Nvidia gets the headlines, but the company quietly linking all those GPUs together just posted 115% revenue growth and added optics as a second major growth engine. Here is the case for…
Lisa Su just committed billions in AMD stock to a startup that makes virtual worlds instead of chips, betting that understanding physical AI from the inside is the only way to outmaneuver…
AMD just crossed into the trillion-dollar club on the back of one market that management believes will grow to $1.4 trillion by 2030, but the stock already trades near a 52-week high…
TSMC keeps landing on my buy list quarter after quarter, and the more I study its financials the harder it gets to justify stopping. Here is why I keep adding to a…
NVIDIA and AMD both posted massive data center numbers, but the real battle brewing between them has nothing to do with GPUs. A surprising new front is opening that could flip the…
Artificial intelligence has spent the past several years turning semiconductors into one of the hottest corners of the market. Now the physical world is beginning to push back. AI models may live…
AMD just hit a $1 trillion market cap, but the real story lives in the four moments before it got there. Each entry point produced a wildly different outcome, and the gaps…
AI runs on memory, and one overlooked U.S. chipmaker just signed contracts that could make its notorious boom-and-bust cycle a thing of the past. The numbers behind those deals tell a story…
Nvidia's earnings have grown so fast they outpaced a rising stock price, pushing its valuation to a level not seen in over a decade. Whether that signals a rare buying opportunity or…
Omor Ibne Ehsan Nvidia's earnings estimates have sprinted far ahead of its share price, and one upcoming product ramp could rewrite the revenue math entirely. Here is how the numbers stack up for the next…
Vandita Jadeja Intel stock has already surged over 230% this year, yet Wall Street's consensus target still sits below the current price. Whether the turnaround can survive its own momentum and reach $150 by…
Nebius just announced a price hike on its most in-demand GPU clusters, but soaring interest costs and a wave of bearish retail sentiment raise real questions about whether that pricing power actually…
SPY hands most of your money to a handful of giants, but one rival fund treats the smallest S&P 500 company as an equal to the largest. The tradeoff is stranger than…
Marvell has already tripled this year while most investors are still focused elsewhere, and the company just locked in a deal with Google that could reshape its entire revenue mix. The question…
NVIDIA just posted one of the most staggering quarters in semiconductor history, but owning the chipmaker alone means betting everything on one side of a trade that has two very different ways…
