Vertiv (NYSE:VRT | VRT Price Prediction) reports third-quarter results on Oct. 28. Shares fell 21.89% over the past month to $194.31. The report needs to show that the delayed AI projects management…
Apple's foldable iPhone Duo sold out in minutes and sent the stock to a record that briefly toppled Nvidia from the top of the global market cap rankings. Whether a supply-starved device…
SpaceX just reported its biggest quarter ever, and the segment driving most of that growth has nothing to do with rockets, satellites, or Mars. One business unit is now pulling in more…
Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) stock climbed about 4% to $57.46, outpacing its peers in the AI server group. Dell Technologies (NYSE:DELL) shares advanced roughly 2% to $462.42, while…
Arm's royalty machine is shifting gears as data centers pull ahead of smartphones, but a 94x forward multiple means the stock needs everything to go right. One upcoming trial and a critical…
AMD has surged 156% this year as AI contracts rolled in, but one unproven product cycle could either justify a run past $689 or expose just how much faith is already baked…
Short sellers piled into AI data center stocks and walked away with billions in October gains, but a $76 billion funding gap and bond yields near 15% suggest the pain for these…
Every time NVIDIA pulls back, the same question resurfaces: is the selloff a warning sign or a rare entry point into the most entrenched platform in AI computing? The answer depends on…
Wall Street already sees more than 50% upside in NVIDIA, but one analyst thinks even that target is too conservative. Here is the specific combination of catalysts that could push shares well…
Vandita Jadeja Goldman Sachs prime brokerage data shows hedge funds leaning bearish at levels rarely seen in five years, yet those same funds are bleeding money daily while a Fed decision and two megacap…
Wall Street still treats Qualcomm like a struggling handset maker, but a string of quiet wins in automotive, data centers, and hyperscaler silicon suggests the market has badly mispriced what this company…
Every major AI chip bears the fingerprints of one manufacturer, and that company just raised its full-year growth outlook for the third time. Whether the stock's recent pullback is an opportunity or…
CoreWeave sits on a backlog that rivals the GDP of a small nation, yet shares just cratered to near their 52-week low. Whether that gap represents the buying opportunity of the AI…
Broadcom and Marvell both crushed AI estimates and raised guidance, but they are winning in very different ways, and only one of those strategies scales fast enough to matter when hyperscaler spending…
OpenAI slashed its funding ask by a staggering amount just as public AI stocks cratered, and the timing raises serious questions about what private investors know that the market does not.
