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Ray Dalio's Bridgewater holds major stakes in Amazon, NVIDIA, and Alphabet, but one of the three flashes a warning sign…
Nvidia just posted 85% revenue growth and raised its buyback to $80 billion, yet the stock sits 28% below its…
Andy Jassy is pouring roughly $200 billion into data centers while free cash flow craters, and that tension between brutal…
Palantir bears have called the stock overvalued at every step, yet the company keeps silencing them with results that strain…
Archer Aviation just partnered with a secretive defense tech firm to unveil an autonomous attack aircraft, and the market reacted…
A surprise lease announcement just sent one battered energy infrastructure stock soaring 10% while dragging its crypto mining peers along…
Jensen Huang is making a bold prediction about semiconductors that makes Michael Burry's AI bubble warnings look shortsighted, and the…
Four battered AI infrastructure stocks are staging a violent Monday morning bounce after losing up to 43% in a single…
Semiconductor stocks are getting crushed, but not every name in the space deserves the same fate. One chipmaker sits at…
A surprise addition to AMD's AI customer roster has analysts scrambling to revise their price targets, and the chipmaker's upcoming…
Mira Murati's startup just launched its first open-weight model with a 1-gigawatt Nvidia partnership behind it, and the timing puts…
Korea's stock market just became the most important indicator for U.S. chip stocks, and the connection runs straight through SK…
A Korean brokerage downgrade lit a fuse under chip stocks Monday, sending a controversial leveraged ETF surging while NVIDIA, AMD,…
QQQ already tilts heavily toward Big Tech, but a newer Nasdaq ETF cuts the lineup down to just 30 names…
Qualcomm just watched a massive post-Investor Day rally evaporate in weeks, leaving the stock flat on the year and investors…
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