AI infrastructure spending is entering its heaviest deployment phase yet, and three stocks spanning GPUs, custom silicon, and data center power are sitting right at the center of that trade heading into…
Broadcom sits at a tollbooth on the AI buildout, and one look at its order book raises a question worth asking: why are so many chip investors still looking elsewhere?
Training a frontier AI model is a one-time event, but running it in production is a recurring bill that never stops, and one chipmaker is quietly positioning itself to own that side…
A single ETF charging roughly four cents per $100 turned a modest investment into a small fortune over a decade, and the fee structure is the part of the story most investors…
Memory chip stocks like Micron and SK Hynix have been wild rides, and some famous bears are already circling. But a quieter corner of the market may offer a smarter, steadier path…
CoreWeave has shed nearly a third of its value since going public, yet its bookings just hit an all-time high. Something in that contradiction points to an opportunity worth understanding before the…
Alex Sirois SpaceX just went exclusive with Nvidia GPUs, and Jensen Huang may be ready to use that momentum to conquer a $200 billion market his rivals never saw coming. The question is whether…
TSMC just raised its capital expenditure to eye-popping levels, yet insiders warn it still cannot produce chips fast enough to satisfy demand. The case for staying the course on the foundry giant…
Michael Burry called the 2008 housing collapse and became a legend, but his string of bearish bets against AI and the current market rally raises a question he keeps dodging: what does…
Kenneth Griffin built a $60 billion empire by finding the cleanest risk-reward setups in mega-cap tech, and his playbook treats NVIDIA, Tesla, and Meta very differently than the crowd does right now.
Vandita Jadeja Marvell has handed investors a brutal month even as its AI silicon rivals rallied, yet one prominent Wall Street analyst just slapped a Street-high target on the stock that implies gains most…
Nvidia's earnings are compounding at triple-digit rates while its forward multiple sits in the low 20s, a mismatch that rarely lasts long. Here is what the numbers reveal about whether the current…
Alex Sirois AMD and Marvell have both crushed earnings while lapping NVIDIA and Broadcom on year-to-date returns, but their strategies for capturing AI infrastructure spending point in completely opposite directions, and only one of…
Every quarter, Amazon, Microsoft, and Alphabet publicly announce they cannot buy fast enough from one company, and that paper trail shapes every investment decision I make heading into a critical August earnings…
Wall Street analysts made some dramatic moves on Thursday, slashing price targets by double digits on several high-profile names while upgrading others to buy. Find out which stocks got the most surprising…
