NVIDIA : NVDA

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4061 Articles

Joey Frenette | Aug 18, 2026 at 11:26 AM EDT

Move Over, Nvidia: Why AMD’s Latest Acquisition Could Redefine Direct-Silicon AI Inference

AMD just quietly acquired a tiny Canadian startup with a wild idea: build the chip around the AI model, not…

Omor Ibne Ehsan | Aug 18, 2026 at 9:59 AM EDT

Microsoft Is Owed Billions It Hasn’t Collected. One Analyst Says That Line Tells You Who Holds the Power

A line buried in Microsoft's cash flow statement that most investors skim past may reveal more about who holds power…

Joel South | Aug 18, 2026 at 9:58 AM EDT

Billionaire David Tepper’s Top 5 Holdings Just Revealed

Billionaire David Tepper just filed his Q2 13F, and the moves he made inside his AI mega-cap positions tell a…

Alex Sirois | Aug 18, 2026 at 9:53 AM EDT

Memory’s Cyclicality is No More, So I Keep Loading Up on Micron

Micron burned shareholders for decades through boom-bust cycles that seemed as inevitable as the seasons, but one structural shift in…

David Moadel | Aug 18, 2026 at 9:46 AM EDT

Marvell Technology Drops 6% as Rising Treasury Yields Swamp a Bullish UBS AI Note

A bullish UBS note on Marvell's AI business landed Tuesday morning, and the stock still cratered 6%. The reason has…

David Moadel | Aug 18, 2026 at 9:34 AM EDT

Intel and AMD Fall 4% as 13F Filings Reveal Concentrated Chip Bets

Quarterly institutional filings just revealed which major tech rivals and hedge funds were crowding into the same chip stock before…

Omor Ibne Ehsan | Aug 18, 2026 at 8:42 AM EDT

A Top Strategist Says This Market Is Flying on One Engine. He Thinks It Could Stall

One strategist on CNBC compared today's market to a plane running on a single engine, and he named exactly which…

Joel South | Aug 18, 2026 at 8:36 AM EDT

Billionaire David Tepper’s Top 5 Holdings Just Revealed

Billionaire hedge fund manager David Tepper just filed his latest 13F, and the moves inside reveal a calculated reshuffling of…

Joel South | Aug 18, 2026 at 8:00 AM EDT

NVIDIA’s $500 Billion AI Bet Is ‘Almost Like a Digital Infrastructure Bill’

When Apollo, BlackRock, and KKR each commit $50 billion to a single chipmaker's buildout, the Earn Your Leisure hosts argue…

Joel South | Aug 18, 2026 at 7:00 AM EDT

3 Growth Stocks That Could Make You Rich by 2030

Three platform businesses dominate entirely different corners of the digital economy, yet each carries a specific risk that could unravel…

Thomas Richmond | Aug 17, 2026 at 6:28 PM EDT

Top Market Strategist Warns Anthropic’s 40-50x Revenue Multiple for IPO Could Be “Dangerous”

A top market strategist just called out the biggest risk hiding inside Anthropic's upcoming IPO, and it has nothing to…

Joel South | Aug 17, 2026 at 3:54 PM EDT

Billionaire Masayoshi Son Put 66% of His $18 Billion US Portfolio Into 1 Stock

Masayoshi Son just placed an enormous bet on a single American chipmaker, and the move has already turned against him…

Eric Bleeker | Aug 17, 2026 at 1:26 PM EDT

SpaceX Rebounds 6% on Monday as Nebius and CoreWeave Look to Rebound From Morning Drops

Goldman Sachs just projected the space economy hits $1.8 trillion by 2035, NVIDIA disclosed a $21 billion SpaceX stake, and…

Eric Bleeker | Aug 17, 2026 at 1:12 PM EDT

Cerebras Shares Skyrocket Monday. Intel Gains While AMD Is Down Slightly

A Wedbush note linking Cerebras to OpenAI's fastest inference tier sent shares surging after last week's brutal selloff, and the…

Eric Bleeker | Aug 17, 2026 at 1:06 PM EDT

AI Networking Stocks Are Rallying on Monday. Marvell Up 8%, Credo Up 8%, Ciena Joins the Move

A Sunday research note on a single chip ramp sent the entire AI networking layer surging Monday morning, and institutional…

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NVIDIA : NVDA

All NVIDIA Articles

Move Over, Nvidia: Why AMD’s Latest Acquisition Could Redefine Direct-Silicon AI Inference

