6:55am ET
Investing
China Threatens Nvidia With Its Own Company
Moore Threads shares rose 500% on their first day of trading on the Shanghai stock exchange. The company is China's answer to Nvidia.
Douglas A. McIntyre NVDA Coverage Page 190
Douglas A. McIntyre 12:28pm ET
Investing
Have $75,000 to Invest? Nvidia or Alphabet
Artificial intelligence (AI) has been the biggest growth driver of the stock market in 2025. Despite the economic uncertainties, tariff concerns, and a government shutdown, AI stocks have remained at the top…
9:18am ET
Investing
Alphabet or Nvidia: Here’s Who I Think Will Win the AI Chip War
The question weighing on investors’ minds has grown sharper over the past six months. Alphabet (NASDAQ:GOOG | GOOG Price Prediction) has mounted a stunning resurgence in the AI race, while Nvidia (NASDAQ:NVDA)…
1:42pm ET
Investing
AMD’s Half-Price Cloud Strategy Narrows Gap With NVIDIA
Shares of Advanced Micro Devices (NASDAQ: AMD | AMD Price Prediction) rose 2.1% on December 2nd, coinciding with a notable surge in retail investor sentiment on Reddit and X. AMD’s sentiment score…
1:58pm ET
Investing
Should You Finally Buy the Dip on Palantir?
Palantir (NASDAQ:PLTR | PLTR Price Prediction) is down 17% in the past month as of this writing. The stock is trading at prices last seen back in August of this year. For…
11:51am ET
Investing
Peter Thiel Sells All His Nvidia Shares and Buys Microsoft and Apple Instead
Billionaire Peter Thiel runs the hedge fund Thiel Macro and is known for playing a significant role in identifying growth stocks. Based on the recent 13F filing, Thiel sold his entire stake…
9:49am ET
Investing
Live Nasdaq Composite: Tech Stocks Lead Markets Out of Doldrums
Live Updates Amazon AI 11:23am ETAmazon is introducing its new Trainium3 custom AI chips, which are much faster than its previous generation solution, in an attempt to go head-to-head with Nvidia as…
9:34am ET
Investing
SoftBank’s 40% Slide Raises New Questions About the AI Capital Cycle
Watch the Video Our conversation began with SoftBank’s sudden 40% drop from mid-October levels. Lee and I both agreed that few investors fully appreciate how central SoftBank has become to the global…
8:51am ET
Investing
30% of the S&P 500 Is Mag 7 Tech Stocks, but This ETF Refuses to Own a Single One
The Magnificent 7 AI tech stocks have served as the rocket fuel propelling the S&P 500 on its bull run over the past few years. However, there is a risk in overweighting…
6:30am ET
Investing
Michael Burry Attacks Tesla Valuation
Famed investor Michael Burry believes Tesla is ridiculously overvalued. He also criticized CEO Elon Musk's $1 trillion compensation package.
2:01pm ET
Investing
Alphabet Stock Climbs 31% as Retail Traders Bet on TPU Price War With NVIDIA
Shares of Alphabet Inc. (NASDAQ: GOOGL | GOOGL Price Prediction) have surged approximately 31% over the past month, climbing from around $244 in early November to above $320 in early December. The…
11:34am ET
Investing
Time to Sell Nvidia Stock as Michael Burry Takes Aim?
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) stock has been through plenty of rough patches before, but something certainly feels more ominous this time around, with shares failing to sustain a rally after…
Joey Frenette 10:14am ET
Investing
Live Nasdaq Composite: Stocks Start December on Sour Note as Tech Retreats
Live Updates BofA Economists on Interest Rates 12:07pm ETBank of America economists now believe the Fed will start cutting rates next week, but say front-loading the easing narrows what’s left in the…
9:37am ET
Investing
Nvidia’s Latest $2 Billion Deal: Defying Short Sellers or Digging a Deeper Hole?
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) is facing intensifying scrutiny over allegations of circular financing in its AI chip ecosystem. Critics claim the company engages in a self-reinforcing loop: Nvidia invests in…
9:20am ET
Investing
Wall Street is Still Pounding the Table Over Nvidia, Alphabet and Wynn
December is historically strong for markets. In fact, “December could bring seasonal tailwinds back to the stock market and return it to all-time highs. Historically, since 1950, it’s the third-best month of…
