Anthropic and OpenAI are racing toward blockbuster IPOs with trillion-dollar valuations, but a rival they cannot sue, regulate, or outspend may already be eroding the foundation those numbers rest on.
Piper Sandler just put a fresh bullish stamp on Marvell with a new price target, and CEO Matt Murphy is calling the company the Switzerland of AI silicon. Whether that neutrality is…
Broadcom and AMD both posted explosive AI growth and both have hyperscalers locked in as customers, but only one makes a convincing case for actually unseating Nvidia as the king of AI…
TSMC is up over 66% in the past year, AI customers are booking capacity years out, and the only foundry rival is hemorrhaging billions. So why does one critical number still cast…
Morningstar strategist Tom Lauricella says the funds retirees bought specifically to escape tech concentration have quietly filled up with the same AI bets they were meant to offset, and the shift happened…
Micron has already stunned Wall Street with a historic surge, but a fresh competitive threat just knocked shares down and reignited the debate over whether the AI memory trade still has legs…
China's homegrown AI chips were supposed to make NVIDIA irrelevant in the world's second-largest market, but a supply crisis is quietly dismantling that argument and reshaping the competitive math in ways Beijing…
The AI buildout is shifting gears, and the companies supplying its memory and compute are sitting on multi-year contracted revenue that Wall Street may still be underestimating. Three chipmakers stand at the…
Tesla is down on the year, yet two ETFs that both own the stock are having completely opposite experiences in 2026. The reason has nothing to do with the stock itself and…
Within three hours on Wednesday morning, the same decade was sold to Wall Street as a golden age of prosperity and a potential extinction event, and the market had a surprisingly decisive…
Jeremy Phillips A retired Apple engineer sits on a $1.95 million gain and a tax bill that would make your eyes water, and her advisor has a perfectly legal way to dodge it entirely.…
Eli Lilly and Nvidia both just posted stunning quarters riding two of the biggest secular waves in markets today, but a $10,000 bet can only tilt one way. Which secular story holds…
Nvidia just handed shareholders a massive dividend raise, but the real story is buried inside a capital return structure that makes the payout look almost irrelevant. Understanding the gap between the two…
Chris Lange Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping…
Both Broadcom and NVIDIA just posted blowout AI quarters, yet rising Treasury yields and compressing multiples are forcing investors to pick sides. The answer may surprise anyone still treating these two as…
