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…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock dropped 8% to $35.85 this afternoon, leaving the stock up 22% in 2026. The year-to-date gain still might look healthy, and it raises…
Citi's strategist set a bold year-end price target for the S&P 500, but the math only works if a beaten-down slice of the market stops bleeding while Treasury yields are still climbing…
Broadcom's revenue exploded while its stock sat nearly flat for a year, and that gap keeps widening every quarter. Before dismissing this as a broken trade, consider what the market may be…
Taiwan Semiconductor keeps raising its own growth targets while its share price moves in the opposite direction, and third-quarter results will determine whether that gap closes in investors' favor or widens into…
An investment boom can create real businesses and still leave shareholders paying too much for them. Artificial intelligence presents just that scenario: chip suppliers collect revenue today, while their customers must turn…
Marvell just secured a deal its CEO called a monster number, analysts have zero sell ratings on the stock, and the biggest growth catalyst has barely shown up in the financials yet.
Goldman Sachs and BlackRock published opposite stock calls on the same day, yet the two firms agree on something that could matter far more to your portfolio than which side wins.
Jensen Huang says compute has become revenue, and the AI buildout is still supply-constrained heading into 2027. Three stocks sitting at the center of that shortage have already rewritten what gains look…
CoreWeave (NASDAQ:CRWV) stock is at $70.37 down 10% in morning trading, as a spike in its bond yields revives questions about how the AI-focused cloud provider pays for its chips. Lenders are…
Generating $148,800 a year sounds like a job for a massive portfolio, but the capital required swings by millions depending on which assets you choose and a counterintuitive math problem that flips…
Chip stocks are sliding hard, but Jim Cramer says investors are watching the wrong signal entirely. The real tell has nothing to do with the semiconductor index, and the data buried in…
Nvidia dominated the AI chip conversation for two years, but a quiet shift toward custom accelerators is reshaping where the real money flows, and one semiconductor company is booking orders deep into…
