Wall Street has almost entirely agreed on Nvidia, yet institutional filers are quietly splitting and a CEO probe is rattling the board. The case against the stock rests on financing exposure, thinning…
AMD posted a record quarter, then watched sellers wipe out nearly a third of its value. Analysts kept raising earnings estimates anyway, but one weak number in the report could decide whether…
Jensen Huang, CEO of Nvidia (NASDAQ: NVDA | NVDA Price Prediction), had an affair with Alice Huang (also known as Huang Le), a former executive at the Singapore-based data center company Megaspeed,…
Douglas A. McIntyre Nvidia's board is investigating its own CEO, Congress wants a closed-door briefing, and a trail of presidential stock trades lines up with China chip decisions. The timing raises questions, but what does…
AJ Tiarsmith Nvidia's board opened an independent investigation of Jensen Huang on Sunday and said it has confidence in him. Here is what four past board reviews of a chief executive did to the…
Jeremy Phillips A permitting fight could stall the buildings that every AI chip, cable, and cooling system needs. While chip stocks sank in a single month, one corner of the market barely flinched. Which…
Nvidia's board opened an independent investigation of CEO Jensen Huang on Sunday after he wrote in a letter to staff that he was unfaithful to his wife. Here is what a 5%,…
Jeremy Phillips Cisco was the best business in the world at its peak, and its company kept growing for decades. So why did some of its shareholders lose a generation? The answer could decide…
Intel (NASDAQ:INTC | INTC Price Prediction) trades at $56.28. The shares trade modestly above where they traded eight years ago, but the business underlying has been rebuilt around data center demand. Over…
CoreWeave (NASDAQ:CRWV) faces a financing test right now. Anthropic is reportedly seeking $80 billion to $100 billion at a valuation around $1.5 trillion, down from earlier talk of approximately $2 trillion. The…
An $895 Billion Promise to Pay Anthropic has committed $895.4 billion to future computing power, equipment leases and other infrastructure agreements, according to its amended IPO filing released November 2, 2026. The…
One Number: A $1.04 Trillion Annual Pace for Hardware Imports America is now importing computers, computer accessories, and semiconductors at a pace of roughly $1.04 trillion a year. That run rate comes…
A $1 Trillion Price Tag $1 trillion. That is what one prospective investor now believes Anthropic may be worth after the latest technology selloff. In October, investors were talking about a valuation…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) trades at $186.64. A forward multiple near 13 only looks cheap if Wall Street’s earnings forecasts hold up through the next phase of the AI expansion.…
Rich Duprey Microsoft is quietly switching off the AI servers it rented from Oracle, and Oracle insists its aging GPUs still command a premium. Which story holds up, and what does it mean for…
