Wall Street analysts are chasing Micron with targets that leave our model cold, and the gap between their optimism and our measured call comes down to one overlooked risk lurking beneath record-breaking…
Yesterday, Anthropic announced that its revenue grew 50% quarter over quarter to $16.8 billion. On the back of an envelope, its 2027 revenue could exceed $100 billion. That is about Morgan Stanley’s…
On September 30, 2026, CoreWeave (NASDAQ:CRWV) chief executive Michael Intrator went on CNBC and said data center regulations would not hurt AI demand and that margins were higher than a year ago.…
Nvidia dominates AI compute, but hyperscalers are quietly shifting billions toward a rival chip architecture that costs less than half as much per workload. One semiconductor giant is positioned to capture that…
Apple is finally preparing to bring AI features to China after years of regulatory delays, but the version heading there is already two years old and missing the one feature that matters…
Coherent keeps beating earnings estimates while its stock slides further from a 52-week high, and now Wall Street's most bullish analyst has a target that implies shares could nearly double from here.
Jensen Huang just pledged a quarter-billion dollars to AI safety research and said he would cut off a customer building dangerous AI, but his own statements reveal how much wiggle room that…
Apple and NVIDIA now sit within striking distance of each other at the top of the market cap rankings, but the reason one trades near its all-time high while the other lags…
When a CNBC anchor made the case for American AI dominance on a comedy show, she got the national security argument exactly right and the investment argument exactly backwards. Here is what…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock dropped 8% to $35.85 this afternoon, leaving the stock up 22% in 2026. The year-to-date gain still might look healthy, and it raises…
Citi's strategist set a bold year-end price target for the S&P 500, but the math only works if a beaten-down slice of the market stops bleeding while Treasury yields are still climbing…
Broadcom's revenue exploded while its stock sat nearly flat for a year, and that gap keeps widening every quarter. Before dismissing this as a broken trade, consider what the market may be…
Taiwan Semiconductor keeps raising its own growth targets while its share price moves in the opposite direction, and third-quarter results will determine whether that gap closes in investors' favor or widens into…
An investment boom can create real businesses and still leave shareholders paying too much for them. Artificial intelligence presents just that scenario: chip suppliers collect revenue today, while their customers must turn…
Marvell just secured a deal its CEO called a monster number, analysts have zero sell ratings on the stock, and the biggest growth catalyst has barely shown up in the financials yet.
