Intel and AMD have each tripled their value in a matter of months, leaving shareholders staring down a decision that cuts both ways. The case for staying in is compelling, and so…
Broadcom competes with Nvidia without selling a single GPU to the general market, and that unusual strategy has locked in hyperscaler contracts stretching years into the future. Whether the stock has already…
Both AMD and NVIDIA just posted record Data Center quarters, and their next platforms are shipping months apart. That timing gap could decide which stock wins the rest of 2026.
One ETF, one monthly deposit, zero rebalancing: it sounds like the perfect retirement setup for a 72-year-old, but the math reveals some uncomfortable gaps between the best months and the worst.
AMD has surged 184% this year and now trades above $600, but the real question is whether its Helios chip ramp can grow into that valuation before the market loses patience with…
S&P 500 futures are basically flat before the open. The index’s futures sit near 7,817, up 0.1%, after a record-setting week. Oil is the main mover this morning. Brent crude is trading…
NVIDIA just doubled its revenue per gigawatt of AI capacity and posted triple-digit earnings growth, yet its stock has struggled to keep pace with the profits. A $350 price target sounds ambitious…
Vandita Jadeja AI-related companies now control a share of the S&P 500 that rivals the most dangerous concentration episode in American financial history, and the last time anything came close, investors lost fortunes even…
A $21 million options bet just landed against one of the most valuable companies on earth, and whether it signals a coming crash or something far less dramatic changes everything for Nvidia…
Marvell has already surged more than 200% this year, yet bulls are pushing price targets well past current levels as a major Investor Day announcement and a fresh analyst upgrade suggest the…
Every time the market panics about AI and hammers Nvidia shares, one investor reaches for the buy button instead of the exit. Here is the specific case he makes for why this…
Ray Dalio spoke at the Milken Institute Asia Summit on Oct. 8. He warned that strong corporate earnings have helped stocks hold up as interest rates rise, and that the edge stocks…
Ray Dalio used his appearance at the Milken Institute Asia Summit on Oct. 8 to warn about the stocks leading this market. The Bridgewater Associates founder said equities have absorbed rising interest…
David Swensen built the most copied investment portfolio in the world using hedge funds and private equity, then told ordinary investors to do something completely different. Understanding why he gave that advice…
Arm Holdings (NASDAQ:ARM | ARM Price Prediction) stock is at $266.01, up 143% year to date. That surge reflects the artificial intelligence (AI) data center buildout, and it has carried Arm stock…
