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SpaceX just handed NVIDIA a high-profile win by locking in 20% of its next platform, leaving AMD without a flagship…
Google just handed Marvell a $12.2 billion validation of its custom chip ambitions, but the warrant's fine print reveals something…
Microsoft just signed off on a Texas data center that could flip IREN's bear case upside down, but the stock…
Nvidia has beaten estimates five straight times and the stock still fell after two of those reports. Wednesday's earnings carry…
A prominent venture billionaire declared AI has nothing to do with the biggest companies' earnings growth, and then eight minutes…
Blowout earnings from two AI heavyweights landed just as rising Treasury yields rattled growth stocks, and the two companies are…
NVIDIA reports after the close on August 26, and the setup heading into that print is unlike anything the stock…
Treasury yields just handed AI stocks a brutal week, and while most investors ran for the exits, one Broadcom buyer…
Everyone chases GPU stocks while one analog chip maker quietly powers every AI server, EV drivetrain, and factory line on…
Mark Cuban dropped four words on X that sent financial media into a frenzy, but no one can agree whether…
Anthropic was built by people who left OpenAI, and now it has quietly flipped a metric that makes OpenAI's massive…
TSMC's latest quarter shattered expectations and a fresh $100 billion U.S. commitment signals the chipmaker is betting everything on one…
Triple-leveraged semiconductor exposure sounds like a recipe for disaster, yet one ETF quietly turned a modest stake into something that…
VUG's rock-bottom fee gets all the attention, but a hidden cost in the fund's structure quietly shapes every dollar you…
OpenAI, Anthropic, Meta, and AWS are all competing for the same scarce silicon, and one chipmaker sits at the center…
Our top personal finance-related articles today. Your wallet will thank you later.