaler spending…
Arm just handed hyperscalers a shortcut around the custom chip work that made Marvell a challenger to Broadcom, and one of these companies is pricing its silicon far too low to ignore.
Broadcom's AI revenue is exploding and Wall Street analysts are nearly unanimous in their bullish stance, yet the stock sits in the red for the year while the S&P 500 surges. Something…
NVIDIA now sells something far bigger than chips, and Wall Street is still catching up to what that means for the stock price. One supply constraint is quietly doing more to support…
A brutal week of selling left NVIDIA at its cheapest valuation in months, but the fundamentals tell a completely different story than the price action suggests.
Citadel founder Ken Griffin told the Future of Global Markets Conference in New York on October 20, 2026 that investors are “almost certainly” in an AI bubble. Griffin built his reputation as…
Credo Technology just delivered triple-digit revenue growth and a beat-and-raise quarter, yet the stock has cratered while two major Wall Street firms argue the selloff has created one of the most compelling…
One ETF promised high monthly income and delivered. The other promised competitive returns and delivered. Choosing between them depends on a trade-off that most retirees get wrong until they see the numbers…
Anthropic's confidential IPO filing reveals cloud commitments so large they could reshape the risk profiles of Amazon, Alphabet, and Microsoft simultaneously, and all three companies are both financing Anthropic and competing against…
