Goldman Sachs says AI spending is propping up S&P 500 earnings growth, but that same statistic reveals a fragile dependency on a handful of buyers whose budgets could shift any quarter.
A $1.4 Trillion Cash Projection Research firm SemiAnalysis, in a September 11, 2026 note titled “Nvidia’s Backstop Universe, Heads I Win, Tails Who Loses?”, projects that NVIDIA (NASDAQ:NVDA | NVDA Price Prediction)…
Rich Duprey Number That Stops You Cold $517 billion. That is the compute bill Anthropic has lined up ahead of its confidential IPO, according to a September 6, 2026 report from The Information. The…
One number reframes the entire robotics conversation, and it did not come from a chipmaker or an automaker. It came from a bank. Goldman’s Big Robot Number 6.5 million humanoid robot units…
Jim Cramer just told retirees holding Nvidia and Apple to reconsider what "safe" actually means, and the math behind his argument is harder to dismiss than it sounds.
Three days after Anthropic researcher Evan Hubinger wrote on X that “we really do earnestly believe AI could kill all humans” and pegged the probability at “>10% within the next decade”, Anthropic…
$2.3 Billion a Day The seven companies known as the Magnificent 7 collectively generate roughly $2.3 billion in operating profits every single day on a trailing 12-month basis. That figure represents the…
Reuters reports that NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is in talks to commit up to $10 billion as an anchor investor in Anthropic’s initial public offering, a deal that could price…
Rich Duprey A position that started as a small allocation now controls your retirement, and selling everything creates its own disaster. Three ETFs offer a way to stay in the trade without betting the…
Palantir is betting that the most valuable AI workloads are the ones OpenAI can never touch, and a fresh Nvidia partnership just gave that argument serious hardware backing. The question is whether…
A single flash-memory stock has quietly redrawn the boundary between growth and value investing, leaving retirement savers in supposedly defensive index funds holding far more AI-cycle risk than they realize.
Anthropic and OpenAI are racing toward blockbuster IPOs with trillion-dollar valuations, but a rival they cannot sue, regulate, or outspend may already be eroding the foundation those numbers rest on.
Piper Sandler just put a fresh bullish stamp on Marvell with a new price target, and CEO Matt Murphy is calling the company the Switzerland of AI silicon. Whether that neutrality is…
Broadcom and AMD both posted explosive AI growth and both have hyperscalers locked in as customers, but only one makes a convincing case for actually unseating Nvidia as the king of AI…
TSMC is up over 66% in the past year, AI customers are booking capacity years out, and the only foundry rival is hemorrhaging billions. So why does one critical number still cast…
