Qualcomm is quietly lining up data center wins with the world's biggest hyperscalers, and the revenue clock is about to start ticking. Whether it can offset mounting handset headwinds before Wall Street…
As the AI trade collapsed, so did the shares of AI companies and megacaps facing negative cash flow because of their expense commitments to AI data centers. Nvidia (NASDAQ: NVDA | NVDA…
Arm Holdings has quietly shifted from smartphone chips to hyperscale data centers and its own silicon, a pivot that splits analyst opinion sharply and sends five-year return scenarios ranging from a loss…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is acquiring Lumentum Holdings (NASDAQ:LITE). The all-stock agreement is reshaping the map of AI data center optics, and both companies are sliding as the market…
Broadcom's stock is down while its revenue has surged dramatically, and the reason behind that gap points to something most investors misread as a red flag but one shareholder treats as a…
Micron has already locked in shipments years ahead, co-designed its next chip with NVIDIA, and posted revenue growth that leaves its peers in the dust, yet the stock trades at a fraction…
Chip stocks cratered, the Nasdaq-100 crossed a line it has not crossed all year, and one portfolio manager says the AI trade just entered a dangerous new phase that separates believers from…
Three engineers hatched a plan at a Denny's booth in East San Jose, then watched their first product come back in nearly every box shipped. What kept the company alive long enough…
AI budgets face real pressure heading into 2027, but three chipmakers controlling very different choke points in the supply chain may not feel the pain equally. Here is what separates the most…
Sentiment on Micron has cratered, Reddit has turned bearish, and the stock is down double digits in a month. Here is why that only makes the buying case stronger.
NVIDIA crushed earnings and AMD nearly doubled its data center revenue, yet their stock returns tell completely opposite stories. Which company's growth engine actually justifies what investors are paying for it right…
Tesla bounced hard off its lows, but the car business is no longer the story investors care about. Three separate growth engines are starting to fire at once, and each one carries…
Intel's brutal Friday selloff did not stop at its own ticker. If you hold a popular index or sector ETF, the damage landed in your account too, and the overlap across funds…
NVIDIA just posted another blowout quarter yet the stock sits 11% below its 52-week high, and that gap between fundamentals and price may be exactly the opening bulls have been waiting for.
Most people who buy Invesco QQQ Trust (NASDAQ:QQQ) want broad exposure to the NASDAQ-100. That portfolio leans heavily on a few chipmakers and tech platforms. Retirees and near-retirees who like the growth…
