Arm sits underneath nearly every hyperscaler custom CPU program, collecting royalty checks as AI infrastructure spending accelerates, but its 120x forward multiple means a single stumble could trigger violent downside for a…
Artificial intelligence is moving out of the data center and into the physical world. Autonomous vehicles, warehouse robots, and increasingly capable machines are giving AI a body, creating what Goldman Sachs calls…
Tesla is quietly assembling pieces that go far beyond selling cars, and the question is whether the market has any idea how large the combined opportunity could get.
A veteran portfolio manager pulled out a century-long logarithmic chart and pointed to where the S&P 500 sits today, then explained why that picture changes everything about how you should think about…
Chip stocks are sliding in early Monday trading after an AI pacing appeal over the weekend rippled beyond memory suppliers and into logic and accelerator names. Intel (NASDAQ:INTC | INTC Price Prediction)…
NVIDIA and Palantir both raised guidance and both accelerated, but they are capturing AI dollars at completely different layers of the stack. Which position actually earns the next trillion matters more than…
When the US and Israel began striking Iran, gold did what every financial advisor said it would. Then something strange happened in an obscure corner of the freight market that almost nobody…
Goldman Sachs says AI spending is propping up S&P 500 earnings growth, but that same statistic reveals a fragile dependency on a handful of buyers whose budgets could shift any quarter.
A $1.4 Trillion Cash Projection Research firm SemiAnalysis, in a September 11, 2026 note titled “Nvidia’s Backstop Universe, Heads I Win, Tails Who Loses?”, projects that NVIDIA (NASDAQ:NVDA | NVDA Price Prediction)…
Rich Duprey Number That Stops You Cold $517 billion. That is the compute bill Anthropic has lined up ahead of its confidential IPO, according to a September 6, 2026 report from The Information. The…
One number reframes the entire robotics conversation, and it did not come from a chipmaker or an automaker. It came from a bank. Goldman’s Big Robot Number 6.5 million humanoid robot units…
Jim Cramer just told retirees holding Nvidia and Apple to reconsider what "safe" actually means, and the math behind his argument is harder to dismiss than it sounds.
Three days after Anthropic researcher Evan Hubinger wrote on X that “we really do earnestly believe AI could kill all humans” and pegged the probability at “>10% within the next decade”, Anthropic…
$2.3 Billion a Day The seven companies known as the Magnificent 7 collectively generate roughly $2.3 billion in operating profits every single day on a trailing 12-month basis. That figure represents the…
Reuters reports that NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is in talks to commit up to $10 billion as an anchor investor in Anthropic’s initial public offering, a deal that could price…
Rich Duprey 
