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Michael Burry is pointing at a $770 billion AI spending wave and asking whether the money circling through hyperscalers, chip…
Intel just posted its strongest revenue growth in over 15 years, yet shares sit more than 30% below their recent…
Jensen Huang rarely sounds rattled, but a recent exchange caught analysts off guard and revealed just how much one strategic…
SpaceX just pledged its AI chip loyalty to Nvidia, leaving AMD on the outside looking in. Whether Lisa Su has…
Billionaire hedge fund manager David Tepper just made his single biggest portfolio bet, and it bypasses the obvious AI chip…
Nokia stock has surged nearly 150% over the past year on the promise of AI-powered 6G, and now Nvidia and…
Michael Burry is still short, still warning of a shock on the scale of 1987, and doing so while the…
South Korean memory stocks just posted their biggest surge in months while U.S. premarket tells a far more complicated story,…
Agentic AI is quietly multiplying compute demands at a scale most investors have not priced in, and one company sits…
NVIDIA, Broadcom, and Marvell each report within days of each other this August, and what they say about the second…
A Chinese humanoid robotics IPO just shattered demand records, and the shockwave is already hitting a handful of niche ETFs…
A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting…
A neocloud earnings report landed before the bell Wednesday and sent shockwaves through the entire memory sector, lifting SanDisk, Micron,…
AMDL gives traders twice the upside of AMD's booming AI momentum, but it also locks them into twice the exposure…
At a recent all-hands meeting, Elon Musk told SpaceX employees that the rocket business they work for is quietly transforming…
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