Memory stocks are cratering despite blockbuster earnings, and the reason reveals something uncomfortable about how much of the AI storage boom traders had already priced in before Thursday's open.
AMD and Marvell have both crushed earnings while lapping NVIDIA and Broadcom on year-to-date returns, but their strategies for capturing AI infrastructure spending point in completely opposite directions, and only one of…
Hyperscalers are quietly ripping out the networking fabric of every major data center, and one overlooked chipmaker keeps landing the contracts that make that rebuild possible. Here is why every pullback in…
Amazon and Microsoft are burning through roughly $100 billion a quarter on AI infrastructure, and two companies sit directly in that cash flow's path. One just tripled its free cash flow and…
NVIDIA just delivered its loudest quarter of the AI era, yet shares sit nearly 30% below their peak while B200 systems vanish from shelves faster than they ship. The bull case for…
AWS chief Matt Garman just posted something on X that stopped AI skeptics cold, and the suppliers quietly sitting on his order books are already feeling it in their stock prices.
AMD, Micron, and Marvell have already posted triple-digit gains in 2026, but a summer pullback is raising a bigger question: whether the AI infrastructure wave has enough fuel left to push all…
Marvell Technology just dropped nearly 21% in a month, and one analyst with skin in the game is treating that selloff as a buying opportunity. The reason comes down to a single…
The AI infrastructure trade has quietly rotated away from chips and toward the wires, switches, and optics connecting them, and three under-the-radar networking stocks just posted the kind of earnings that suggest…
Marvell collapsed 32% in a single month while 44 analysts refused to cut their targets, leaving a widening gap between where the stock trades and where the Street thinks it belongs.
A former OpenAI researcher turned a few hundred million dollars into a $45 billion AI hedge fund in under two years, then watched it all collapse in a single week after a…
Rambus just beat earnings on every single line and still cratered more than 14% over two sessions, leaving investors wondering whether the selloff created an opportunity or a warning sign worth heeding.
NVIDIA just broke a key price floor on its worst week in months, yet one Wall Street analyst is pounding the table harder than ever with a target that would make most…
Optics stocks that soared triple digits this year are getting hammered Tuesday, and the reason traces back to a single line in Alphabet's latest earnings report that traders cannot stop talking about.
Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week…
