Nvidia posted the kind of revenue numbers that silence critics, yet something inside the balance sheet quietly swallowed tens of billions in cash. The explanation touches on extended payment terms, $279 billion…
Omor Ibne Ehsan Nvidia and Broadcom both rode the AI infrastructure wave to record quarters, but reading their earnings calls back-to-back exposes two very different bets investors are quietly underwriting. One faces a threat from…
Marvell just posted record Data Center numbers and raised its outlook, yet the stock is getting crushed in early trading. The culprit is a massive Google AI deal that Wall Street wanted…
NVIDIA just posted triple-digit growth and Apple called its strongest June quarter ever, but only one of them will hold the largest market cap on earth when Q3 closes. The gap is…
Every quarter, one semiconductor company keeps outgrowing its own guidance while quietly locking in partnerships that look less like vendor contracts and more like infrastructure ownership. Here is why the buy button…
NVIDIA's blockbuster earnings sent shockwaves through tech on Thursday, but Wall Street analysts were busy reshaping the landscape elsewhere, issuing a flurry of upgrades, downgrades, and fresh initiations across energy, crypto infrastructure,…
Hock Tan engineered a semiconductor company that profits whether hyperscalers bet on GPUs or custom silicon, and the demand already booked stretches years into the future. Here is why that structure keeps…
Broadcom reports in days, Micron follows at month's end, and NVIDIA just printed numbers that rewrote expectations for the entire AI hardware trade. Three stocks sit at the center of a supply…
IREN's $3.4 billion NVIDIA contract and a 12% monthly rally set sky-high expectations heading into tonight's fiscal Q4 report, but a massive impairment charge and a brutal revenue miss are already rattling…
NVIDIA just handed investors a report that left every semiconductor peer in the dust, and now the stock sits near all-time highs with a market cap that would make most countries nervous.…
NVIDIA just disclosed a memory commitment that nearly tripled in a single quarter, yet the stocks of its named suppliers are falling hard on Thursday. One name in the group is bucking…
Nvidia just posted 105% revenue growth yet its stock is barely moving, and Wall Street's price targets tell a story that gets more surprising the further out you look.
Vandita Jadeja Hydrogen stocks split sharply Thursday as one ticker absorbed almost every dollar of risk appetite flowing into the sector, and the reason has nothing to do with company news or fundamentals.
Dan Ives went on live TV and named six AI stocks he says will lead the next leg up. Every single one was already sitting inside a fund that bears his name,…
A persistent premarket seller hammered Nvidia for hours after its blowout earnings, yet CEO Jensen Huang appeared on national TV to reveal the company plans to pour even more cash into buybacks.…
Joel South 
