Amazon just committed roughly $200 billion to AI infrastructure, custom chips, and satellites, and one investor keeps hitting the buy button every time the stock dips. Here is the math behind that…
AMD's data center business exploded while Microsoft rents the very racks AMD fills, yet one of these stocks looks dangerously priced for anything less than a perfect Helios launch. Here is what…
Alex Sirois A key Taiwanese supplier’s best month ever has handed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) a fresh artificial intelligence (AI) demand signal, and the chip designer’s record rally now has to answer…
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…
