A small bet on Marvell in 2016 survived three brutal collapses that would have shaken most investors out of their positions before the real gains even began.
Elon Musk told SpaceX employees in August that AI revenue would overtake every other part of the business by September. The deadline has passed, and the numbers that will confirm or contradict…
A fund manager claims the economic gauges investors have trusted for decades stopped working the moment ChatGPT launched, and now his firm is selling ETFs built around what replaced them. Before you…
A Reddit investor walked away from three of the biggest AI trade names in the market, armed with math showing the economics simply do not add up. Whether his timing was brilliant…
Marvell Technology has already surged over 200% this year, yet analysts keep piling on buy ratings and management is forecasting explosive custom chip growth through 2028. Whether that momentum can survive rising…
Wall Street now has an ETF dedicated to large language model builders, but its biggest holding is a social media company, a third of the fund sits in Hong Kong, and the…
Anthropic's IPO could reprice one of the most valuable private stakes in tech, and the company holding it also collects rent on every GPU Anthropic runs. The question is whether the market…
Meta's ad engine is firing on all cylinders, yet a single line item in its budget has the power to flip bullish momentum into a costly trap for investors who ignore it.
Google builds its own AI chips, runs its own cloud, and controls its own models, yet still hands billions to NVIDIA every quarter. That uneasy relationship is starting to shift in ways…
Fifty-two analysts cover Microsoft and not one recommends selling, yet the stock has gone nowhere for a year while Azure just crossed a historic revenue threshold. Something in that gap between Wall…
Amazon and Alphabet both booked staggering Anthropic gains last quarter, yet the two hyperscalers are playing completely different games with the AI company heading toward a public listing.
Alphabet is pouring hundreds of billions into AI infrastructure while free cash flow turns negative and buybacks disappear, yet analysts still see 26% upside from here. Whether that bet pays off by…
Alex Sirois Meta just handed millions of users a free AI agent while Google keeps its own locked behind a subscription, and JPMorgan says the gap between those two strategies could gut one of…
On Wednesday, Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) Google unit unveiled Gemini 4 Argon, a frontier AI model aimed directly at enterprise work, and the market is declining to pay up for…
Every time I run the numbers on Broadcom, something keeps pulling me back to add more shares, and one specific scenario is the only thing that could make me stop.
