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Nvidia trades at a valuation not seen in seven years, yet the market keeps pricing it like a company past…
Super Micro Computer just posted preliminary numbers that sent margin bears scrambling for cover, and the ripple is already moving…
SK Hynix surged 14% Tuesday without a single company-specific headline, and the real test comes July 29 when its earnings…
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction), Dell Technologies (NYSE:DELL), and Hewlett Packard Enterprise (NYSE:HPE) are all…
Wall Street keeps punishing Broadcom while its cash registers keep ringing, and one investor believes the gap between those two…
AMD's two-day AI summit could jolt a sector that investors are losing their nerve on, but the real story has…
A research firm just ran the numbers on one of OpenAI's boldest revenue promises, and the gap between what OpenAI…
AMD keeps landing on the buy list every quarter, and the reasons have less to do with hype than with…
Amazon's Trainium chips just crossed a threshold that puts them in NVIDIA's direct sales lane for the first time, and…
A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm…
Intel's stock has surged nearly 323% over the past year on a turnaround narrative, but the GAAP numbers behind that…
Wall Street still prices Amazon like a retailer, but one shareholder keeps accumulating shares for a reason most investors have…
Ray Dalio's Bridgewater holds major stakes in Amazon, NVIDIA, and Alphabet, but one of the three flashes a warning sign…
Nvidia just posted 85% revenue growth and raised its buyback to $80 billion, yet the stock sits 28% below its…
Andy Jassy is pouring roughly $200 billion into data centers while free cash flow craters, and that tension between brutal…
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