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…
Three engineers hatched a plan at a Denny's booth in East San Jose, then watched their first product come back in nearly every box shipped. What kept the company alive long enough…
AI budgets face real pressure heading into 2027, but three chipmakers controlling very different choke points in the supply chain may not feel the pain equally. Here is what separates the most…
Sentiment on Micron has cratered, Reddit has turned bearish, and the stock is down double digits in a month. Here is why that only makes the buying case stronger.
NVIDIA crushed earnings and AMD nearly doubled its data center revenue, yet their stock returns tell completely opposite stories. Which company's growth engine actually justifies what investors are paying for it right…
Tesla bounced hard off its lows, but the car business is no longer the story investors care about. Three separate growth engines are starting to fire at once, and each one carries…
Intel's brutal Friday selloff did not stop at its own ticker. If you hold a popular index or sector ETF, the damage landed in your account too, and the overlap across funds…
NVIDIA just posted another blowout quarter yet the stock sits 11% below its 52-week high, and that gap between fundamentals and price may be exactly the opening bulls have been waiting for.
Most people who buy Invesco QQQ Trust (NASDAQ:QQQ) want broad exposure to the NASDAQ-100. That portfolio leans heavily on a few chipmakers and tech platforms. Retirees and near-retirees who like the growth…
Andy Jassy just put a public deadline on a plan that could pull customers away from NVIDIA, but the terms Amazon left unspoken may matter more than the ones it announced.
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) traded at $65.91 as of 10:29 AM ET on October 30, 2026, down 28.41% from the $92.07 close on Oct. 29. The stock was…
AMD's Data Center revenue just doubled and Helios is shipping ahead of schedule, but the path to $1,000 a share by 2027 depends on a few critical variables that could make or…
A quarterly earnings beat ran into a much weaker outlook. The selloff is erasing a chunk of this year’s rally at Intel (NASDAQ:INTC | INTC Price Prediction). Shares are at $68.85, down…
Intel has shed a fifth of its value in a single month while its rivals barely flinched, yet one analyst sees a 70% surge coming. The catch is a collision between a…
A suspected Chinese intelligence asset built a close relationship with Jensen Huang while her employer spent billions on NVIDIA chips, and US officials briefed Trump but chose not to act. Now Congress…
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