Intel crushed its third quarter, then watched a single guidance call erase a month of gains in one brutal session. Behind the panic sits a server chip bet and a spending cycle…
Micron just shed 30% in a single week, yet it posted record revenue and a gross margin of 87%. So why does the market price it like a fading cyclical, and what…
AI server makers are clawing back ground after a hard month, and Dell Technologies (NYSE:DELL | DELL Price Prediction) is leading the rebound. Dell stock is at $370.25, up 11% in early…
Jensen Huang, CEO of Nvidia (NASDAQ: NVDA | NVDA Price Prediction), could be gone soon. One more accusation of any ties, even if Huang acted by mistake, to the Chinese acquisition of…
NVIDIA posted a record quarter and still lost a quarter of its value in a month, while earnings estimates kept climbing. A swelling balance sheet and one looming report may explain why…
AMD posted a record quarter and guided even higher, yet the stock keeps sliding while cash flow and inventory send mixed signals. Which side of that gap does our model trust, and…
The odds that Jensen Huang will no longer be CEO of Nvidia (NASDAQ: NVDA | NVDA Price Prediction) by December 31 have risen to 16% on odds-making platform Polymarket. When the Nvidia…
Douglas A. McIntyre Chip stocks are having a sharp relief rally as the AI infrastructure trade comes back to life. Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) stock is at $165.32, up 7% in early…
A Wall Street downgrade that raises questions about leadership at NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) arrives as AI chip stocks rebound. NVIDIA stock is at $175.23, up 4% in morning trading.…
Credit markets had flashed distress signals on CoreWeave just days before earnings. Then its CEO made a bold pledge about how the company will pay for its AI buildout, and the neocloud…
Whichever chipmaker wins the AI race, its designs pass through the same software gatekeepers. One of them just slipped 9.81% in a month, carries $10 billion in debt, and faces an export-control…
Pre-Market Stock Futures: Futures are trading higher after a wild Tuesday, when we warned everybody to get their popcorn ready because the inflation news could cause some fireworks, and sure enough, it…
Forty-five analysts cheer Micron while one skips Sell and goes straight to Strong Sell, even as the stock bleeds and institutions quietly trim. What does the lone bear see that Wall Street…
A Bloomberg veteran who has covered hedge funds for 16 years says he never saw a day like last week, and Nvidia sits at the center of the wreckage. Two competing explanations…
Trey Thoelcke Google sells its own TPUs and Amazon pushes Trainium, yet both keep writing NVIDIA enormous checks. One supply bottleneck and one software moat explain why the custom-chip threat may be harder to…
