The S&P 500 keeps setting records, but strip away two stocks and the picture underneath looks nothing like a healthy bull market. What Bespoke Investment Group's latest earnings data reveals about who…
JEPQ's monthly paycheck looks generous until a single Nvidia session reveals exactly what income investors are trading away to collect it.
A federal court just ruled the Pentagon's retaliation against an AI supplier illegal, and the fallout lands squarely on one of Palantir's most critical defense programs before a make-or-break September deadline.
SPY built its reputation tracking the S&P 500 for over three decades, but a lesser-known rival now holds a structural and cost advantage that quietly compounds against long-term SPY holders every single…
Kevin Warsh just told the market that the Fed has been blaming the wrong culprit for inflation for decades, and if he is right, the playbook for rate hikes, growth stocks, and…
Jim Cramer dumped one AI chipmaker over an $80 billion debt raise, then turned around and shrugged off the identical financing practice at NVIDIA. Whether that double standard holds up depends entirely…
Two nearly identical Vanguard growth ETFs are posting returns that differ by five full percentage points this year, and the cheaper one is losing. The reason has nothing to do with fees.
Wall Street's loudest AI bull spent Thursday morning declaring America's first technology lead over China in three decades, then named the one policy decision that hands it straight back to Huawei.
Nvidia guided to 70% revenue growth and the stock jumped, but a KeyBanc analyst revealed the real demand figure is significantly higher, and understanding why the company cannot meet it changes everything…
Omor Ibne Ehsan Jim Cramer spent Tuesday questioning Nvidia's biggest strategic moves, then reversed course Wednesday with one of his most bullish calls in years. Here is what changed his mind.
Amazon is surging 4% on a massive GPU expansion deal with the very chip supplier that is simultaneously sinking 4% on the same news. The split tells a story about where Wall…
Alphabet and NVIDIA both just reported blockbuster earnings, but two legitimate ways of measuring profit point to opposite winners. The answer hinges on whether a massive paper gain from a single private-company…
Bears spent months building a case that AI would hollow out Salesforce and eventually topple Nvidia, and then a single earnings night arrived and put both arguments on trial at once.
More than 100 companies just signed an open letter warning that AI-powered cyberattacks will arrive sooner than governments are ready for, and the list of who signed it raises as many questions…
Both NVIDIA and Palantir crushed earnings, raised guidance, and rode the same AI wave to triple-digit growth. But when two stocks tell the same story from opposite ends of the stack, only…
