Broadcom's AI chip revenue exploded 221% in a single quarter, and its forecast stretches far beyond what most investors are pricing in. Here is how a $5,000 stake could play out across…
Custom chips anchor the Investor Day pitch from Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction). The argument is lifting shares of both Marvell and Broadcom (NASDAQ:AVGO), the other major design partner hyperscale…
A hyperscaler just committed two decades of demand. That demand is for firm, around-the-clock nuclear power, and the merchant nuclear group is repricing around that signal, led by Constellation Energy (NASDAQ:CEG |…
Broadcom's AI revenue is exploding at triple-digit growth rates, yet the stock has barely moved in 2025. Something has to give, and figuring out which way it breaks could make or break…
Vandita Jadeja A federal judge just cleared billions in ad-tech damages claims against Google to proceed to trial, where antitrust law would automatically multiply whatever a jury awards. But the real threat to Alphabet…
Alphabet just posted 40% gains and trades at a cheaper multiple, so why does one analyst still reach for Microsoft when building a retirement position that has to last decades?
Tesla sits at the bottom of the Magnificent 7 leaderboard while trading at a valuation that leaves almost no room for error, and the latest earnings report raises serious questions about whether…
At 9:16 a.m. ET on October 5, 2026, Jim Cramer posted on X: “It’s Co-Pilot’s time! MSFT going higher. Big move coming”. He noted the company is a big CNBC Investing Club…
Azure just crossed a threshold that almost no software business ever reaches, and Microsoft's AI backlog is growing faster than its ability to build the infrastructure to support it. Whether that tension…
Retirement savers who own broad index funds hold large positions in four companies that one researcher believes may not survive the next generation. Jeffrey Cole of USC Annenberg is director of the…
A new Melius Research call argues that corporate fear of artificial intelligence (AI) can itself drive software demand, with Microsoft (NASDAQ:MSFT | MSFT Price Prediction) shares carrying that argument. Microsoft stock is…
Alphabet collects a check whether AI wins through cloud contracts, ad clicks, or paid subscriptions, and that structural advantage shapes every buy decision I make. The real question is whether the spending…
Alex Sirois A search giant, a workflow platform, a payment network, and a consultancy are now among the most aggressive acquirers in cybersecurity, and their motivations have little to do with selling security products.
Amazon is pouring hundreds of billions into data centers before most of that spending shows up as profit, and the case for owning it now depends on understanding why that gap is…
On October 1, 2026, David Sacks reposted clips on X going after Bill Gates over his warning that AI could be responsible for a billion deaths. Sacks is a venture capitalist who…
Gerelyn Terzo 
