Google just handed Marvell a $12.2 billion equity-linked custom-chip deal, and Broadcom shareholders are left wondering how much of their AI revenue story walked out the door with it.
Wall Street is firing on all cylinders this Thursday, with major upgrades hitting healthcare, telecom, and e-commerce while Treasury bond buybacks shake up yields and send gold surging past $4,500. Find out…
Alphabet has had a strong year, and a 2X leveraged ETF tracking it sounds like an even better deal until you see the actual returns and realize something quietly eroded a significant…
VUG's rock-bottom fee gets all the attention, but a hidden cost in the fund's structure quietly shapes every dollar you invest in ways most holders never stop to calculate.
Marvell just walked into Broadcom's most important customer relationship, and the fallout is shaking loose bigger questions about whether Broadcom's stock has been quietly losing its grip on the AI chip race…
AWS just posted its fastest growth in over four years, and the numbers behind the reacceleration suggest Amazon's cloud story is only getting started. Here is what the bull case, the bear…
A massive warrant disclosure just reshuffled who builds Google's AI chips, sending one semiconductor giant surging while punishing the longtime incumbent with a 3% drop before markets had time to blink.
Aurora Innovation operates the only driverless Class 8 trucks running at scale on U.S. public roads, and that monopoly position is drawing serious attention from some of the heaviest hitters in freight…
OpenAI just bought back employee shares at an $852 billion valuation while a dozen senior leaders walked out the door. Analyst Ed Zitron lays out exactly what breaks when the world's most…
While the Nasdaq sold off hard Tuesday and AI-heavy tech names took a beating, one Magnificent 7 stock quietly closed in the green. The reason why reveals a growing fault line inside…
Azure just crossed a milestone most analysts did not expect this soon, and the stock is still sitting in consolidation territory. Here is why one investor keeps adding shares before the AI…
Evercore's top strategist calls megacap tech earnings breathtaking, then tells investors to buy more. The reasoning behind that contradiction points to a structural pattern in bull markets that has a very uncomfortable…
A Plexo Capital partner who owns Anthropic shares went on CNBC to defend a valuation that dwarfs every profitable public AI company, and the caveat he buried in his own argument may…
A 29-state youth-harm trial opened in Oakland Tuesday with damages that could dwarf Meta Platforms' entire market cap, and that legal cloud is landing just as the company's cost structure shows a…
A senior member of the House Intelligence Committee's cyber subcommittee just disclosed purchases of three pure-play cybersecurity stocks, and whether that filing reveals anything worth acting on depends entirely on a structural…
