Investors are lining up to bet that Anthropic's IPO will shatter SpaceX's record, but a closer look at what each company actually owns raises serious questions about whether that confidence is justified.
A GPU supply deal worth more than 500 times RUM Group's quarterly revenue sent shares surging, but the company admits it cannot fund the contract and a critical tranche remains conditional on…
CoreWeave is getting all the attention in the neocloud race, but a quieter rival just posted 454% revenue growth, locked in hyperscaler partnerships worth tens of billions, and did it without the…
Marvell has quietly turned itself into one of the most aggressive bets on AI infrastructure without selling a single GPU, and a surprise $12.2 billion disclosure just changed how Wall Street thinks…
Nvidia grabs the AI headlines, but a 69% gain over the past year hints that a quieter networking giant may be capturing just as much of the buildout. The question is whether…
While NVIDIA dominates AI headlines, one software giant is quietly building what may be the most defensible enterprise AI position in the market, and the valuation tells a very different story than…
The bear case against Marvell Technology rests on a customer concentration story that collapsed under the weight of its own evidence, and understanding why changes the entire calculus on where AI infrastructure…
Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do…
Taiwanese prosecutors just indicted employees tied to an AI server smuggling ring stretching from Taiwan to China through three transit countries, and one major US chip stock is taking a disproportionate hit…
Nvidia enters earnings week with its stock priced for perfection, but a single crack in its numbers could send investors scrambling for the exits. The question is whether any weakness even exists,…
Insider disposals, bearish options positioning, and fading retail sentiment are flashing caution on NVIDIA even as the fundamentals keep accelerating. Here is why our model reads that tension as an opportunity rather…
Broadcom is quietly guaranteeing tens of billions in AI chip debt held off its own books, and a single demand shock could call every guarantee across the industry at once. Wall Street…
With NVIDIA reporting earnings Wednesday and shares already up big this year, Wedbush's Dan Ives insists the crowd still has the story wrong, and he named two specific catalysts the market keeps…
Omor Ibne Ehsan The man who called the 2008 housing collapse is walking into Nvidia's most consequential earnings report short the stock and long something Wall Street won't go near. His reasoning reveals a contrarian…
Bears insist smarter AI agents will shrink the GPU compute bill, and that argument sounds reasonable until you do the math on what an agent actually burns per task.
