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Coatue Management's latest 13F reveals Philippe Laffont stacking chips on a single concentrated AI infrastructure bet, and one of his…
Vanguard's flagship growth ETF has spent a decade crushing the market, but something shifted in 2026 and the two signals…
AMD just added Microsoft to a customer roster that already includes OpenAI and Meta, and the stock is sitting 8%…
Marvell collapsed 34% from its June peak while reporting accelerating AI bookings and raising its full-year outlook, a contradiction that…
Vanguard's most popular dividend ETF screens for companies with decades of consistent payouts, yet its single largest position is an…
Jim Cramer compared owning tech stocks to being tied to railroad tracks while a freight train approaches, and he has…
SK Hynix surged 14% Tuesday without a single company-specific headline, and the real test comes July 29 when its earnings…
Wall Street sees SpaceX doubling from here while one prominent analyst calls it worth half the current price, and the…
Wall Street keeps punishing Broadcom while its cash registers keep ringing, and one investor believes the gap between those two…
Hock Tan turned a struggling chip company into a trillion-dollar AI powerhouse through relentless acquisitions and brutal capital discipline. What…
A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm…
Nvidia just posted 85% revenue growth and raised its buyback to $80 billion, yet the stock sits 28% below its…
Four battered AI infrastructure stocks are staging a violent Monday morning bounce after losing up to 43% in a single…
One fabless chipmaker keeps showing up in my AI data center research, and its financials look nothing like the household…
Marvell shares collapsed more than 32% in a single month even as its data center business explodes and NVIDIA bets…
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