NVIDIA collects a check whether hyperscalers borrow, issue stock, or drain their cash reserves, but Meta faces a funding squeeze that could reshape what shareholders actually own. The size of one expected…
Cathie Wood bought CoreWeave as its bonds fell into distressed territory and its credit risk gauge hit a record high. Whether that makes her a contrarian genius or a cautionary tale depends…
Nvidia's quiet move to insure loans for struggling neocloud customers signals a risk that most AI investors are ignoring, and it points straight to why one rival chipmaker keeps winning the customers…
Morgan Stanley just put a bold new target on Amazon and called it a top pick, but the reasons behind the upgrade go far beyond the cloud spending story investors already know.
Jensen Huang says compute is now revenue, and NVIDIA's latest numbers back him up. But whether Wall Street's already-aggressive targets actually undershoot where this stock is headed depends on a few catalysts…
Vandita Jadeja A trader on Reddit’s r/wallstreetbets says he turned an Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) position into a fortune, then sold all of it. On October 16, 2026, user DubiousChemistry…
The AI boom has pushed American stocks to valuations few living investors have seen. Meanwhile, one of Wall Street’s most respected financial historians argues that the money pouring in is itself the…
Gerelyn Terzo A single stock dropped 25% in one week while its backlog swelled to $37.5 billion, and that contradiction reveals exactly where investors stand on debt-funded GPU buildouts right now.
Marvell Technology shed 17% in a single week after one of the strongest runs in the AI trade, and that gap between the selloff and the business fundamentals is exactly what makes…
A crypto executive and former hedge fund manager is calling artificial intelligence the “biggest bubble of our lifetime” and telling investors to stay in. Mike Novogratz, founder and CEO of Galaxy Digital…
A bearish Wall Street call on the chipmaker just came off the board, and chip stocks are rallying alongside it. Intel (NASDAQ:INTC | INTC Price Prediction) stock is up 4% to $93.68…
CoreWeave's GPU empire carries a $104 billion backlog and a debt load that turns every NVIDIA headline into a margin call on its equity. Find out what has to happen before this…
NVIDIA keeps beating earnings forecasts while its stock barely moves, and the reason why reveals a financing arrangement even management admits looks circular. The next two quarters will determine whether the AI…
Alex Sirois CoreWeave's stumble has put a spotlight on how Nvidia and AMD are bankrolling the AI chip boom, and the two approaches carry very different kinds of danger lurking beneath blockbuster revenue numbers.
Thirty-nine years after a single October Monday vaporized trillions and paralyzed markets worldwide, analysts are drawing uncomfortable parallels between 1987 and today's AI-fueled rally, and the math behind a repeat scenario is…
