Debt worries have swept through AI cloud stocks over the past month, and CoreWeave (NASDAQ:CRWV) has taken one of the heaviest hits, falling far below a level it held just weeks ago.…
Optics/photonics stocks are extending their rebound as more analysts argue that optics are a choke point in the AI expansion, yet Coherent (NYSE:COHR | COHR Price Prediction) is sitting out the move.…
Meta just dropped 17% in a month while simultaneously launching an AI agent that generated $200 average purchases for millions of new users. Here is why that tension points in only one…
Chip equipment stocks are leading a third straight day of gains across semiconductors as SK Hynix‘s (NASDAQ:SKHY) view that the memory shortage lasts into 2030 points to years of fab building. Lam…
Microsoft's revenue surged nearly 18% last year while its stock sat almost perfectly flat, and that disconnect between earnings momentum and share price tells a story most investors are missing ahead of…
Wall Street's consensus target sits below where Apple already trades, yet our model sees a very different number ahead of the November earnings report. Here is why the Street may have badly…
UBS is calling out Wall Street for sleeping on how profitable AWS can get, and Amazon's October 29 earnings report will either validate that contrarian view or expose a cloud giant running…
Palantir (NASDAQ:PLTR | PLTR Price Prediction) is dominating AI headlines after posting 92.8% revenue growth last quarter and raising its full-year guidance again. The valuation and the timing deserve a closer look.…
When a company's biggest chip suppliers start buying equity stakes in their own best customer, something unusual is happening in the AI supply chain. The question is whether that bet signals confidence…
Memory and hard drive stocks are splitting, with chipmakers rallying behind a South Korean supplier’s record quarter while a hard drive maker slips despite a strong report of its own. Shares of…
Deutsche Bank's top macro researcher flagged a single date on the calendar as the market's historical autumn floor, and stocks moved exactly as the pattern predicted. Whether the Fed, oil above $113,…
Customers are signing contracts with Microsoft faster than the company can build data centers to serve them, and the backlog number that results may be the most important figure most investors have…
Artificial intelligence has become Wall Street’s favorite investment theme, helping push stocks to record highs while raising concerns about how long the boom can last. For retirees, the stakes are especially high.…
With the Fed rate decision dropping at 2:30 PM and Alphabet and Microsoft reporting before the bell, Wednesday's analyst calls on Enphase, Spotify, Whirlpool, and a newly public Rangers franchise land at…
OpenAI reportedly buying Google's custom AI chips would quietly shift leverage in one of the most lucrative vendor relationships in tech, and the fallout for NVIDIA's pricing power and Alphabet's chip ambitions…
