Nebius just announced a price hike on its most in-demand GPU clusters, but soaring interest costs and a wave of bearish retail sentiment raise real questions about whether that pricing power actually…
SPY hands most of your money to a handful of giants, but one rival fund treats the smallest S&P 500 company as an equal to the largest. The tradeoff is stranger than…
Marvell has already tripled this year while most investors are still focused elsewhere, and the company just locked in a deal with Google that could reshape its entire revenue mix. The question…
NVIDIA just posted one of the most staggering quarters in semiconductor history, but owning the chipmaker alone means betting everything on one side of a trade that has two very different ways…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang recently told CBS News that worries about data center water use are a “myth”. He also said that data centers are creating “the…
Rich Duprey NVIDIA’s $150 Billion Number Jim Cramer spent September asking for a bigger buyback, and on September 28, 2026 he got one. The chipmaker, NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), announced plans to…
NVIDIA just doubled its revenue while the stock barely moved, and now Wall Street and independent models disagree sharply on what comes next. The path to $350 exists, but it depends on…
Vandita Jadeja NOKIA This year marks 161 years since the foundation of the Finnish technological giant NOKIA. The company started as a simple wood pulp mill, and diversified to produce industrial goods. In the…
Depending on who is answering the question, AI hyperscalers could invest $7 trillion between now and 2030. Germany’s GDP is about $5.5 trillion. More often than not, the question is where the…
Chip stocks are splitting in two directions, with Intel (NASDAQ:INTC | INTC Price Prediction) handing back part of an enormous year while NVIDIA (NASDAQ:NVDA) rises on its own company news. Intel stock…
A record buyback commitment lifts NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) stock only slightly. The gap between the scale of that headline and the size of the move is the tension at…
Tesla is trading like an AI company, not a carmaker, and one emerging business line will either justify that premium or expose it as fantasy. Here is what the numbers actually say…
IREN has shed 42% from its peak while rivals like TeraWulf and Cipher Mining kept their yearly gains, yet a prominent Wall Street analyst just slapped a $100 price target on the…
The ten-year Treasury yield just hit levels that should be crushing growth stocks, yet the Nasdaq-100 keeps refusing to fall. The reason comes down to six companies whose balance sheets are rewriting…
TSMC is booking capacity it cannot build fast enough, and a $60 billion capital bet suggests management sees something the market has not yet priced in. Here is what the numbers reveal…
