TSMC just posted its third straight earnings beat while AI demand outstrips supply, yet shares have dropped nearly 11% in a month. One question from the CFO's own playbook now determines whether…
Broadcom's share price keeps falling while its AI revenue explodes to record highs, and that widening gap between fundamentals and stock performance rarely lasts long before something gives.
Relief, cheaper oil and a calmer VIX sent Wall Street soaring after the midterms, yet no major index hit a record, and one fund quietly did. Which one reveals the rally's real…
Analysts see Marvell doubling, yet the market is pricing something very different. A fixed exchange ratio with no safety net has turned a premium into a discount, and Lumentum investors are the…
IREN has Microsoft and NVIDIA as customers, billions in financing, and a stock that has lost nearly half its value in a month. Its AI pivot now faces a delivery test, and…
Chipmakers barely flinched when Democrats swept the midterms, but two stocks tied to AI data centers got hammered. A Texas permit freeze could explain the split, and it may reach your 401(k)…
Supermicro shares have sold off hard even as its order backlog hit record levels and a preliminary quarter beat guidance. A single-digit forward multiple on a company growing faster than Dell raises…
The Magnificent Seven split in two on Wednesday morning, the day after Democrats won control of Congress. As of about 11:15 AM ET on Nov. 4, five of the seven megacap tech…
Memory prices are climbing fast, and that single cost is splitting two tech giants onto opposite sides of a trade. One company's suffering feeds the other's record margins, and the gap between…
Intel's data center business just posted its best growth in over a decade, yet shares cratered in premarket trading on a combination of soft guidance and a factory incident. Here is why…
A record quarter at Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) isn’t enough to push AMD shares in either direction today. AMD stock is basically unchanged at $483.34 in morning trading.…
CoreWeave's GPU empire carries a backlog that Wall Street analysts value at more than double today's share price, yet the same contracts burying rivals in debt may be quietly burying CoreWeave too.…
Big Tech is leading the stock market’s recovery from a volatile election night, and three of its largest names are setting the pace. Amazon (NASDAQ:AMZN | AMZN Price Prediction) stock is at…
Lisa Su gave a growth target on AMD's latest earnings call that left analysts scrambling to reconcile it with the company's official long-range financial model, and the gap between the two numbers…
Amazon (NASDAQ: AMZN | AMZN Price Prediction) is America’s dominant retailer. In this year’s Fortune 500, it overtook Walmart (NYSE: WMT) to become the nation’s largest company by revenue. Walmart held that…
