Mark Cuban calls himself the biggest AI proponent alive, yet he sees the debt financing behind the AI buildout as a potential catastrophe for the entire U.S. economy. His warning puts NVIDIA…
AJ Tiarsmith Jim Cramer went on live television and called out one of investing's most sacred rules, and the morning's earnings reports gave him some uncomfortable ammunition to work with.
A big piece of the 2026 rally in Intel (NASDAQ:INTC | INTC Price Prediction) has evaporated over the past month, leaving the chipmaker below the $100 mark it traded well above just…
Household stock ownership just hit a level not seen since the late 1990s, and the last time Americans held this much of the market, a historic crash followed. Here is what the…
China’s hottest trade of 2026 has become its most painful. The STAR 50, Shanghai’s index of artificial intelligence and chip companies, has fallen 40% from its July high, according to Reuters reporting.…
Optics/photonics stocks are extending their rebound as more analysts argue that optics are a choke point in the AI expansion, yet Coherent (NYSE:COHR | COHR Price Prediction) is sitting out the move.…
Fitch Ratings is keeping its credit rating on SpaceX (NASDAQ:SPCX | SPCX Price Prediction) unchanged after a massive graphics processing unit (GPU) lease, yet the stock is falling and space peers are…
NVIDIA already commands a $5.26 trillion market cap, and one corner of its balance sheet carries enough risk to unsettle even the most committed bulls. Here is why the numbers still point…
Micron just crushed earnings for the eighth straight quarter, yet the stock sits 15% below where it was a month ago. With a make-or-break December report on the horizon and 75% of…
NVIDIA's quarterly revenue just doubled year over year and management is already supply-constrained on future demand, yet the risks hiding inside that explosive growth story could reshape what a 10-share stake is…
When a company's biggest chip suppliers start buying equity stakes in their own best customer, something unusual is happening in the AI supply chain. The question is whether that bet signals confidence…
Qualcomm just posted a 61% automotive surge and quietly signed two hyperscaler custom silicon deals, yet the market still prices it like a handset company. Here is why that gap may not…
Artificial intelligence has become Wall Street’s favorite investment theme, helping push stocks to record highs while raising concerns about how long the boom can last. For retirees, the stakes are especially high.…
AMD crossed into trillion-dollar territory once before and lost it fast, but a surprise partnership announcement just sent the stock surging again with earnings and a critical product milestone days away.
OpenAI reportedly buying Google's custom AI chips would quietly shift leverage in one of the most lucrative vendor relationships in tech, and the fallout for NVIDIA's pricing power and Alphabet's chip ambitions…
