AMD and NVIDIA both posted explosive AI quarters, but they are betting on opposite visions of how the AI economy will actually be won. One of those visions fits the next phase…
The iShares S&P 100 ETF just swapped out a toothpaste giant and a mall REIT for four AI infrastructure plays, and the move reveals something uncomfortable about what this so-called blue-chip fund…
Huawei's best AI chip cannot keep pace with Nvidia hardware that is already three generations old, and the gap is widening faster than most investors realize.
Jim Cramer is calling the Magnificent Seven a generational buying opportunity, but the argument only holds for some of them, and getting that distinction wrong is an expensive mistake.
SCHG markets itself as a diversified large-cap growth fund, but a closer look at its holdings reveals a much narrower bet, and that structural quirk may explain why growth investors keep watching…
A blowout jobs report pushed September rate hike odds past 60%, which should have hammered high-multiple chip stocks. Instead, the semiconductor complex ran straight into the headwind and left the rest of…
Nvidia and Apple took opposite approaches to AI spending in 2026, and both are beating the market anyway. The shared contrarian logic behind their gains challenges everything Wall Street assumed about who…
Goldman Sachs says the AI spending cycle is just getting started, but the stocks that made investors rich in the last leg may not be the ones that do it in the…
Jim Cramer called it both offensive and defensive, but the two halves of the Hugging Face deal are not equally interesting, and the one that actually moves the stock is the one…
Alphabet just came off its longest monthly losing streak in over a decade, and a massive capital spending bet has free cash flow running negative. So why are analysts lining up to…
One number buried in NVIDIA's latest earnings report tells you everything about whether this company has real pricing power or just a lucky streak, and most investors scroll right past it.
Years of buying and holding a single chip maker turned one Oregon couple's brokerage account into their largest asset by far, bigger than their home and their 401ks combined. But sitting ten…
Jake FitzGerald Nvidia just committed serious money to train plumbers and electricians, and the retailer that sells to those exact tradespeople responded by printing a 52-week low. Something in that equation does not add…
Sitting out the AI rally felt safe until the S&P 500 started looking like a semiconductor fund in disguise. Three ETFs can get retirees into the trade without the single-stock exposure that…
Broadcom just posted AI chip growth that dwarfs nearly every semiconductor result this year, yet the stock sold off anyway. The real question is whether the market priced in the wrong number…
