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…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has been on quite the investment spree in the past year, and while much of the AI bets and partnerships have begun to bear fruit after…
Although Wall Street has spent the past three years arguing about whether AI capex is a bubble, one figure from Nvidia CEO Jensen Huang makes it all pretty clear. A single 500-megawatt…
Bank of America has added FedEx (NYSE:FDX | FDX Price Prediction) to its “US 1 List,” a collection of its best investment ideas. The move, announced May 11, is a high-conviction symbolic…
The Fast Money panel on CNBC zeroed in on the question every AI investor is asking: How much longer can NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) keep printing? One panelist captured the…
The AI optics trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 14% in midday trading, while Coherent (NYSE:COHR | COHR Price Prediction) is off 10% and Lumentum (NASDAQ:LITE)…
