Blowout earnings from two AI heavyweights landed just as rising Treasury yields rattled growth stocks, and the two companies are responding to that pressure in strikingly different ways.
NVIDIA reports after the close on August 26, and the setup heading into that print is unlike anything the stock has seen in years. Here is why analysts, prediction markets, and booked…
Treasury yields just handed AI stocks a brutal week, and while most investors ran for the exits, one Broadcom buyer kept hitting the buy button. The reasoning behind that conviction goes deeper…
Everyone chases GPU stocks while one analog chip maker quietly powers every AI server, EV drivetrain, and factory line on the planet, and its free cash flow just told a story worth…
Mark Cuban dropped four words on X that sent financial media into a frenzy, but no one can agree whether he meant it as a buy signal or a warning about a…
Anthropic was built by people who left OpenAI, and now it has quietly flipped a metric that makes OpenAI's massive spending look less like a moat and more like a gamble with…
TSMC's latest quarter shattered expectations and a fresh $100 billion U.S. commitment signals the chipmaker is betting everything on one unstoppable trend. Whether that bet ends at $437 or $620 hinges on…
Triple-leveraged semiconductor exposure sounds like a recipe for disaster, yet one ETF quietly turned a modest stake into something that rivals a year of aggressive trading. The math behind it challenges almost…
VUG's rock-bottom fee gets all the attention, but a hidden cost in the fund's structure quietly shapes every dollar you invest in ways most holders never stop to calculate.
OpenAI, Anthropic, Meta, and AWS are all competing for the same scarce silicon, and one chipmaker sits at the center of every deal. Whether that position justifies the current price depends on…
A decade of rewarding a simple monthly habit does not guarantee the next chapter follows the same script, and 2026 is already writing something different for SCHG investors. Where you sit in…
Tesla's cars are funding something far larger than an auto business, and Wall Street has barely started to price it in. The real question is whether the income statement ever catches up…
Lee Ainslie just torched Maverick Capital's playbook, dumping chip giants to pour hundreds of millions into five names that look nothing like his fund's typical bets, and one of them involves derivatives…
Chip stocks are selling off hard even as bond yields fall and the broader market turns green, yet one name in the sector is holding completely flat while its peers bleed out.
Jensen Huang built Nvidia from a scrappy graphics chip startup into a company now sitting at the center of the AI revolution, and his personal fortune has followed a trajectory that few…
Douglas A. McIntyre 
