RUM Group CEO Chris Pavlovski just publicly named CoreWeave and Nebius as targets for his company's AI infrastructure arm, but the SEC filing sitting behind that bold claim reveals a financing gap…
SpaceX stock is surging on a timeline shift that has nothing to do with rockets and everything to do with AI compute in orbit, but a looming share unlock and an unproven…
NVIDIA heads into its August 26 earnings report with Wall Street almost certain it will beat, yet the stock has dropped sharply all week. That contradiction tells long-term investors something important about…
Bitcoin briefly cracked $80,000 for the first time in months, sending crypto mining stocks surging well past the broader digital infrastructure pack, but not every miner is rallying for the same reason.
A Taiwanese indictment named individuals tied to Super Micro and NVIDIA, but whether the companies themselves face liability depends on a legal distinction that sent one stock soaring 8% while the broader…
When a new industry erupts, the early leaders rarely become the final winners, and top investors say the same pattern is playing out across AI right now. Their framework for navigating that…
Micron has surged nearly 675% in a year as Nvidia's top memory supplier, but with Nvidia's earnings report arriving this week, a single guidance line could either push MU toward four digits…
Sam Altman says AI adoption is stuck in a palm pilot era while Jensen Huang calls demand parabolic, and both executives might be telling the truth at the same time. Understanding why…
Nvidia reports earnings on August 26 with Jensen Huang promising $91 billion in revenue, yet the stock keeps stalling and insiders are selling. Something has to give, and the answer determines whether…
Vandita Jadeja NVIDIA prints $81 billion quarters while Cerebras barely cleared its IPO, yet one metric puts the underdog in a position the AI giant cannot easily dismiss. The strategic clash between wafer-scale inference…
Four stocks quietly control nearly half of a fund that calls itself a broad growth index, and most investors holding it have no idea how concentrated their risk actually is.
Two chip stocks are each up 3% Tuesday for reasons that have nothing to do with each other, and the gap between those catalysts reveals something important about what is actually moving…
Nvidia enters its most anticipated earnings report in years on the back of a seven-session losing streak, and Wall Street has moved the goalposts so far that even a record-breaking quarter might…
Rich Duprey Nvidia just posted numbers that suggest an unbreakable grip on AI infrastructure, yet AMD's biggest customers are quietly placing gigawatt-scale bets on a rival platform. What that split reveals about who actually…
Cerebras stock collapsed 40% from its May peak on a single bad earnings report, yet Wall Street analysts refuse to cut their targets. Here is why the gap between price and conviction…
