Andy Jassy just put a public deadline on a plan that could pull customers away from NVIDIA, but the terms Amazon left unspoken may matter more than the ones it announced.
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) traded at $65.91 as of 10:29 AM ET on October 30, 2026, down 28.41% from the $92.07 close on Oct. 29. The stock was…
AMD's Data Center revenue just doubled and Helios is shipping ahead of schedule, but the path to $1,000 a share by 2027 depends on a few critical variables that could make or…
A quarterly earnings beat ran into a much weaker outlook. The selloff is erasing a chunk of this year’s rally at Intel (NASDAQ:INTC | INTC Price Prediction). Shares are at $68.85, down…
Intel has shed a fifth of its value in a single month while its rivals barely flinched, yet one analyst sees a 70% surge coming. The catch is a collision between a…
A suspected Chinese intelligence asset built a close relationship with Jensen Huang while her employer spent billions on NVIDIA chips, and US officials briefed Trump but chose not to act. Now Congress…
Omor Ibne Ehsan Broadcom's AI revenue is growing faster than almost anyone on Wall Street expected, yet the stock sits nearly 30% below its 52-week high. Something about that disconnect deserves a closer look.
Micron has already locked in the majority of next year's shipments through signed customer agreements, yet the stock sits 27% below its all-time high with a forward earnings multiple that trails both…
Wall Street's consensus target for Broadcom sits above the stock's 52-week high, implying a move that would break new records. Our model lands somewhere different, and the gap between the two says…
Two AI chip giants, one $10,000 stake each, and a five-year model that puts them on surprisingly different trajectories. The gap has nothing to do with which company is bigger.
Micron's management admits they have no line of sight to when memory supply and demand balance, and that uncertainty cuts both ways for anyone holding a position in this stock right now.
Vertiv cratered 36% from its peak as a revenue miss, quality concerns, and an 11-session losing streak piled up against a stock with a beta above 2. Now one Wall Street team…
Micron just delivered the best quarter in its history, yet the stock sits more than 20% below its peak and institutional investors are quietly trimming. Something in the math does not add…
For the first time in more than four decades, the Federal Reserve is shrinking its voting calendar, and the timing could not be more fraught with a December rate hike now seen…
Artificial intelligence has become Wall Street’s biggest growth story, with technology companies pouring hundreds of billions of dollars into chips, data centers, and computing power. Investors have largely accepted that spending as…
