Palantir posted record software growth while Intel staged its biggest revenue comeback in fifteen years, and choosing between them for the second half of 2026 comes down to a single uncomfortable question…
VGT carries 324 holdings, but a closer look at its semiconductor sleeve reveals a fund that behaves nothing like the diversified tech vehicle most investors think they own, and the stakes heading…
Nvidia announced a program to collect revenue on the same chip twice, once at sale and again through ongoing cloud profits, then paused it weeks later after internal warnings about antitrust exposure.…
Omor Ibne Ehsan JEPI's monthly payouts have quietly shrunk all year while the broader market surged past it, and the one event that could reverse both trends is now closer than most investors expect.
Qualcomm stock has clawed back from a post-earnings collapse and then some, but the recovery hides a complicated mix of shrinking handsets, unproven data center bets, and margin pressure that makes the…
OpenAI just built an AI-designed chip that already beats Nvidia's best in early tests, and one macro investor has pinpointed exactly when Nvidia's most valuable competitive advantage disappears entirely.
Marvell just posted blowout earnings and locked in a landmark Google deal, yet shares fell 10% in a single session. Whether that selloff is a trap or a warning sign depends on…
Everyone is chasing the same AI trade, but one chipmaker sitting in NVIDIA's shadow just posted 50% revenue growth and landed commitments worth gigawatts from two of the biggest names in tech.…
AWS just committed a staggering sum to plant its flag in a sovereign AI market that could reshape the global cloud race, and Wall Street is still figuring out what it means…
Palantir just posted a 51% single-month surge and the kind of revenue guidance that has analysts scrambling to revise their models, yet the stock still trades near Wall Street's consensus target. Here…
Arm has quietly captured the CPU backbone of the AI data center buildout, yet its current price tells a strikingly different story than its growth numbers do. Here is what Wall Street…
Trump fired a warning shot at communities blocking data centers, but a growing revolt stretching from Texas to Arizona reveals the $1 trillion AI buildout faces a political obstacle that no Truth…
AJ Tiarsmith Memory stocks quietly powered one of the steepest AI trades of the cycle, but Micron now sits at a crossroads where a blowout quarter and a $100 billion sales backlog collide with…
Tim Cook moved billions of iPhones and doubled Apple's slice of the S&P 500, yet one looming question about his legacy may overshadow all of it: did sitting out the AI arms…
CrowdStrike just turned its biggest rivals into data suppliers feeding the Falcon platform, and the market is paying attention. Here is what the Fal.Con 2026 keynotes reveal about where enterprise cybersecurity is…
