A blunt warning about AI funding from one of the chip industry’s most prominent executives is hitting custom AI chip stocks harder than the wider semiconductor group. Broadcom (NASDAQ:AVGO | AVGO Price…
Confidential documents reveal that two of the world's most valuable tech companies quietly wrote identical checks to fund a new White House ballroom, and neither one sent out a press release. The…
Arm Holdings has surged over 120% this year while building a chip empire that stretches from smartphones into AI data centers, but a brutal recent selloff and a valuation that makes even…
CNN’s Fear & Greed Index stood at 46 a week ago, which is Neutral. On October 16, 2026, it reads 28, a few points above Extreme Fear. That’s a big swing in…
Artificial intelligence’s next obstacle may be the cost of money. Building data centers requires financing today, while the revenue needed to justify those investments arrives later. Washington also needs buyers for its…
NVIDIA's stock has pulled back over the past week, but analysts keep raising their estimates and the company keeps beating them. Whether an 80% gain is achievable by 2027 depends on a…
Vandita Jadeja Nvidia (NASDAQ: NVDA | NVDA Price Prediction) announced a deal with Volvo yesterday. Volvo is far from one of the world’s largest car companies. However, Zhejiang Geely Holding Group, which owns it,…
A rotation out of AI-linked chip stocks isn’t letting up, and two of the biggest names in processors are falling again. Intel (NASDAQ:INTC | INTC Price Prediction) stock is down 3% to…
Nvidia shares dropped nearly 6% this week on AI funding fears, yet the company's own financing web stretches to hundreds of billions in commitments that even its CEO calls circular. Here is…
Harvard's endowment just posted its best return in years, and the single stock sitting at the center of its public portfolio tells you something unexpected about how the world's richest university is…
Investors keep debating Tesla's car margins while a completely different business quietly rewrites the company's growth story. The real question is whether the market is pricing the wrong Tesla entirely.
Bond investors are quietly repricing the debt that funds AI's massive buildout, and some of the numbers coming out of quarterly filings suggest the easy money phase may already be over.
Intel just lost a third of its value while rivals AMD and NVIDIA kept climbing, yet one prominent analyst sees a path that leaves the consensus in the dust. The bull case…
AMD just absorbed a brutal sell-off and an $800 million export hit, yet its biggest customers keep signing billion-dollar commitments. Here is why the pain might be the point.
Jensen Huang admits Nvidia can only fill about 70% of current demand, and Taiwan's government just backed a multibillion-dollar bet that moving suppliers to Texas soil changes that equation for both Nvidia…
