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…
Billions of dollars flow into a Nasdaq-100 fund every week, yet a nearly identical fund from the same company quietly charges less for the exact same stocks. The fee gap looks small…
CoreWeave's three co-founders have cashed out billions since the IPO while telling analysts their conviction in the company has never been stronger, and now the stock sits near its lowest point ever…
Semiconductor stocks just logged their longest losing streak in nearly two decades, and the cause this time has nothing to do with a credit crisis. What is actually driving the selloff puts…
Martin Shkreli just named three private startups he believes could threaten Nvidia's dominance in AI chips, and his reasoning involves a technology that computes at the speed of light. The catch is…
Apple's first foldable phone sold out before most people finished their morning coffee, and the backlog stretching into late January could quietly reshape two consecutive earnings reports in ways investors may not…
Taiwan just announced plans to criminalize AI chip shipments to China, and the legal gap still open is the only thing standing between three major semiconductor companies and a tighter regulatory net.
Any retiree living off a portfolio usually weighs today’s income against tomorrow’s growth. In many instances, there are two widely held income ETFs, the Schwab US Dividend Equity ETF (NYSEARCA:SCHD) and the…
Bank of America just invoked the ghost of the 1990s fiber optic collapse to explain why AI's biggest winners could still leave investors with nothing, even if the technology reshapes the world…
Tech stocks shed over a trillion dollars in a single session while oil and Treasury yields climbed, yet Nvidia's CEO stood in Berlin projecting calm certainty about AI's future. Whether his confidence…
A blunt warning about AI funding from one of the chip industry’s most prominent executives is hitting custom AI chip stocks harder than the wider semiconductor group. Broadcom (NASDAQ:AVGO | AVGO Price…
Confidential documents reveal that two of the world's most valuable tech companies quietly wrote identical checks to fund a new White House ballroom, and neither one sent out a press release. The…
Arm Holdings has surged over 120% this year while building a chip empire that stretches from smartphones into AI data centers, but a brutal recent selloff and a valuation that makes even…
