6:01pm ET
ETF
AMDL Doubles Your AMD Bet. It Also Doubles the Nvidia Problem
AMDL gives traders twice the upside of AMD's booming AI momentum, but it also locks them into twice the exposure to the one problem AMD still cannot solve.
NVDA Coverage Page 48
5:59pm ET
Investing
Elon Musk Tells SpaceX Employees ‘AI Will be 99% The Value of SpaceX’ Within 5 Years
At a recent all-hands meeting, Elon Musk told SpaceX employees that the rocket business they work for is quietly transforming into something far more valuable, and he named a specific month when…
Gerelyn Terzo 5:10pm ET
Investing
Michael Burry Is Short Nebius and Palantir. Both Are Now Soaring and His Short Thesis Looks Broken.
Michael Burry bet against two of the hottest AI stocks on Wall Street, and this week their earnings reports delivered a direct challenge to the core of his short thesis.
4:03pm ET
Investing
CoreWeave & Nebius Are Soaring. This Brand-New ETF Gives Exposure Across Top Neocloud Stocks.
Neocloud stocks just posted some of the wildest single-session gains of the AI buildout cycle, and the valuation math behind them is stranger and more compelling than it looks at first glance.
2:07pm ET
Investing
Intel Is Up 176% This Year. Is It Time to Take Profits on INTC, AMD, Broadcom, and NVIDIA?
Intel's stunning 176% run has the semiconductor sector buzzing, but with AMD trading at a jaw-dropping 123x earnings and a fresh dilution event on the table, figuring out where to hold and…
2:05pm ET
Investing
Jim Cramer Just Called Intel a Major Focus Name: Here’s What He Sees in Lip-Bu Tan’s Intel
Jim Cramer just named Intel a major focus name and pointed directly at CEO Lip-Bu Tan, but Wall Street's cautious consensus tells a very different story about where this explosive turnaround actually…
1:14pm ET
Investing
5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday
Jim Cramer is hosting a semiconductor-focused call Thursday, and the AI capex cycle is running hotter than any point in the last two years. Five names define the trade right now, but…
12:36pm ET
Investing
Bloom Energy Jumps 13% as Nebius Picks Its Fuel Cells for AI Data Center, FuelCell Climbs 11%
A major AI cloud operator just handed Bloom Energy a high-profile data center contract, and the ripple through the fuel cell sector raises a pointed question about which names have real wins…
11:50am ET
Investing
Nvidia’s $500B Infrastructure Deal: Wall Street Vote of Confidence or Another Circular Deal for the AI Bubble?
Wall Street's biggest financial juggernauts just inked a jaw-dropping infrastructure deal with Nvidia, and the question of whether this signals a genuine revolution or inflates an already dangerous bubble has serious consequences…
10:06am ET
Investing
Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance
Super Micro Computer just delivered guidance that sent shockwaves through the entire AI server sector, but analysts are refusing to celebrate without answers to one stubborn question about margins.
9:43am ET
Investing
Broadcom Wins If AI Wins So I Keep Buying
Most investors obsess over picking the AI chip winner, but one company sits at a tollbooth every hyperscaler must pass through regardless of which architecture dominates, and that changes the retirement math…
9:39am ET
Investing
Live Nasdaq Composite: Market Sentiment Remains Hopeful on Cooling Inflation Signals, AI Earnings
A cooler inflation print and a surge in AI earnings have bulls eyeing the best setup they have seen in weeks, but Norway's $2.3 trillion sovereign wealth fund just issued a warning…
9:37am ET
Investing
Nvidia Will Be The World’s First $10 Trillion Company
Nvidia already sits at the center of every major AI deal, data center, and startup shaping the future of technology. What happens when the company that supplies the weapons also becomes the…
9:22am ET
Investing
Nebius Is Up 18%: Is It Outperforming AI Cloud Stocks Like CoreWeave and Cloudflare?
Nebius just posted a jaw-dropping revenue surge and CoreWeave is selling out GPU capacity years in advance, yet the two AI cloud darlings are not moving in lockstep today and the reason…
9:17am ET
Investing
Norway Made $184 Billion In First Half, With Help From Nvidia And Apple
A tiny nation of 5.7 million people quietly became the world's largest single investor, owning a slice of nearly every major company on earth. The secret behind Norway's staggering financial empire starts…