Microsoft Is Owed Billions It Hasn’t Collected. One Analyst Says That Line Tells You Who Holds the Power

Billionaire David Tepper’s Top 5 Holdings Just Revealed

Memory’s Cyclicality is No More, So I Keep Loading Up on Micron

Marvell Technology Drops 6% as Rising Treasury Yields Swamp a Bullish UBS AI Note

Intel and AMD Fall 4% as 13F Filings Reveal Concentrated Chip Bets

A Top Strategist Says This Market Is Flying on One Engine. He Thinks It Could Stall

Billionaire David Tepper’s Top 5 Holdings Just Revealed

NVIDIA’s $500 Billion AI Bet Is ‘Almost Like a Digital Infrastructure Bill’

3 Growth Stocks That Could Make You Rich by 2030

Top Market Strategist Warns Anthropic’s 40-50x Revenue Multiple for IPO Could Be “Dangerous”

Billionaire Masayoshi Son Put 66% of His $18 Billion US Portfolio Into 1 Stock

SpaceX Rebounds 6% on Monday as Nebius and CoreWeave Look to Rebound From Morning Drops

Cerebras Shares Skyrocket Monday. Intel Gains While AMD Is Down Slightly

AI Networking Stocks Are Rallying on Monday. Marvell Up 8%, Credo Up 8%, Ciena Joins the Move

A $500,000 Annuity Pays About $3,100 a Month. Waiting Until 70 to Claim Social Security Pays More, and Its Raise Comes Every January.

He Chose the Bigger Annuity Check: $2,400 a Month Instead of $1,950. The Difference Was His Wife’s Income for the Next 20 Years.

The Retirees Who Left Florida for Good Say They Should Have Done It Five Years Sooner

A $500,000 Annuity Pays About $3,100 a Month. Waiting Until 70 to Claim Social Security Pays More, and Its Raise Comes Every January.

He Chose the Bigger Annuity Check: $2,400 a Month Instead of $1,950. The Difference Was His Wife's Income for the Next 20 Years.

A $500,000 Annuity Pays About $3,100 a Month. Waiting Until 70 to Claim Social Security Pays More, and Its Raise Comes Every January.

He Chose the Bigger Annuity Check: $2,400 a Month Instead of $1,950. The Difference Was His Wife’s Income for the Next 20 Years.

NVIDIA : NVDA

All NVIDIA Articles

Move Over, Nvidia: Why AMD’s Latest Acquisition Could Redefine Direct-Silicon AI Inference

Microsoft Is Owed Billions It Hasn’t Collected. One Analyst Says That Line Tells You Who Holds the Power

Billionaire David Tepper’s Top 5 Holdings Just Revealed

Memory’s Cyclicality is No More, So I Keep Loading Up on Micron

Marvell Technology Drops 6% as Rising Treasury Yields Swamp a Bullish UBS AI Note

Intel and AMD Fall 4% as 13F Filings Reveal Concentrated Chip Bets

A Top Strategist Says This Market Is Flying on One Engine. He Thinks It Could Stall

Billionaire David Tepper’s Top 5 Holdings Just Revealed

NVIDIA’s $500 Billion AI Bet Is ‘Almost Like a Digital Infrastructure Bill’

3 Growth Stocks That Could Make You Rich by 2030

Top Market Strategist Warns Anthropic’s 40-50x Revenue Multiple for IPO Could Be “Dangerous”

Billionaire Masayoshi Son Put 66% of His $18 Billion US Portfolio Into 1 Stock

SpaceX Rebounds 6% on Monday as Nebius and CoreWeave Look to Rebound From Morning Drops

Cerebras Shares Skyrocket Monday. Intel Gains While AMD Is Down Slightly

AI Networking Stocks Are Rallying on Monday. Marvell Up 8%, Credo Up 8%, Ciena Joins the Move

A $500,000 Annuity Pays About $3,100 a Month. Waiting Until 70 to Claim Social Security Pays More, and Its Raise Comes Every January.

He Chose the Bigger Annuity Check: $2,400 a Month Instead of $1,950. The Difference Was His Wife’s Income for the Next 20 Years.

The Retirees Who Left Florida for Good Say They Should Have Done It Five Years Sooner

Featured Reads

A $500,000 Annuity Pays About $3,100 a Month. Waiting Until 70 to Claim Social Security Pays More, and Its Raise Comes Every January.

He Chose the Bigger Annuity Check: $2,400 a Month Instead of $1,950. The Difference Was His Wife's Income for the Next 20 Years.