NVIDIA already booked almost nothing from China, yet lawmakers keep pushing chip rules that could outlast this fight. The real danger may be a new political gatekeeper for sensitive sales, and one…
Omor Ibne Ehsan Oracle keeps beating earnings estimates and Wall Street keeps cheering, yet the stock has slid hard this year. The lone skeptic points to a number that the bulls rarely mention, and it…
A late-night report promised a $26 billion supplier stampede into Anthropic's IPO, then Anthropic called its own pricing inaccurate. Only one commitment appears in an SEC filing, so which backer holds the…
Wall Street sees a price target far above Broadcom's all-time high, even as AI chip sales triple and the stock lags the market. One December report could reveal whether sentiment or the…
Qualcomm's handset business is shrinking fast, yet a quieter segment just posted a record quarter that few investors are watching. Can it outrun the earnings damage, and where does our model say…
Wall Street shrugged off a short seller's warning about Jensen Huang and a Singapore chip buyer. Then the board opened an investigation, and the report's bigger claims about China and Megaspeed started…
Apple keeps setting records while Wall Street's own price target sits below the stock. A China AI approval and a looming margin squeeze raise the question of whether the rally has outrun…
Pre-Market Stock Futures: Futures are trading mixed, but it’s time to get your popcorn ready, because the October Consumer Price Index will be released this morning at 8:30 ET. Economists project headline…
The president vouches for NVIDIA's CEO, but he has no power over the board investigation or the congressional chairs demanding answers. Three high-stakes events land within days of each other, and each…
Omor Ibne Ehsan The Nasdaq-100 surged while its second-biggest holding sank under a CEO investigation. Chip stocks did the heavy lifting, but one level will decide whether this rally is a real rebound or a…
Both cloud giants just posted their fastest growth in years, yet their custom chips serve opposite goals. One bets on owning every layer of AI, the other on winning no matter which…
Micron's stock trades at roughly four times forward earnings, with most of next year's shipments already spoken for. So why does the company's own CFO sound like he is preparing investors for…
Bond investors see a credit risk while analysts see a growth story, and CoreWeave reports earnings this week. One lender-driven variable could decide which side is right, and Wall Street's boldest forecast…
Jensen Huang's 811.5 million Nvidia shares lost $6.47 billion on Monday, and Citi and Wells Fargo cut their price targets Tuesday morning. Here is what the first target cuts, three founder-scandal precedents…
Jeremy Phillips A spy scandal, a staff memo, and a board investigation have traders betting on Jensen Huang's future at Nvidia. But the market pricing the biggest exit odds is the thinnest, and one…
