The Highest-Beta Name in Big Tech Just Ran. Here’s the Risk
Arm just posted a 187% year-to-date run on the back of real AI demand, but a beta of 3.89 turns every market hiccup into a violent swing, and the stock has already…
Arm just posted a 187% year-to-date run on the back of real AI demand, but a beta of 3.89 turns every market hiccup into a violent swing, and the stock has already…
Tesla sits at the bottom of the Magnificent 7 leaderboard while trading at a valuation that leaves almost no room for error, and the latest earnings report raises serious questions about whether…
Broadcom turned a $13 investment into $348 over ten years, and its AI chip ambitions now target revenue that would dwarf most tech companies. But a 29% pullback from its highs and…
One Number: $7.2 Million in Revenue Per Employee NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) now brings in about $7.2 million in revenue for each person on its payroll. That figure comes from…
At 9:16 a.m. ET on October 5, 2026, Jim Cramer posted on X: “It’s Co-Pilot’s time! MSFT going higher. Big move coming”. He noted the company is a big CNBC Investing Club…
Broadcom's AI revenue is tripling while its stock sits nearly 30% below its peak, creating a gap that either signals a buying opportunity or a warning sign worth understanding before December's earnings…
TSMC reports before the open on October 15, and what its CEO says next will matter far more for one of these AI chip giants than for the other. The reason comes…
The most popular AI ETF on the market buries the stock everyone associates with artificial intelligence near the bottom of its holdings, and the companies sitting at the top reveal a very…
A weekend comment about a Texas chip venture is testing the most visible outside endorsement of Intel‘s (NASDAQ:INTC | INTC Price Prediction) foundry turnaround. Intel stock is at $114.52, down 4% in…
Every time I rebalance my portfolio, one stock keeps winning the argument against NVIDIA and Intel combined. With October 15 earnings approaching, here is why I am loading up now instead of…
Cerebras stock cratered to a post-IPO low while rivals like NVIDIA and AMD surged, yet one of the world's largest banks just doubled down with a price target that implies the market…
One ETF holds the companies building the AI economy, charges less per year than a cup of coffee on a $1,000 stake, and comes with a specific rule for when to stop…
Selling a massive Nvidia position inside your IRA sounds like it should trigger a tax bill, but one decision made afterward can quietly push tens of thousands of dollars of your Social…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) is in talks to move $8 billion of NVIDIA (NASDAQ:NVDA) Grace Blackwell chips into a special purpose vehicle, the Financial Times reported. The vehicle would sell…
Broadcom’s $42 Billion Number Makes the Supplier the Lender Broadcom (NASDAQ:AVGO | AVGO Price Prediction) has agreed to lend Anthropic up to $42 billion, according to the AI lab’s IPO filing, as…