One of the AI trade’s top optical names has handed back a large share of its gains in a matter of weeks, even as its business keeps accelerating. Lumentum (NASDAQ:LITE | LITE Price…
Leveraged funds tied to AI hardware are taking the hardest hit as server stocks fall. The GraniteShares 2x Long DELL Daily ETF (NASDAQ:DLLL) recently traded at $11.40, down 16%. That fund aims…
AXT (NASDAQ:AXTI) is giving back part of a huge run this year, and a fund built to profit from that retreat is surging. The Tradr 2X Short AXTI Daily ETF (CBOE:AXTQ) is…
President Trump used Truth Social on Thursday, Nov. 12, 2026, at 10:29 a.m. EST to comment on a hiring decision that belongs to someone else: “NOW THAT Nvidia CEO JENSEN HUANG, who…
AJ Tiarsmith Treasury Secretary Scott Bessent used a CNBC appearance on November 13, 2026 to blame Commerce Secretary Howard Lutnick’s department for a months-long delay in blacklisting Megaspeed. The Singapore firm is central to…
AJ Tiarsmith A raised outlook and a new hyperscaler cloud deal from Cerebras Systems (NASDAQ:CBRS) are driving a sharp rebound in the leveraged ETF tied to the AI chipmaker. Leverage Shares 2X Long CBRS…
A hard autumn for chip stocks hasn’t erased one of the sector’s standout gains of the year. Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) stock is up 81% year to date (YTD)…
The AI memory trade that lifted chip stocks through much of 2026 is cooling fast, with Micron Technology (NASDAQ:MU | MU Price Prediction) right in the middle of it. Micron stock is…
A hedge fund veteran warned that three risks should never share a portfolio. Retail investors had already stacked all three into one wildly popular fund, and the fallout arrived faster than anyone…
Nebius beat on revenue and EPS, yet investors dumped the stock after a guidance trim and a staggering capex bill. Analysts still see a path to doubling, but one test of delivery…
One company sells the chips behind the AI boom, the other sells the software that puts them to work. After a brutal tech selloff, a five-year model sizes up two $10,000 bets…
Washington has turned the leadership shock at NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) into a question about who ends up with its chips. NVIDIA stock is down 30% over the past month,…
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…
