SpaceX just posted its first quarterly profit, but the biggest spending wave in the company's history is about to hit the income statement at the same moment Elon Musk is chasing a…
NVIDIA now sells something far bigger than chips, and Wall Street is still catching up to what that means for the stock price. One supply constraint is quietly doing more to support…
AMD keeps landing hyperscaler deals and posting numbers that silence skeptics, yet the market still prices it like the underdog. Here is why one investor keeps adding shares and what milestones could…
Cerebras Systems has shed more than 60% since its splashy debut, yet Wall Street analysts keep raising their price targets. One report about a single customer could determine whether this AI chipmaker…
Supermicro just booked a record order backlog while its stock sits near 52-week lows, trading at a fraction of what rivals Dell and Arista command. Whether that gap represents a rare opportunity…
Leveraged ETFs charge a management fee you can see on the fact sheet, but a second party quietly collects a separate financing fee. A familiar name from the crypto world just bought…
A brutal week of selling left NVIDIA at its cheapest valuation in months, but the fundamentals tell a completely different story than the price action suggests.
Both neoclouds are selling AI computing power as fast as they can build it, but one funds its own growth while the other has taken on billions in new debt to keep…
Micron just posted explosive revenue growth and locked in contracts stretching toward 2030, yet the stock tumbled hard last week. Whether that pullback is a buying opportunity or a warning sign depends…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) or Apple (NASDAQ:AAPL): which one better fits a retirement-focused portfolio right now? Alphabet has lost about $860 billion in market value since its peak. That is…
Two chip stocks are now carrying much of the S&P 500’s earnings season. The Kobeissi Letter says Micron Technology (NASDAQ:MU | MU Price Prediction) and NVIDIA (NASDAQ:NVDA) are expected to account for…
Selling in U.S.-listed Chinese internet stocks is landing hardest on the group’s biggest artificial intelligence spender, even as American large caps edge higher. Alibaba Group (NYSE:BABA | BABA Price Prediction) shares are…
Elon Musk, founder of SpaceX (NASDAQ:SPCX | SPCX Price Prediction), used the company’s third-quarter earnings call last night to describe how fast SpaceX is adding AI computing capacity. Chip stocks bounced in…
Citadel founder Ken Griffin told the Future of Global Markets Conference in New York on October 20, 2026 that investors are “almost certainly” in an AI bubble. Griffin built his reputation as…
Fresh artificial intelligence (AI) agent protection news from CrowdStrike Holdings (NASDAQ:CRWD | CRWD Price Prediction) is lifting cybersecurity and observability software as a group, with the biggest gains landing on stocks that…
