10:45am ET
Investing
Why Jim Cramer Is All-In on Intel’s CPU Comeback
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…
NVDA Coverage Page 3
10:35am ET
Investing
The Fed Just Put AI on Its List of Inflation Shocks, Next to Tariffs and Oil
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…
10:30am ET
Investing
NVIDIA Just Hit a New Buy Point. Morgan Stanley Raised Its Target. Where Does It End?
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…
10:00am ET
Investing
AMD Is Up More Than 100X in 10 Years. Can It Repeat That Run?
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…
9:19am ET
Investing
SpaceX Slips 2% on a Reported $40 Billion Chip Financing Plan; Rocket Lab Eases, AST SpaceMobile Falls 3%
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…
8:45am ET
Investing
Cloud 2027: Can Oracle’s Fastest-Growing Engine Bridge the AWS Gap?
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…
8:45am ET
Investing
NVIDIA or AMD: If I Could Only Own 1 for the Next Decade, This Is It
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…
8:45am ET
Investing
AMD’s Valuation Is Really Starting To Ruffle Feathers on Wall Street
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.
8:30am ET
Investing
America’s Trade Deficit Just Hit $105.6 Billion, the Widest Since Before the Tariffs
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…
7:30am ET
Investing
Three Stocks Are Now 21% of the S&P 500, the Most Ever
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…
7:16am ET
Investing
Nvidia or Broadcom in October: 1 AI Chip Stock Gets My Money
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) or Broadcom (NASDAQ:AVGO): which AI chip stock fits a retirement-focused portfolio better? Both companies profit from the same data center buildout. They sell very different things…
7:15am ET
Investing
Broadcom Owns the Backstage; AMD Fights for the Spotlight
Broadcom quietly powers the AI chips hyperscalers brand as their own, while AMD wages a public battle against Nvidia with full server racks and a valuation that leaves no room for error.…
7:15am ET
Investing
SpaceX Wants to Borrow $40 Billion to Buy Nvidia Chips
SpaceX is racing to raise tens of billions in borrowed money to lock in an exclusive chip supply deal, and the timing raises questions about who really benefits when the money moves.
6:17am ET
Investing
Michael Burry Predicts Investors Have Less Than 270 Days To Prepare For Next Phase Of 2008 Style Crash
Michael Burry posted a two-sentence market call on X early Tuesday, and unlike most market warnings that lack a timeline, this one gives a duration. Burry’s full post reads: “The stock market…
6:43pm ET
Cryptocurrency
Jordi Visser Says Bitcoin FOMO Will “Kick In Very, Very Soon.” Can BTC Stay Above $82,000?
Macro investor Jordi Visser shared his insights with Anthony Pompliano on The Pomp Podcast on October 3, 2026, stating that “FOMO is going to start to kick in very, very soon” for…
