7:15am ET
ETF
Here’s the 1 ETF I Would Put $1,000 Into This October
One ETF holds the companies building the AI economy, charges less per year than a cup of coffee on a $1,000 stake, and comes with a specific rule for when to stop…
NVDA Coverage Page 19
5:30am ET
Social Security
Nvidia Just Added $150 Billion to Its Buyback Plan. Selling Shares Inside Your IRA Won’t Make More Social Security Taxable, but Taking the Money Out Could
Selling a massive Nvidia position inside your IRA sounds like it should trigger a tax bill, but one decision made afterward can quietly push tens of thousands of dollars of your Social…
Gerelyn Terzo 11:38am ET
Investing
Amazon Wants to Move $8 Billion in Nvidia Chips Off Its Books. Is AI’s Financing Model Starting to Change?
Amazon (NASDAQ:AMZN | AMZN Price Prediction) is in talks to move $8 billion of NVIDIA (NASDAQ:NVDA) Grace Blackwell chips into a special purpose vehicle, the Financial Times reported. The vehicle would sell…
11:33am ET
Investing
Broadcom’s Massive $42 Billion Chip-Buying Deal with Anthropic Raises Circular Financing Worries
Broadcom’s $42 Billion Number Makes the Supplier the Lender Broadcom (NASDAQ:AVGO | AVGO Price Prediction) has agreed to lend Anthropic up to $42 billion, according to the AI lab’s IPO filing, as…
5:00pm ET
Investing
Elon Musk Said SpaceX AI Revenue Would Pass Everything Else by September. Did It?
Elon Musk told SpaceX employees in August that AI revenue would overtake every other part of the business by September. The deadline has passed, and the numbers that will confirm or contradict…
11:30am ET
Investing
The AI Chip Revolution Wouldn’t Be Possible Without This Company
Every major AI chip runs through one company's fabs, and its stock still trades cheaper than the customers that depend on it. Here is why analysts keep raising their targets despite a…
8:41am ET
Investing
Rise of the Machines: AI Agents Now Burn 5x More Tokens Than Humans — and the Gap Is Widening Fast
One Number: $89.02 Billion From the Machines That Make Tokens NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) generated $89.02 billion in Data Center revenue in a single quarter. That figure covers the second…
8:44pm ET
Personal Finance
Give Your Dying Father $500,000 of Nvidia Stock So You Can Inherit It Back With a Tax-Free Step-Up. If He Dies Within a Year, the IRS Pretends the Gift Never Happened
Gifting appreciated stock to a dying parent can legally erase a six-figure capital gains bill, but a single IRS code section turns the whole plan against you if the timing is off…
Jake FitzGerald 3:05pm ET
Investing
I Sold NVIDIA, Google and Microsoft Over a $2 Trillion AI Gap. Was I Wrong?
A Reddit investor walked away from three of the biggest AI trade names in the market, armed with math showing the economics simply do not add up. Whether his timing was brilliant…
12:45pm ET
Investing
Buy Nvidia Today Because It’s Likely To Be Worth A Lot More In 2 Year’s Time
NVIDIA's revenue more than doubled last quarter, analysts see 42% upside ahead, and the bear case still sits above today's price. What stands between shareholders and those gains is a supply bottleneck…
Alex Sirois 12:30pm ET
Investing
If You Invest $10,000 in AMD Today, Here’s What It Could Be Worth by 2030
AMD has surged dramatically over the past year, and its AI ambitions stretch into trillion-dollar markets by 2030, but the model scoring it a hold at near fair value tells a more…
11:47am ET
Investing
AMD Climbs 3% as Chip Stocks Extend Their Run; Arm Jumps 8%, NVIDIA Rises 2%
Semiconductor shares are extending their recent run, and Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock is moving with a chip complex that buyers are bidding up across the board. AMD…
11:00am ET
Investing
Nvidia Isn’t the Only AI Stock With Massive Upside Potential
Marvell Technology has already surged over 200% this year, yet analysts keep piling on buy ratings and management is forecasting explosive custom chip growth through 2028. Whether that momentum can survive rising…
10:47am ET
Investing
Wall Street Just Launched an ETF for Large Language Models. Here’s What’s Inside
Wall Street now has an ETF dedicated to large language model builders, but its biggest holding is a social media company, a third of the fund sits in Hong Kong, and the…
9:50am ET
Investing
Don’t Count on the Market Broadening Out. Count Your Tech Exposure Instead.
Tech earnings keep breaking records, strategists say positioning is neutral, and yet your retirement account may be far more concentrated in a handful of giant stocks than you realize. Finding out takes…
