NVIDIA has beaten Wall Street's earnings estimates five quarters in a row, yet the stock has dropped after four of those announcements. Tonight's report may reveal why being right is no longer…
AJ Tiarsmith The day before Nvidia reports earnings that analysts expect to roughly double year over year, OpenAI dropped a chip benchmark that rattled the AI hardware world and forced a question no investor…
Jim Cramer says Tim Cook told him directly that iPhone prices are heading up, and the only fix runs straight through a supplier U.S. trade policy is working hard to cut off.
Hyperscaler and GPU customers are driving a surprise rotation into digital infrastructure stocks, and the companies benefiting most are not the ones you would expect from a Bitcoin rally.
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.
