Two chip stocks are each up 3% Tuesday for reasons that have nothing to do with each other, and the gap between those catalysts reveals something important about what is actually moving…
Nvidia enters its most anticipated earnings report in years on the back of a seven-session losing streak, and Wall Street has moved the goalposts so far that even a record-breaking quarter might…
Rich Duprey Nvidia just posted numbers that suggest an unbreakable grip on AI infrastructure, yet AMD's biggest customers are quietly placing gigawatt-scale bets on a rival platform. What that split reveals about who actually…
Cerebras stock collapsed 40% from its May peak on a single bad earnings report, yet Wall Street analysts refuse to cut their targets. Here is why the gap between price and conviction…
NVIDIA sells the compute powering the AI boom while Meta bets billions that buying it will print money through ads. Wall Street expects both to lead the pack in Q3, but the…
The shift to 800-volt AI rack architectures is quietly creating winners in a corner of the chip market most investors overlook, and three small-cap semiconductor names under $50 each carry real exposure…
Paul Pelosi just placed a multimillion-dollar bet on a fuel cell company tied to AI data center power, and the structure of the trade looks almost identical to the household's most profitable…
Seema Shah, chief global strategist at Principal Asset Management, says Nvidia's quarterly report could shake the entire market, and the reason comes down to one critical shift in how investors now think…
Thomas Richmond Investors are lining up to bet that Anthropic's IPO will shatter SpaceX's record, but a closer look at what each company actually owns raises serious questions about whether that confidence is justified.
A GPU supply deal worth more than 500 times RUM Group's quarterly revenue sent shares surging, but the company admits it cannot fund the contract and a critical tranche remains conditional on…
CoreWeave is getting all the attention in the neocloud race, but a quieter rival just posted 454% revenue growth, locked in hyperscaler partnerships worth tens of billions, and did it without the…
Marvell has quietly turned itself into one of the most aggressive bets on AI infrastructure without selling a single GPU, and a surprise $12.2 billion disclosure just changed how Wall Street thinks…
Nvidia grabs the AI headlines, but a 69% gain over the past year hints that a quieter networking giant may be capturing just as much of the buildout. The question is whether…
While NVIDIA dominates AI headlines, one software giant is quietly building what may be the most defensible enterprise AI position in the market, and the valuation tells a very different story than…
The bear case against Marvell Technology rests on a customer concentration story that collapsed under the weight of its own evidence, and understanding why changes the entire calculus on where AI infrastructure…
