Pre-Market Stock Futures:Futures are trading higher after a Monday bounce that saw all major indices finish higher; stocks closed well below their intraday highs, but it was a positive start after a…
Broadcom just posted AI revenue growth of 221% year over year while its stock sits near a 52-week low, and the gap between where shares trade today and where earnings power suggests…
Anthropic filed publicly for its IPO on Oct. 26, 2026, and Election Day comes on Nov. 3. Michael Pearce, chief U.S. economist at Oxford Economics, says the biggest risk to the AI…
AMD has surged 156% this year while NVIDIA still dwarfs it on margins and data center scale, and the distance between those two realities is exactly what will determine whether AMD stock…
SMH has handed long-term holders a staggering price run, yet the fund's annual payout tells a quietly unsettling story that most investors overlook when the share price keeps climbing.
Elon Musk says debt markets have nearly shut off funding for AI data centers and predicts a wave of half-built facilities with nowhere to go. Whether that warning reflects reality or just…
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…
