10:56am ET
Investing
Nvidia Trades At 50% Discount
Bank of America sees Nvidia shares trading at a steep discount to where they should be, but the bold price target rests on assumptions that could unravel fast given the debt piling…
NVDA Coverage Page 38
10:32am ET
Investing
Broadcom Falls 5% as Marvell Lands Google Custom Chip Deal, VMware and Financing Concerns Persist
Marvell just walked into Broadcom's most important customer relationship, and the fallout is shaking loose bigger questions about whether Broadcom's stock has been quietly losing its grip on the AI chip race…
9:52am ET
Investing
This Brilliant Tech Investor Just Bought SpaceX, Micron, Cerebras and Some Other Semiconductor Names
Brad Gerstner just placed some of his biggest bets of the year during one of the choppiest quarters for tech stocks, and his picks reveal exactly where Altimeter Capital thinks the AI…
7:35am ET
Investing
5 Strategic Buyers That Could Transform Aurora Innovation Into an Industry Powerhouse
Aurora Innovation operates the only driverless Class 8 trucks running at scale on U.S. public roads, and that monopoly position is drawing serious attention from some of the heaviest hitters in freight…
5:11am ET
Investing
“What Happens If OpenAI Dies?” Here’s Why Ed Zitron Thinks OpenAI Is Running Out Of Time
OpenAI just bought back employee shares at an $852 billion valuation while a dozen senior leaders walked out the door. Analyst Ed Zitron lays out exactly what breaks when the world's most…
10:52pm ET
Investing
Apple Shares Jump Tuesday While the Nasdaq Plummets: Here’s Why It Led Magnificent 7 Stocks
While the Nasdaq sold off hard Tuesday and AI-heavy tech names took a beating, one Magnificent 7 stock quietly closed in the green. The reason why reveals a growing fault line inside…
4:45pm ET
ETF
Vanguard Handed 53 Funds a Fee Cut This Year and Skipped the VGT ETF Entirely
Vanguard slashed fees on 53 funds this year and deliberately left one of its biggest, most profitable sector ETFs off the list. Whether that omission should change how you hold it depends…
1:30pm ET
Investing
ARM Stock: The $2 Billion AI Signal Investors Shouldn’t Ignore
Arm's CEO just doubled a key pipeline figure in a single quarter, and the stock is already priced like the bet pays off. Here is what the numbers say about whether bulls…
12:45pm ET
Investing
Evercore’s Top Strategist Says the Best Earnings Are Behind Us. He Still Wants You Buy Tech
Evercore's top strategist calls megacap tech earnings breathtaking, then tells investors to buy more. The reasoning behind that contradiction points to a structural pattern in bull markets that has a very uncomfortable…
11:50am ET
Investing
Early Anthropic Backer Defends $2 Trillion IPO Target—But There’s a Catch
A Plexo Capital partner who owns Anthropic shares went on CNBC to defend a valuation that dwarfs every profitable public AI company, and the caveat he buried in his own argument may…
11:34am ET
Investing
CoreWeave Vs. Cloud Giants: Amazon’s Most At Risk
AWS just posted its fastest growth in 18 quarters, yet one rival quietly routes the most profitable AI workloads around Amazon entirely. The company benefiting most may not be the one you…
11:26am ET
Investing
Move Over, Nvidia: Why AMD’s Latest Acquisition Could Redefine Direct-Silicon AI Inference
AMD just quietly acquired a tiny Canadian startup with a wild idea: build the chip around the AI model, not the other way around. Whether that unconventional bet can close the gap…
9:59am ET
Investing
Microsoft Is Owed Billions It Hasn’t Collected. One Analyst Says That Line Tells You Who Holds the Power
A line buried in Microsoft's cash flow statement that most investors skim past may reveal more about who holds power in the AI buildout than any revenue growth figure the company chooses…
9:58am ET
Investing
Billionaire David Tepper’s Top 5 Holdings Just Revealed
Billionaire David Tepper just filed his Q2 13F, and the moves he made inside his AI mega-cap positions tell a more complicated story than the headline holdings suggest.
9:53am ET
Investing
Memory’s Cyclicality is No More, So I Keep Loading Up on Micron
Micron burned shareholders for decades through boom-bust cycles that seemed as inevitable as the seasons, but one structural shift in how AI consumes memory has the author convinced those cycles are gone…