Supermicro shares have sold off hard even as its order backlog hit record levels and a preliminary quarter beat guidance. A single-digit forward multiple on a company growing faster than Dell raises…
The Magnificent Seven split in two on Wednesday morning, the day after Democrats won control of Congress. As of about 11:15 AM ET on Nov. 4, five of the seven megacap tech…
Memory prices are climbing fast, and that single cost is splitting two tech giants onto opposite sides of a trade. One company's suffering feeds the other's record margins, and the gap between…
Intel's data center business just posted its best growth in over a decade, yet shares cratered in premarket trading on a combination of soft guidance and a factory incident. Here is why…
A record quarter at Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) isn’t enough to push AMD shares in either direction today. AMD stock is basically unchanged at $483.34 in morning trading.…
CoreWeave's GPU empire carries a backlog that Wall Street analysts value at more than double today's share price, yet the same contracts burying rivals in debt may be quietly burying CoreWeave too.…
Big Tech is leading the stock market’s recovery from a volatile election night, and three of its largest names are setting the pace. Amazon (NASDAQ:AMZN | AMZN Price Prediction) stock is at…
Lisa Su gave a growth target on AMD's latest earnings call that left analysts scrambling to reconcile it with the company's official long-range financial model, and the gap between the two numbers…
Amazon (NASDAQ: AMZN | AMZN Price Prediction) is America’s dominant retailer. In this year’s Fortune 500, it overtook Walmart (NYSE: WMT) to become the nation’s largest company by revenue. Walmart held that…
Nvidia quietly told its cloud partners to limit how much business they do with Chinese customers, and the unwritten rule is already putting some smaller providers in a difficult position ahead of…
Omor Ibne Ehsan Marvell cratered nearly 37% in a month while every AI chip rival held up far better, yet one Wall Street desk just reaffirmed a price target that implies triple-digit gains from here.…
A Bank of America strategist sketched out a scenario months ago that markets hoped would never arrive, and now that it has, futures are moving in exactly the direction he feared, with…
Surging AI demand lifted one tech giant back to the top of the market cap rankings on Election Day, while the same force quietly eroded the margins of its closest rival. The…
CoreWeave's $104 billion revenue backlog and a Street-high price target pointing to 365% upside tell one story, but its bond market tells a very different one, and right now the bond market…
AMD just posted record revenue and watched its free cash flow crater at the same time, and Wall Street celebrated anyway. What the company did with billions in cash tells a story…
