CoreWeave and NVIDIA both rode the same AI demand wave to record quarters, but one collected cash while the other collected debt. The difference between selling the shovel and renting the mine…
Amkor Technology has shed half its value in six months while maintaining partnerships with TSMC and NVIDIA, and two analysts with street-high targets believe the selloff created one of the most lopsided…
A Wall Street upgrade built on a shortage of server central processing unit (CPU) capacity has pushed Intel (NASDAQ:INTC | INTC Price Prediction) to the front of the chip group. Intel stock…
Bittensor (CRYPTO:TAO) and NEAR Protocol (CRYPTO:NEAR) have experienced significant drops in price over the past two weeks, with declines of up to 19%. In contrast, Bitcoin (CRYPTO:BTC) saw a smaller drop of…
Neocloud stocks drew attention Monday after Elon Musk said more than 200 of them face “guppy-level death and consolidation,” according to CNBC. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) traded at $158.73…
Micron just posted revenue growth that left Wall Street analysts scrambling to revise their targets upward, but the real story is what five years of AI memory dominance could do to a…
Bitcoin (CRYPTO:BTC) fell below $80,000 today, driven by investor anxiety about AI spending. The top cryptocurrency slipped as much as 1.4%, hitting under $79,300, and was trading at $79,859 in early New…
There are a couple of ways to look at it, but the picture is about the same. MarketBeat shows that 54 of the 55 analysts who cover Nvidia (NASDAQ: NVDA | NVDA…
NVIDIA just posted triple-digit revenue growth and Wall Street keeps raising its price targets, yet the stock is drifting lower. One upcoming catalyst could change that trajectory in a dramatic way.
Vandita Jadeja Wall Street has spent much of 2026 betting that artificial intelligence will keep driving stocks higher. Hedge funds have joined the stampede, pouring money into technology companies expected to profit from the…
AMD has surged 156% this year while NVIDIA still dwarfs it on margins and data center scale, and the distance between those two realities is exactly what will determine whether AMD stock…
SMH has handed long-term holders a staggering price run, yet the fund's annual payout tells a quietly unsettling story that most investors overlook when the share price keeps climbing.
Elon Musk says debt markets have nearly shut off funding for AI data centers and predicts a wave of half-built facilities with nowhere to go. Whether that warning reflects reality or just…
Arista Networks keeps stealing AI infrastructure deals away from Nvidia's proprietary grip, and the case for owning the open Ethernet alternative gets stronger every time the stock pulls back.
Elon Musk just predicted mass death for GPU rental companies, and CoreWeave's cratering stock price and distressed bond market suggest lenders may already agree with him.
