Billions poured into leveraged semiconductor and tech ETFs as prices fell in October, but the funds that reset their exposure every single day carry a hidden math that makes waiting for a…
John Ternus used his first words as Apple CEO on an earnings call to warn investors about a cost problem spreading across every device the company sells, and the market responded before…
Paul Pelosi bought Intel shares and options worth up to $1.5 million in late July, then Intel suffered its worst single-session collapse in half a century. Now retail investors who copy congressional…
AMD has shed nearly a fifth of its value in a month while sitting on gigawatt-scale AI commitments from Anthropic, OpenAI, and Meta. Whether those deployments justify a 190x earnings multiple is…
Bitwise's Matt Hougan thinks a single AI IPO could redirect billions of dollars toward crypto, but the same event might first drain capital away from Bitcoin and Coinbase before any windfall arrives.
Securitize just added Disney, ExxonMobil, and Salesforce to its tokenized stock platform on Solana, and October trading volumes are turning heads on Wall Street. But a closer look at how these trades…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) goes into its Q3 2026 earnings report with the chip group divided over how far a PC warning from Intel (NASDAQ:INTC) could spread. AMD…
Polymarket traders nailed Nvidia's direction nearly 79% of the time across hundreds of markets, then whiffed badly in October. Now they have fresh money on the table for November, and an earnings…
Trey Thoelcke Qualcomm is quietly lining up data center wins with the world's biggest hyperscalers, and the revenue clock is about to start ticking. Whether it can offset mounting handset headwinds before Wall Street…
As the AI trade collapsed, so did the shares of AI companies and megacaps facing negative cash flow because of their expense commitments to AI data centers. Nvidia (NASDAQ: NVDA | NVDA…
Arm Holdings has quietly shifted from smartphone chips to hyperscale data centers and its own silicon, a pivot that splits analyst opinion sharply and sends five-year return scenarios ranging from a loss…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is acquiring Lumentum Holdings (NASDAQ:LITE). The all-stock agreement is reshaping the map of AI data center optics, and both companies are sliding as the market…
Broadcom's stock is down while its revenue has surged dramatically, and the reason behind that gap points to something most investors misread as a red flag but one shareholder treats as a…
Micron has already locked in shipments years ahead, co-designed its next chip with NVIDIA, and posted revenue growth that leaves its peers in the dust, yet the stock trades at a fraction…
Chip stocks cratered, the Nasdaq-100 crossed a line it has not crossed all year, and one portfolio manager says the AI trade just entered a dangerous new phase that separates believers from…
