A brutal week of selling left NVIDIA at its cheapest valuation in months, but the fundamentals tell a completely different story than the price action suggests.
Both neoclouds are selling AI computing power as fast as they can build it, but one funds its own growth while the other has taken on billions in new debt to keep…
Micron just posted explosive revenue growth and locked in contracts stretching toward 2030, yet the stock tumbled hard last week. Whether that pullback is a buying opportunity or a warning sign depends…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) or Apple (NASDAQ:AAPL): which one better fits a retirement-focused portfolio right now? Alphabet has lost about $860 billion in market value since its peak. That is…
Two chip stocks are now carrying much of the S&P 500’s earnings season. The Kobeissi Letter says Micron Technology (NASDAQ:MU | MU Price Prediction) and NVIDIA (NASDAQ:NVDA) are expected to account for…
Selling in U.S.-listed Chinese internet stocks is landing hardest on the group’s biggest artificial intelligence spender, even as American large caps edge higher. Alibaba Group (NYSE:BABA | BABA Price Prediction) shares are…
Elon Musk, founder of SpaceX (NASDAQ:SPCX | SPCX Price Prediction), used the company’s third-quarter earnings call last night to describe how fast SpaceX is adding AI computing capacity. Chip stocks bounced in…
Citadel founder Ken Griffin told the Future of Global Markets Conference in New York on October 20, 2026 that investors are “almost certainly” in an AI bubble. Griffin built his reputation as…
Fresh artificial intelligence (AI) agent protection news from CrowdStrike Holdings (NASDAQ:CRWD | CRWD Price Prediction) is lifting cybersecurity and observability software as a group, with the biggest gains landing on stocks that…
Nvidia just posted triple-digit revenue growth and guided even higher, yet the stock sits barely above where it started the year. The question of whether shares can surge another 63% by 2027…
AMD has surged nearly 150% this year, but a brutal 13% weekly drop and a 199x trailing earnings multiple put bulls and bears on a collision course heading into the November 3…
China's tech giants just placed chip orders so massive that Nvidia admitted it cannot guarantee filling them, and the stock barely flinched. The reason why reveals something surprising about where Nvidia's real…
IREN shed nearly half its value in a single month and now sits at a 52-week low, yet top Wall Street analysts are holding price targets that imply the stock could multiply…
Oracle is burning through cash faster than it earns revenue, its credit rating sits one notch above junk, and a TD Cowen analyst now suspects its biggest chip supplier may be quietly…
Ken Griffin spent most of 2026 dismissing AI hype, then watched agentic tools collapse weeks of Citadel research into hours. Now he thinks a bubble is forming, and his reasoning explains why…
