Microsoft just built its most powerful laptop ever and left Intel out of it entirely, raising a question every PC investor should be asking about who controls the market going forward.
BNP Paribas just slapped a price target on AMD that towers over Wall Street consensus, but reaching it would demand a sequence of wins that our model says the stock has not…
A struggling PC maker quietly reinvented itself around AI servers, and investors who held through two brutal drawdowns collected returns that left the S&P 500 in the dust. The question now is…
When Fox News asked Jeff Bezos what a retiree should own in an age of AI hype, his answer surprised the anchor and left a single word doing all the heavy lifting.
A $5,000 stake in Micron Technology (NASDAQ:MU | MU Price Prediction) buys about 4.65 shares at the model’s starting price of $1,074.89. Early Monday the stock traded at $1,066.18. Over the past…
Intel has already left the S&P 500 in the dust, and Jim Cramer is doubling down on its CPU business just as analysts debate whether the market has gotten ahead of the…
The San Francisco Fed just named AI chips as a persistent inflation shock alongside tariffs and oil, and the official driving that view says relief is nowhere close. What that means for…
Morgan Stanley just raised its NVIDIA target as the stock closes in on all-time highs, but margin compression and a $50 billion financing controversy raise real questions about how much runway this…
AMD has turned a few thousand dollars into life-changing wealth over the past decade, but the same run from a trillion-dollar market cap would dwarf every chip giant alive today. Here is…
A report that SpaceX (NASDAQ:SPCX | SPCX Price Prediction) is lining up a giant debt package to buy NVIDIA (NASDAQ:NVDA) artificial intelligence (AI) chips is putting pressure on the most capital-intensive corner…
Oracle (NYSE:ORCL | ORCL Price Prediction) and Amazon (NASDAQ:AMZN) just reported earnings that raise the same question: Oracle’s infrastructure arm is growing far faster than AWS, yet AWS still brings in far…
AMD surged 221% in the past year while NVIDIA gained just 31%, yet one of these AI chip giants still dominates every metric that matters for a decade-long hold in a retirement…
AMD has surged past every analyst price target on the back of gigawatt-scale AI chip commitments, but the product that justifies this valuation has not yet shipped a single unit at scale.
August's trade gap blew past forecasts while the stock market shrugged and climbed higher, and the reason behind both moves points to a spending wave that could just as easily flip into…
NVIDIA, Apple, and Microsoft now dominate the S&P 500 at a concentration level that makes the 1980s tech giants look like small players, and what that means for anyone holding an index…
