OpenAI just built an AI-designed chip that already beats Nvidia's best in early tests, and one macro investor has pinpointed exactly when Nvidia's most valuable competitive advantage disappears entirely.
Marvell just posted blowout earnings and locked in a landmark Google deal, yet shares fell 10% in a single session. Whether that selloff is a trap or a warning sign depends on…
Everyone is chasing the same AI trade, but one chipmaker sitting in NVIDIA's shadow just posted 50% revenue growth and landed commitments worth gigawatts from two of the biggest names in tech.…
AWS just committed a staggering sum to plant its flag in a sovereign AI market that could reshape the global cloud race, and Wall Street is still figuring out what it means…
Palantir just posted a 51% single-month surge and the kind of revenue guidance that has analysts scrambling to revise their models, yet the stock still trades near Wall Street's consensus target. Here…
Arm has quietly captured the CPU backbone of the AI data center buildout, yet its current price tells a strikingly different story than its growth numbers do. Here is what Wall Street…
Trump fired a warning shot at communities blocking data centers, but a growing revolt stretching from Texas to Arizona reveals the $1 trillion AI buildout faces a political obstacle that no Truth…
AJ Tiarsmith Memory stocks quietly powered one of the steepest AI trades of the cycle, but Micron now sits at a crossroads where a blowout quarter and a $100 billion sales backlog collide with…
Tim Cook moved billions of iPhones and doubled Apple's slice of the S&P 500, yet one looming question about his legacy may overshadow all of it: did sitting out the AI arms…
CrowdStrike just turned its biggest rivals into data suppliers feeding the Falcon platform, and the market is paying attention. Here is what the Fal.Con 2026 keynotes reveal about where enterprise cybersecurity is…
NVIDIA just posted the largest single quarter in semiconductor history, yet shares trade nearly 50% below where one price target says they belong. The math behind that gap reveals something Wall Street's…
Vandita Jadeja A post-earnings drop handed one investor a reason to buy more Marvell Technology, not sell it, and a Google warrant that binds a hyperscaler to shareholder returns is only part of why…
AWS just posted its fifth straight quarter of accelerating growth while Amazon's advertising and AI businesses quietly crossed thresholds that Wall Street has not fully priced in yet. Here is what the…
ServiceNow and Salesforce both posted AI-fueled earnings and both claim the future of enterprise automation, but they are attacking the problem from opposite ends of the stack, and only one positioning survives…
Jim Cramer laid out a binary bet on Marvell that hinges on one executive's performance at a single October meeting, and the math behind it changes everything about how you read the…
