AMD has surged over 150% this year and landed massive GPU deals with OpenAI and Anthropic, yet one metric keeps our rating stuck at hold. Here is the number that could finally…
Marvell is closing in on a deal that would hand it control of the light sources powering AI data centers, but the buyer's stock dropped sharply after hours while the target surged,…
Nvidia and Apple both posted record quarters fueled by AI, yet they earn that money in completely opposite ways, and only one of those bets looks worth the price tag right now.
ServiceNow stock cratered 19% the same morning it announced a major partnership with OpenAI, which means one of those two signals badly misreads where AI is headed for enterprise software.
Late on October 28, 2026, Bloomberg reported that Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is near a deal to buy Lumentum Holdings (NASDAQ:LITE) in an AI push. This is a reported…
AMD (NASDAQ:AMD | AMD Price Prediction) reports third-quarter results on Tuesday, Nov. 3, after the bell. The stock is up 165.22% this year, and its market cap stands near $926.5 billion. This…
Mark Cuban calls himself the biggest AI proponent alive, yet he sees the debt financing behind the AI buildout as a potential catastrophe for the entire U.S. economy. His warning puts NVIDIA…
AJ Tiarsmith Jim Cramer went on live television and called out one of investing's most sacred rules, and the morning's earnings reports gave him some uncomfortable ammunition to work with.
A big piece of the 2026 rally in Intel (NASDAQ:INTC | INTC Price Prediction) has evaporated over the past month, leaving the chipmaker below the $100 mark it traded well above just…
Household stock ownership just hit a level not seen since the late 1990s, and the last time Americans held this much of the market, a historic crash followed. Here is what the…
China’s hottest trade of 2026 has become its most painful. The STAR 50, Shanghai’s index of artificial intelligence and chip companies, has fallen 40% from its July high, according to Reuters reporting.…
Optics/photonics stocks are extending their rebound as more analysts argue that optics are a choke point in the AI expansion, yet Coherent (NYSE:COHR | COHR Price Prediction) is sitting out the move.…
Fitch Ratings is keeping its credit rating on SpaceX (NASDAQ:SPCX | SPCX Price Prediction) unchanged after a massive graphics processing unit (GPU) lease, yet the stock is falling and space peers are…
NVIDIA already commands a $5.26 trillion market cap, and one corner of its balance sheet carries enough risk to unsettle even the most committed bulls. Here is why the numbers still point…
Micron just crushed earnings for the eighth straight quarter, yet the stock sits 15% below where it was a month ago. With a make-or-break December report on the horizon and 75% of…
