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A bullish UBS note on Marvell's AI business landed Tuesday morning, and the stock still cratered 6%. The reason has…
Quarterly institutional filings just revealed which major tech rivals and hedge funds were crowding into the same chip stock before…
One strategist on CNBC compared today's market to a plane running on a single engine, and he named exactly which…
Billionaire hedge fund manager David Tepper just filed his latest 13F, and the moves inside reveal a calculated reshuffling of…
When Apollo, BlackRock, and KKR each commit $50 billion to a single chipmaker's buildout, the Earn Your Leisure hosts argue…
Three platform businesses dominate entirely different corners of the digital economy, yet each carries a specific risk that could unravel…
A top market strategist just called out the biggest risk hiding inside Anthropic's upcoming IPO, and it has nothing to…
Masayoshi Son just placed an enormous bet on a single American chipmaker, and the move has already turned against him…
Goldman Sachs just projected the space economy hits $1.8 trillion by 2035, NVIDIA disclosed a $21 billion SpaceX stake, and…
A Wedbush note linking Cerebras to OpenAI's fastest inference tier sent shares surging after last week's brutal selloff, and the…
A Sunday research note on a single chip ramp sent the entire AI networking layer surging Monday morning, and institutional…
Ray Dalio just placed a $900 million bet on a chipmaker that has already surged over 20% this year, and…
Nvidia just cut a $1.5 billion check to fund the very data center that will buy its own chips, and…
HIVE Digital Technologies just landed a contract that could redefine whether it belongs in conversations about AI infrastructure or bitcoin…
Chase Coleman's Tiger Global just dumped Nvidia and Alphabet to load up on AMD, a move that either signals a…
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