A suspected Chinese intelligence asset built a close relationship with Jensen Huang while her employer spent billions on NVIDIA chips, and US officials briefed Trump but chose not to act. Now Congress…
Omor Ibne Ehsan Broadcom's AI revenue is growing faster than almost anyone on Wall Street expected, yet the stock sits nearly 30% below its 52-week high. Something about that disconnect deserves a closer look.
Micron has already locked in the majority of next year's shipments through signed customer agreements, yet the stock sits 27% below its all-time high with a forward earnings multiple that trails both…
Wall Street's consensus target for Broadcom sits above the stock's 52-week high, implying a move that would break new records. Our model lands somewhere different, and the gap between the two says…
Two AI chip giants, one $10,000 stake each, and a five-year model that puts them on surprisingly different trajectories. The gap has nothing to do with which company is bigger.
Micron's management admits they have no line of sight to when memory supply and demand balance, and that uncertainty cuts both ways for anyone holding a position in this stock right now.
Vertiv cratered 36% from its peak as a revenue miss, quality concerns, and an 11-session losing streak piled up against a stock with a beta above 2. Now one Wall Street team…
Micron just delivered the best quarter in its history, yet the stock sits more than 20% below its peak and institutional investors are quietly trimming. Something in the math does not add…
For the first time in more than four decades, the Federal Reserve is shrinking its voting calendar, and the timing could not be more fraught with a December rate hike now seen…
Artificial intelligence has become Wall Street’s biggest growth story, with technology companies pouring hundreds of billions of dollars into chips, data centers, and computing power. Investors have largely accepted that spending as…
AMD has surged over 150% this year and landed massive GPU deals with OpenAI and Anthropic, yet one metric keeps our rating stuck at hold. Here is the number that could finally…
Marvell is closing in on a deal that would hand it control of the light sources powering AI data centers, but the buyer's stock dropped sharply after hours while the target surged,…
Nvidia and Apple both posted record quarters fueled by AI, yet they earn that money in completely opposite ways, and only one of those bets looks worth the price tag right now.
ServiceNow stock cratered 19% the same morning it announced a major partnership with OpenAI, which means one of those two signals badly misreads where AI is headed for enterprise software.
Late on October 28, 2026, Bloomberg reported that Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is near a deal to buy Lumentum Holdings (NASDAQ:LITE) in an AI push. This is a reported…
