Cathie Wood just dumped one of this year's biggest AI winners to load up on a stock that has barely moved, and the reasoning behind that swap reveals a lot about where…
Anthropic filed confidentially for an IPO at a valuation that would place it above some of the most established names in tech, yet its financials raise hard questions about whether public markets…
Jim Cramer called for a $500 billion buyback and named Nvidia the single best investment Jensen Huang can make. The math behind that argument is harder to argue with than you might…
Anyone worried about sales of Apple’s (NASDAQ: AAPL | AAPL Price Prediction) extremely expensive iPhone Duo can stop worrying. Tech research firm Counterpoint expects to sell 6 million of them this year.…
State Street built a second S&P 500 fund specifically to pay larger quarterly checks, and most SPY investors have never heard of it. Before you move any money, there is a performance…
Monthly income sounds simple until you realize the size of each check depends on how much the market swings, and two popular JPMorgan ETFs prove that chasing a bigger payout always costs…
Few large chip names have delivered a year like Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction), and the scale of that run now forces a real decision on shareholders. Marvell stock is…
Jim Cramer says Nvidia's record buyback authorization is nearly worthless unless management follows a very specific playbook borrowed from a now-retired Apple executive. The difference between a transformative capital return and an…
Nvidia gets the headlines, but the company quietly linking all those GPUs together just posted 115% revenue growth and added optics as a second major growth engine. Here is the case for…
Lisa Su just committed billions in AMD stock to a startup that makes virtual worlds instead of chips, betting that understanding physical AI from the inside is the only way to outmaneuver…
AMD just crossed into the trillion-dollar club on the back of one market that management believes will grow to $1.4 trillion by 2030, but the stock already trades near a 52-week high…
TSMC keeps landing on my buy list quarter after quarter, and the more I study its financials the harder it gets to justify stopping. Here is why I keep adding to a…
NVIDIA and AMD both posted massive data center numbers, but the real battle brewing between them has nothing to do with GPUs. A surprising new front is opening that could flip the…
Artificial intelligence has spent the past several years turning semiconductors into one of the hottest corners of the market. Now the physical world is beginning to push back. AI models may live…
AMD just hit a $1 trillion market cap, but the real story lives in the four moments before it got there. Each entry point produced a wildly different outcome, and the gaps…
