AMD has surged nearly 200% in a year, and the Helios GPU ramp is just getting started, but a stretched valuation and export policy risks mean the next move could break either…
A senior bank executive running real AI deployments just told CNBC that three years of pilots still haven't become scaled infrastructure, and she named 2027 as the year that needs to change.…
Omor Ibne Ehsan SpotGamma's Brent Kochuba says one specific number explains why tonight's Nvidia earnings report will move far more than just one stock, and the S&P 500 options market is already showing the strain.
Thomas Richmond Taiwan Semiconductor powers every major AI chip on the planet, yet its stock trades at a fraction of the valuations enjoyed by its own customers. Whether that discount closes or widens in…
While investors chase flashy AI chip stocks, a quiet storage giant has been compounding record revenues and locking in hyperscaler contracts through 2027. Whether that run still has legs depends on one…
Salesforce and CrowdStrike both report on the same evening, putting two very different recovery stories side by side. For a retirement portfolio, the signals behind one name line up cleanly while the…
Wall Street analysts are reshuffling their bets ahead of a critical inflation report and NVIDIA earnings that could jolt markets in either direction. Find out which names got upgraded, cut, or newly…
NVIDIA has beaten Wall Street's earnings estimates five quarters in a row, yet the stock has dropped after four of those announcements. Tonight's report may reveal why being right is no longer…
AJ Tiarsmith The day before Nvidia reports earnings that analysts expect to roughly double year over year, OpenAI dropped a chip benchmark that rattled the AI hardware world and forced a question no investor…
Jim Cramer says Tim Cook told him directly that iPhone prices are heading up, and the only fix runs straight through a supplier U.S. trade policy is working hard to cut off.
Hyperscaler and GPU customers are driving a surprise rotation into digital infrastructure stocks, and the companies benefiting most are not the ones you would expect from a Bitcoin rally.
RUM Group CEO Chris Pavlovski just publicly named CoreWeave and Nebius as targets for his company's AI infrastructure arm, but the SEC filing sitting behind that bold claim reveals a financing gap…
SpaceX stock is surging on a timeline shift that has nothing to do with rockets and everything to do with AI compute in orbit, but a looming share unlock and an unproven…
NVIDIA heads into its August 26 earnings report with Wall Street almost certain it will beat, yet the stock has dropped sharply all week. That contradiction tells long-term investors something important about…
Bitcoin briefly cracked $80,000 for the first time in months, sending crypto mining stocks surging well past the broader digital infrastructure pack, but not every miner is rallying for the same reason.
