HSBC just blew up the consensus on Intel with a price target that towers above every other analyst on the Street, and it landed right as the stock shed 15% in a…
Paul Pelosi just placed a multimillion-dollar bet on a fuel cell company tied to AI data center power, and the structure of the trade looks almost identical to the household's most profitable…
Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do…
Stanley Druckenmiller just closed out three of the most talked-about semiconductor positions on Wall Street and immediately put the proceeds to work in a pair of AI infrastructure names most income investors…
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.
Lee Ainslie just torched Maverick Capital's playbook, dumping chip giants to pour hundreds of millions into five names that look nothing like his fund's typical bets, and one of them involves derivatives…
Joel South Chip stocks are selling off hard even as bond yields fall and the broader market turns green, yet one name in the sector is holding completely flat while its peers bleed out.
AI hardware stocks are bleeding out hours before Cerebras' most anticipated product reveal yet, and the reasons go well beyond one company's event.
Intel shares are up over 300% in a year, but Wall Street still has serious doubts, and the gap between the consensus target and the bull case reveals a high-stakes bet on…
Vandita Jadeja NVIDIA's first public 13F filing surprised Wall Street with a portfolio that reads less like passive investing and more like a strategic blueprint for controlling the entire AI supply chain. Five of…
Intel sits on roughly $30 billion in cash, yet its entire disclosed stock portfolio fits inside just two struggling companies tied to autonomous flight and self-driving cars. The reasoning behind that concentrated…
Quarterly institutional filings just revealed which major tech rivals and hedge funds were crowding into the same chip stock before Tuesday's sharp selloff, and the concentration levels are raising eyebrows across Wall…
Masayoshi Son just placed an enormous bet on a single American chipmaker, and the move has already turned against him on paper. Whether his conviction holds the key to Intel's next chapter…
A Wedbush note linking Cerebras to OpenAI's fastest inference tier sent shares surging after last week's brutal selloff, and the 13F filings landing Monday reveal exactly which major funds are quietly betting…
A Sunday research note on a single chip ramp sent the entire AI networking layer surging Monday morning, and institutional positioning already hiding in plain sight suggests the move may have had…
