TSMC reports before the open on October 15, and what its CEO says next will matter far more for one of these AI chip giants than for the other. The reason comes…
The most popular AI ETF on the market buries the stock everyone associates with artificial intelligence near the bottom of its holdings, and the companies sitting at the top reveal a very…
A weekend comment about a Texas chip venture is testing the most visible outside endorsement of Intel‘s (NASDAQ:INTC | INTC Price Prediction) foundry turnaround. Intel stock is at $114.52, down 4% in…
Every time I rebalance my portfolio, one stock keeps winning the argument against NVIDIA and Intel combined. With October 15 earnings approaching, here is why I am loading up now instead of…
Cerebras stock cratered to a post-IPO low while rivals like NVIDIA and AMD surged, yet one of the world's largest banks just doubled down with a price target that implies the market…
One ETF holds the companies building the AI economy, charges less per year than a cup of coffee on a $1,000 stake, and comes with a specific rule for when to stop…
Selling a massive Nvidia position inside your IRA sounds like it should trigger a tax bill, but one decision made afterward can quietly push tens of thousands of dollars of your Social…
Gerelyn Terzo Amazon (NASDAQ:AMZN | AMZN Price Prediction) is in talks to move $8 billion of NVIDIA (NASDAQ:NVDA) Grace Blackwell chips into a special purpose vehicle, the Financial Times reported. The vehicle would sell…
Broadcom’s $42 Billion Number Makes the Supplier the Lender Broadcom (NASDAQ:AVGO | AVGO Price Prediction) has agreed to lend Anthropic up to $42 billion, according to the AI lab’s IPO filing, as…
Elon Musk told SpaceX employees in August that AI revenue would overtake every other part of the business by September. The deadline has passed, and the numbers that will confirm or contradict…
Every major AI chip runs through one company's fabs, and its stock still trades cheaper than the customers that depend on it. Here is why analysts keep raising their targets despite a…
One Number: $89.02 Billion From the Machines That Make Tokens NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) generated $89.02 billion in Data Center revenue in a single quarter. That figure covers the second…
Gifting appreciated stock to a dying parent can legally erase a six-figure capital gains bill, but a single IRS code section turns the whole plan against you if the timing is off…
Jake FitzGerald A Reddit investor walked away from three of the biggest AI trade names in the market, armed with math showing the economics simply do not add up. Whether his timing was brilliant…
NVIDIA's revenue more than doubled last quarter, analysts see 42% upside ahead, and the bear case still sits above today's price. What stands between shareholders and those gains is a supply bottleneck…
Alex Sirois 
