Jensen Huang calls it a full-stack AI factory platform, not a chip company, and that distinction is reshaping where billions in hyperscaler spending actually land across five companies fighting over the same…
A single pricing figure buried in IREN's latest earnings report suggests the neocloud's existing contract book may be dramatically undervalued relative to what customers are willing to pay right now.
Jensen Huang just bypassed every earnings call caveat and posted two words on X that the AI industry has been arguing over for years. Whether a 100,000-GPU training run actually proves his…
Rich Duprey Arm's new Samsung chip deal looks like a data center breakthrough, but the business investors are actually paying 298 times earnings for operates on completely different terrain from where this partnership lands.
South Korea just promised free, unlimited AI to 51 million citizens, and the chipmakers supplying the hardware are already booking it as a win. But the gap between that promise and the…
While investors pile into Nvidia, a quieter memory supplier has already outpaced it with gains topping 700% in a year, and analysts think the run is nowhere near finished.
AMD and NVIDIA both posted explosive AI quarters, but they are betting on opposite visions of how the AI economy will actually be won. One of those visions fits the next phase…
The iShares S&P 100 ETF just swapped out a toothpaste giant and a mall REIT for four AI infrastructure plays, and the move reveals something uncomfortable about what this so-called blue-chip fund…
Huawei's best AI chip cannot keep pace with Nvidia hardware that is already three generations old, and the gap is widening faster than most investors realize.
Jim Cramer is calling the Magnificent Seven a generational buying opportunity, but the argument only holds for some of them, and getting that distinction wrong is an expensive mistake.
Omor Ibne Ehsan SCHG markets itself as a diversified large-cap growth fund, but a closer look at its holdings reveals a much narrower bet, and that structural quirk may explain why growth investors keep watching…
Omor Ibne Ehsan A blowout jobs report pushed September rate hike odds past 60%, which should have hammered high-multiple chip stocks. Instead, the semiconductor complex ran straight into the headwind and left the rest of…
Nvidia and Apple took opposite approaches to AI spending in 2026, and both are beating the market anyway. The shared contrarian logic behind their gains challenges everything Wall Street assumed about who…
Goldman Sachs says the AI spending cycle is just getting started, but the stocks that made investors rich in the last leg may not be the ones that do it in the…
Jim Cramer called it both offensive and defensive, but the two halves of the Hugging Face deal are not equally interesting, and the one that actually moves the stock is the one…
