The Federal Reserve's latest field report caught something the jobs data hasn't shown yet, and the implications for businesses, workers, and investors run in opposite directions at once.
Broadcom just delivered its best quarter ever, yet the stock sits nearly flat on the year as critics hammer its slower segments. Here is why one investor sees the same drag as…
NVIDIA doubled its revenue while Broadcom grew AI chip sales 221%, yet the two companies are betting on completely opposite visions of who actually controls the future of AI computing.
For years, artificial intelligence has been sold as the next great productivity revolution. Businesses would produce more with fewer resources, profits would rise, and the economy would benefit from a technological leap…
Bybit now lets you swap crypto for over 1,000 US stocks, but what you actually own depends on which version of the service you use, and the difference matters more than most…
Everyone is watching AMD's GPU ramp, but a quieter force inside the data center may be the one that actually drives the stock through 2027. Here is why most investors have their…
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…
