Appaloosa Management just walked away from 12 stocks, and the pattern hiding beneath the list suggests David Tepper is betting everything on a very short list of survivors.
Optics stocks are surging into the weekend with no confirmed catalyst behind the move, while Broadcom sells off sharply even as the broader market hits record highs. The divergence points to a…
Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the…
A weekend debate on social media about optics replacing memory as the hottest AI trade sent optical stocks surging at Monday's open, then something unexpected happened within the first ten minutes of…
Corning just handed investors one of the steepest single-stock declines in its peer group, yet at least one major Wall Street bank is responding by raising its price target to levels that…
Wall Street analysts are reshuffling their bets heading into August, and some of the calls on Monday target names that range from a crypto giant to a coffee behemoth to a semiconductor…
QuantumScape holds solid-state battery IP that every major automaker quietly covets, yet its stock has lost more than half its value in a year. Five potential acquirers have the cash, the motive,…
NVIDIA is quietly buying up unlit fiber cables buried beneath American soil, and the strategic logic behind that move reveals something much bigger than a simple supply chain upgrade.
Jim Cramer compared owning tech stocks to being tied to railroad tracks while a freight train approaches, and he has a very specific set of sectors in mind as the escape route.
Jim Cramer says Micron just delivered one of the best quarters in memory chip history, yet he still wants you out of the stock before Monday. The reason has nothing to do…
Jensen Huang has been placing bold bets on optical connectivity firms that could define the next chokepoint of the AI race, and a recent market pullback may have just handed investors a…
Corning’s (NYSE:GLW | GLW Price Prediction) 13.6% single-day drop is being looked at as a crack in the AI fiber thesis by many. The stock had gone parabolic, up 192.71% year-to-date heading…
Omor Ibne Ehsan Jim Cramer spent Monday night on Mad Money doing something television hosts rarely do on camera: calling himself an idiot. A viewer named Kyle phoned in about her Corning (NYSE:GLW | GLW…
Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep…
Live Updates BofA Bears 1:59pm ETBank of America is urging investors to take profits, warning that roughly 70% of its bear-market indicators have fired, a level the firm says has historically aligned…
