Anthropic just signed a $35 billion computing obligation against money it has not yet raised, and the analyst watching the deal says an IPO is the only way out. The implications for…
Jim Cramer and a top Wall Street analyst both see Nvidia as mispriced, but their prescriptions could not be further apart, and only one of them has the earnings to back it…
Rich Duprey Tesla has cratered while its Magnificent 7 peers race to pour nearly a trillion dollars into AI infrastructure, raising a pointed question about whether a car company truly belongs in an elite…
Jim Cramer just called a stock he says matters more than Nvidia right now, and the pick is not who most AI investors are watching. The reason behind his conviction reveals a…
Jim Cramer wants Nvidia to announce the largest share repurchase in corporate history, and his valuation argument is harder to dismiss than his collateral logic deserves to be.
NVIDIA, Micron, and SanDisk are dominating the AI trade in 2026, but each stock tells a completely different story about what it takes to beat Wall Street's targets over the next 12…
JPMorgan sees AI infrastructure spending surging toward a figure that would reshape entire markets, and the companies capable of manufacturing and designing the chips at that buildout's core fit on one hand.…
Jim Cramer went on air with a blunt message for Jensen Huang and a specific dollar figure that would force Nvidia to rethink how it spends its record-breaking cash pile.
Dell just handed Wall Street a number so large it forced analysts to reopen their models on a Wednesday morning, and the ripple through enterprise hardware is anything but even.
A single data point buried in Nvidia's latest earnings call flipped my read on where this stock is actually headed, and the market has not caught up yet.
Jensen Huang turned a modest chip startup into the backbone of the global AI arms race, and his personal fortune now rivals the biggest names in tech. But three mounting challenges could…
Nvidia just anchored a $35 billion compute deal where it supplies the chips, backs the cloud tenant, and holds the lease on the data center, raising a question even its own CFO…
Rich Duprey AMD has already doubled in 2026 while Lisa Su insists the AI buildout is barely getting started, but a sky-high valuation and tightening export controls raise the question of whether the real…
NVIDIA just posted record quarterly revenue while its stock barely budged, and the gap between what Wall Street expects and what the next four years could actually deliver may be wider than…
Vandita Jadeja Wall Street's average target already implies 40% upside for Nvidia, yet one scenario pushes far beyond what analysts have priced in. The math is simpler than you'd expect, and the catalysts are…
Vandita Jadeja 
