Steve Eisman, the money manager who shorted subprime and was portrayed by Steve Carell in The Big Short, warned on his September 21 podcast that the AI trade rests on dangerous concentration.…
Every AI doom headline that crosses my feed makes me want to buy more Nvidia, not less, and the company's own numbers explain exactly why the fear and the fundamentals are pointing…
RBC's top equity strategist just named a price level that should make every S&P 500 investor uncomfortable, and she said it while defending a target most bulls would celebrate. The two positions…
For the first time, our proprietary valuation model and Wall Street analysts are pointing at the same stock and the same direction, but the reasons behind that rare consensus reveal something bigger…
Shares of Alibaba Group (NYSE:BABA | BABA Price Prediction) are rallying Tuesday morning after the company unveiled its most powerful AI chip yet at Alibaba Cloud’s annual conference in Hangzhou. Alibaba stock…
Nebius just cleared a capacity auction at prices that stunned even its own projections, and the gap between what customers are willing to pay and what the stock currently reflects tells a…
Alex Sirois With the Trump-Xi summit approaching, Boeing and NVIDIA both carry massive China exposure but in completely opposite ways, and that difference points to only one name as a genuine binary trade on…
Jim Cramer has spent years making a distinction between stocks meant to be traded around short-term swings and companies he believes investors should simply own through them. Apple was one of the…
Micron's order book is locked, its customers are desperate, and its margins are breaking records, yet the same forces that made memory a graveyard for investors for four decades have not disappeared.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang has publicly welcomed a potential $8 billion personal tax bill from California’s proposed one-time billionaire wealth tax. The stance contrasts sharply with Larry…
A single quarter-point rate hike just wiped out hundreds of billions in NVIDIA's market value, and the forces behind that move are only getting more entangled with the AI buildout's financing structure.
Arm's CEO cited the same customer demand figure in July and September, yet the stock reacted in completely opposite ways. What shifted between those two moments could redefine how the entire chip…
Intel's stock has surged over 250% in a year, NVIDIA just took a $5 billion stake, and the CEO is calling it the strongest revenue growth in fifteen years. So why does…
Broadcom just posted its ninth straight earnings beat while AI revenue exploded triple digits year-over-year, yet the stock has barely moved in 2026. Something has to give, and our model has a…
NVIDIA and Eli Lilly both shattered expectations this quarter, but picking the better stock for the next decade means choosing between two very different growth machines at very different levels of risk.
