Nvidia just posted triple-digit revenue growth and guided even higher, yet the stock sits barely above where it started the year. The question of whether shares can surge another 63% by 2027…
AMD has surged nearly 150% this year, but a brutal 13% weekly drop and a 199x trailing earnings multiple put bulls and bears on a collision course heading into the November 3…
China's tech giants just placed chip orders so massive that Nvidia admitted it cannot guarantee filling them, and the stock barely flinched. The reason why reveals something surprising about where Nvidia's real…
IREN shed nearly half its value in a single month and now sits at a 52-week low, yet top Wall Street analysts are holding price targets that imply the stock could multiply…
Oracle is burning through cash faster than it earns revenue, its credit rating sits one notch above junk, and a TD Cowen analyst now suspects its biggest chip supplier may be quietly…
Ken Griffin spent most of 2026 dismissing AI hype, then watched agentic tools collapse weeks of Citadel research into hours. Now he thinks a bubble is forming, and his reasoning explains why…
Wall Street just sold off three AI infrastructure stocks hard, but their latest earnings tell a completely different story. The real AI build-out runs deeper than the obvious names, through optical lasers,…
Super Micro Computer just blew past its own revenue forecast by a margin that stunned even veteran analysts, but the company's cash position and an open board review raise questions about whether…
Wall Street’s major indexes can tell a comforting story even when the stocks beneath them are struggling. A handful of trillion-dollar technology companies can push the S&P 500 toward record highs…
AMD has surged over 155% this year while a brutal week-long selloff raises a critical question: does the stock price already capture the full AI opportunity, or is Wall Street still sleeping…
Semiconductor stocks just cratered while one mega-cap tech name quietly climbed to record territory, and the reason why reveals a fault line running straight through the AI trade that most investors are…
AI funding is drying up faster than anyone expected, and the race to go public before the window slams shut has turned desperate. One company stands between a potential $2 trillion valuation…
A top Gartner forecaster just handed neocloud investors a brutal timeline, and the stocks are already cracking under the pressure. Whether CoreWeave and Nebius survive as independent companies may come down to…
Goldman's prime brokerage data caught hedge funds slashing chip stocks at a pace not seen in over a decade, and the question now is whether that selling cleared the air or set…
Broadcom just posted AI chip growth that left Wall Street's estimates in the dust, yet the stock sits more than 30% below its 52-week high while its CEO drops warnings that rattled…
