9:00am ET
Investing
One Number Tells Me Nvidia Stock Could Go Much Higher
A single data point buried in Nvidia's latest earnings call flipped my read on where this stock is actually headed, and the market has not caught up yet.
NVDA Coverage Page 41
1:44pm ET
Investing
Jensen Huang Has Become World’s 8th Richest Person
Jensen Huang turned a modest chip startup into the backbone of the global AI arms race, and his personal fortune now rivals the biggest names in tech. But three mounting challenges could…
1:12pm ET
Investing
Is Nvidia’s $35 Billion Anthropic Pact the Ultimate Circular Financing Play?
Nvidia just anchored a $35 billion compute deal where it supplies the chips, backs the cloud tenant, and holds the lease on the data center, raising a question even its own CFO…
Rich Duprey 1:00pm ET
Investing
Prediction: This Stock Could Be the Next Big AI Winner
AMD has already doubled in 2026 while Lisa Su insists the AI buildout is barely getting started, but a sky-high valuation and tightening export controls raise the question of whether the real…
12:30pm ET
Investing
This $5 Trillion Company Could Be Worth $8 Trillion by 2030
NVIDIA just posted record quarterly revenue while its stock barely budged, and the gap between what Wall Street expects and what the next four years could actually deliver may be wider than…
Vandita Jadeja 11:00am ET
Investing
Price Prediction: Will Nvidia Hit $350 in 2027?
Wall Street's average target already implies 40% upside for Nvidia, yet one scenario pushes far beyond what analysts have priced in. The math is simpler than you'd expect, and the catalysts are…
Vandita Jadeja 10:00am ET
Investing
Cramer Says Not to Bet Against the AI Chipmaker That Lost Nearly 10% the Day After NVIDIA’s Huge Gain
Marvell Technology dropped nearly 10% the same morning NVIDIA added $442 billion in a single session, and Jim Cramer thinks that selloff is the setup, not the warning sign. One date in…
9:58am ET
Investing
Wall Street Warns AI Stocks Are Starting to Trade Like Interest-Rate-Sensitive Credit
The bond market is quietly reshaping how investors should think about NVIDIA and the broader AI trade, and Wall Street strategists are raising alarms that most equity investors are not watching the…
9:15am ET
Investing
Semiconductor Stocks Slide as Global Bond Selloff Lifts Yields: Intel Drops 3%, NVIDIA and AMD Slip
A global bond selloff sent long-term yields surging to levels not seen in over a year, and the chips sector is bearing the brunt as traders reprice the market's most ambitious AI…
9:00am ET
Investing
Fed Chair Kevin Warsh Pushed September Rate Hike Odds Past 50%. But 1 Investor Says the Market Has It Wrong
Kevin Warsh just sent September rate hike odds above 50%, but at least one prominent investor thinks the bond market is making a serious mistake and that NVIDIA traders may be the…
Joel South 8:53am ET
Investing
Broadcom Has Floundered For Several Months: A Respected Wall Street Team Expects 80% Returns Ahead
Broadcom sits 25% below its peak while 44 Wall Street analysts line up behind a price target that towers above the current price, and one respected firm sees something in the backlog…
7:45am ET
Investing
Everyone Loves a Winner: Investors Can’t Get Enough of Nvidia After Blowout Earnings
Retail investors have been piling into Nvidia for 15 straight trading sessions, and after a quarter that shattered nearly every estimate on the board, Wall Street is asking whether the buying frenzy…
Rich Duprey 7:33am ET
Investing
Palantir Vs. Intel: Choose One for The Rest of 2026
Palantir posted record software growth while Intel staged its biggest revenue comeback in fifteen years, and choosing between them for the second half of 2026 comes down to a single uncomfortable question…
4:25pm ET
ETF
VGT’s $58 Billion AI Chip Concentration Could Derail Your 2027 Returns
VGT carries 324 holdings, but a closer look at its semiconductor sleeve reveals a fund that behaves nothing like the diversified tech vehicle most investors think they own, and the stakes heading…
3:50pm ET
Investing
How Nvidia Tried to Profit Twice From Every Chip Sale—and Why It Backfired
Nvidia announced a program to collect revenue on the same chip twice, once at sale and again through ongoing cloud profits, then paused it weeks later after internal warnings about antitrust exposure.…
Omor Ibne Ehsan