Nvidia walks into tonight's report carrying a $91 billion revenue target, a near-certain Blackwell ramp, and a stock that has beaten earnings four straight times yet still fallen in the days that…
Thomas Richmond OpenAI's new chip posted a stunning benchmark win against Nvidia hardware drawing nearly twice the power, yet the same announcement contained a sentence that no Nvidia replacement story can explain.
Omor Ibne Ehsan IREN stock is shedding 6% ahead of back-to-back reports from NVIDIA tonight and IREN itself Thursday, putting traders who bought yesterday's rally in an uncomfortable spot before two of the most consequential…
Jim Cramer is raising an uncomfortable question about Nvidia before its earnings report: when a company writes a massive check to a partner that then builds a direct competitor, is that strategic…
Thomas Richmond Jim Cramer went on air to complain about Jensen Huang, but his complaint was not that anything went wrong. It was that nothing did, and that distinction points to a tension inside…
Omor Ibne Ehsan A top Bank of America analyst says Nvidia's earnings tonight will reveal something far more important than whether the company beat estimates, and it has everything to do with what the balance…
Thomas Richmond AMD has surged nearly 200% in a year, and the Helios GPU ramp is just getting started, but a stretched valuation and export policy risks mean the next move could break either…
A senior bank executive running real AI deployments just told CNBC that three years of pilots still haven't become scaled infrastructure, and she named 2027 as the year that needs to change.…
Omor Ibne Ehsan SpotGamma's Brent Kochuba says one specific number explains why tonight's Nvidia earnings report will move far more than just one stock, and the S&P 500 options market is already showing the strain.
Thomas Richmond Taiwan Semiconductor powers every major AI chip on the planet, yet its stock trades at a fraction of the valuations enjoyed by its own customers. Whether that discount closes or widens in…
While investors chase flashy AI chip stocks, a quiet storage giant has been compounding record revenues and locking in hyperscaler contracts through 2027. Whether that run still has legs depends on one…
Salesforce and CrowdStrike both report on the same evening, putting two very different recovery stories side by side. For a retirement portfolio, the signals behind one name line up cleanly while the…
Wall Street analysts are reshuffling their bets ahead of a critical inflation report and NVIDIA earnings that could jolt markets in either direction. Find out which names got upgraded, cut, or newly…
NVIDIA has beaten Wall Street's earnings estimates five quarters in a row, yet the stock has dropped after four of those announcements. Tonight's report may reveal why being right is no longer…
AJ Tiarsmith The day before Nvidia reports earnings that analysts expect to roughly double year over year, OpenAI dropped a chip benchmark that rattled the AI hardware world and forced a question no investor…
