NVIDIA doubled its revenue while its stock fell toward a 52-week low, and even the pessimistic scenario in our model sits above today's price. What does the market fear that the numbers…
Thursday’s rotation out of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and into its chip rivals is running in reverse. Advanced Micro Devices (NASDAQ:AMD) stock is at $523.22 in early action, down 11%.…
Retail traders keep pouring money into a leveraged Nvidia fund as it bleeds, and the math behind the losses is harsher than the 2x label suggests. With a CEO exit and earnings…
A billionaire bond investor is sounding alarms about what he calls a hollow tree at the center of the stock market, and the numbers hiding beneath the S&P 500's record highs suggest…
Marvell's shares have lost nearly 40% in a month, yet its business is accelerating and a quiet Google deal could rewrite the numbers. So why is the market running the other way,…
Qualcomm's chief executive says supply is tight, yet his own company claims to have all the chips it needs and investors shrugged. The real story sits in margins, unnamed suppliers, and one…
Wall Street is losing patience with the data center expansion timeline at Nebius Group (NASDAQ:NBIS | NBIS Price Prediction). Nebius stock is at $111.34 in morning trading, down 13%. That drop compounds…
The company named in the headline is falling the least, while Dell and NVIDIA take the bigger hits. A reported federal inquiry into China shipments is rattling AI hardware, and one question…
Two AI infrastructure stocks posted blowout quarters, then Nvidia's CEO walked out and a federal probe landed. One company carries the debt, the other carries the legal cloud. Which one has more…
When a frontier AI lab decides a GPU costs too much, one chip designer tends to get the call. Our author keeps buying it, yet one customer risk still worries him every…
Wall Street analysts are unanimous on Broadcom, yet the loudest skeptics sit on CNBC, and the stock has dropped after beating earnings before. Financing risks, supply limits, and a split in institutional…
Quantum computing stocks are giving back ground, and the group’s largest name is leading the retreat. IonQ (NYSE:IONQ | IONQ Price Prediction) stock is at $28.39, down 8% in early trading. The…
Microsoft just edged past NVIDIA in market value by a margin that could vanish in one session. The cloud numbers behind the stock, and the spending that could undercut them, tell a…
ARK stepped into a sliding AI infrastructure stock while quietly trimming a premium-priced winner. One date next week could decide whether that bet on debt-fueled growth was savvy or early.
Nvidia fell 22.2% in 10 trading days after Jensen Huang resigned. Josh Brown warned it could never see $200 again if the next CEO gets the strategy wrong, but he is keeping…
Jeremy Phillips 
