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Hyperscaler AI budgets have to land somewhere. They land at the chip designers and at the one company whose tools…
The Number CoreWeave (NASDAQ:CRWV) has raised over $20 billion in capital so far in 2026, a financing pace that now…
The AI boom rests on cheap capital. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) CEO Arkady Volozh just spelled out…
Intel is having a moment again, with the Intel (NASDAQ:INTC | INTC Price Prediction) turnaround story dragging retail money back…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are trading near $396 in early action Tuesday. The move…
For years, Nvidia (NASDAQ:NVDA | NVDA Price Prediction) treated China as one of its most important growth engines. At one…
At $134, Palantir (NASDAQ:PLTR | PLTR Price Prediction) screens as fully valued, while at $220, NVIDIA (NASDAQ:NVDA) screens more attractively…
Ben Carlson of Ritholtz Wealth Management has flagged what he calls “one of the biggest trends that I’ve seen in…
Cameron Dawson, chief investment officer at NewEdge Wealth, dropped a statistic on Thoughtful Money with Adam Taggart that should reframe…
The leading AI chip names are dominating every AI headline, and for good reason: their chips and platforms sit at…
A listener named Carrie Anne wrote into the Rich Habits Podcast with a problem most adult children would recognize. She…
The hottest corner of the AI infrastructure trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 10%…
The semiconductor trade is starting to get just a bit overheated once again as the cohort leads to a reinvigoration…
Citi just made a bold reassessment of the CPU story in the AI era. Analyst Atif Malik raised the firm’s…
The iShares S&P 500 Growth ETF (NYSEARCA:IVW) charges 0.18% a year to own a basket of large-cap growth stocks you…
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