Alphabet just came off its longest monthly losing streak in over a decade, and a massive capital spending bet has free cash flow running negative. So why are analysts lining up to…
One number buried in NVIDIA's latest earnings report tells you everything about whether this company has real pricing power or just a lucky streak, and most investors scroll right past it.
Years of buying and holding a single chip maker turned one Oregon couple's brokerage account into their largest asset by far, bigger than their home and their 401ks combined. But sitting ten…
Jake FitzGerald Nvidia just committed serious money to train plumbers and electricians, and the retailer that sells to those exact tradespeople responded by printing a 52-week low. Something in that equation does not add…
Sitting out the AI rally felt safe until the S&P 500 started looking like a semiconductor fund in disguise. Three ETFs can get retirees into the trade without the single-stock exposure that…
Broadcom just posted AI chip growth that dwarfs nearly every semiconductor result this year, yet the stock sold off anyway. The real question is whether the market priced in the wrong number…
Marc Ganzi just cashed out a $4 billion deal, and now he is drawing a pointed comparison between today's AI infrastructure frenzy and the late 1990s fiber overbuild. His warning about who…
Nvidia is reportedly spending billions to acquire a platform that built its reputation by giving everything away for free, and the biggest threat this deal is meant to neutralize comes from Nvidia's…
Jim Cramer says Broadcom's AI revenue forecast is the jaw-drop number of the year, but the customer driving it is a company no retail investor can actually own, and that hidden dependency…
A White House AI adviser is selling data centers as economic lifelines while Berkshire's Greg Abel warns of a full-blown revolt taking shape in communities across the country. One of them is…
One stubborn number buried in Nvidia's latest earnings report signals something that almost never survives at hardware scale, and it is the reason this investor keeps adding shares despite a valuation that…
A semiconductor industry veteran who survived decades of brutal boom-and-bust cycles is calling an end to that era forever, but buried inside his optimism sits a warning about memory capacity that quietly…
Dell's 16% single-day surge gave one market strategist the proof he needed that AI spending is grounded in fundamentals, not hype. But a closer look at the margins hiding beneath that record…
Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin…
AMD just posted its best data center growth in years while Nvidia guided margins lower, and one number buried in both earnings calls reveals whether the AI chip race is actually tightening…
