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.
Corning (NYSE:GLW | GLW Price Prediction) reports third-quarter results before the open on Tuesday, Oct. 27. The stock is down 19.93% over the past month. This report needs to show that AI…
One Number: 337 Stocks Rose and the Index Still Fell On Thursday, October 22, 2026, 337 S&P 500 stocks finished higher. Only 159 declined and 1 was unchanged across 497 tracked constituents.…
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…
