The AI chip selloff has dragged Broadcom (NASDAQ:AVGO | AVGO Price Prediction) into a steep one-month decline, and the custom AI chip leader hasn’t joined the latest rebound. Broadcom stock is down…
One brutal session erased roughly $450 billion from NVIDIA and knocked its CEO down the wealth rankings. Wall Street is pricing in an AI slowdown that no reported number confirms, and a…
Omor Ibne Ehsan A third-quarter beat and a raised outlook from IonQ (NYSE:IONQ | IONQ Price Prediction) are lifting the whole quantum computing group. IonQ stock is at $31.09, up 18% in afternoon trading. Even…
Revenue more than tripled, guidance went up, and the stock still sank toward its yearly low. Behind IonQ's disconnect sit a sold-out 2027 order book, heavy dilution, and a cash burn that…
Industrial stocks are sliding on fears of a Democratic sweep, yet one power equipment maker keeps stacking orders while its stock gets cheaper. This investor sees the selloff as a buying window,…
A nonprofit just tallied how much teachers, firefighters, and other public retirees have riding on AI, and the next day the market flinched. Who ends up covering the gap if the bet…
A customer just agreed to fund nearly all of IREN's chips upfront, yet cash is draining and debt is climbing fast. Why would anyone pay that much early, and what does it…
Every AI chip from Nvidia and Broadcom runs through one company's fabs, yet that company trades at a fraction of the valuation its customers command. The gap raises a question worth answering…
Wall Street spent much of the year rewarding companies for building more data centers, buying more chips, and finding enough electricity to run them. On Thursday, investors took a harder look at…
Palantir just delivered the fastest revenue growth in its public company history and Wall Street sold the stock off anyway. Understanding why the selloff happened and where the price goes next requires…
Every AI accelerator rack needs a host CPU, and Arm just started selling its own chip to feed that demand. Shares have still shed a third in a month, so who is…
A blockbuster labor report and a brutal sell-off landed on the same morning, yet they had nothing to do with each other. One of them poses a bigger threat to the biggest…
Chips cratered right on schedule for Michael Burry, yet he cashed out only part of his bet. What he kept, what he left unsaid, and the one price level that could prove…
AMD posted a record quarter, and the stock rocketed past our price target before the opening bell. With a rich valuation and thin cash flow, can the rally hold, or has the…
Chip stocks are clawing back ground after the semiconductor group’s worst sell-off since 2020, and Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) is leading the rebound. AMD stock is at $437.11,…
