Palantir is bouncing hard today while one of Wall Street's most famous short sellers still has a position against it. Elite fundamentals and a sky-high valuation are pulling this stock in opposite…
AMD has quietly transformed from a chip underdog into a rack-scale platform, and the hyperscalers placing the biggest bets in AI infrastructure are already voting with their wallets. Here is why one…
NVIDIA and Broadcom both rode the same AI spending wave this quarter and landed in completely different places. Which company's model actually captures more of the buildout depends on what kind of…
Enterprise software names are staging one of their sharpest single-day reversals of the year, and the catalyst has less to do with their own fundamentals than with what is happening in a…
Qualcomm reports Q3 earnings on July 29 with Polymarket odds heavily favoring a beat, yet the stock still trades at a fraction of its chip rivals' valuations. Whether that gap closes depends…
Arm stock has shed nearly a third of its value in just one month, yet the company's AI data center pipeline tells a very different story heading into Wednesday's earnings report.
Cisco was the indispensable infrastructure giant of its era, posting real revenue right up until its customers ran out of money and its stock collapsed 86%. Now credit markets are flashing a…
NVIDIA just committed to a spending package that dwarfs the budgets of most nations, and the market reacted by punishing the stock. Whether that reaction reflects legitimate bubble fears or a historic…
A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad selloff across AI hardware names, and the concern investors cannot shake goes…
Every DeepSeek headline and server delay rumor triggers a fresh wave of fear around Nvidia, yet one stubborn number on the income statement keeps pulling a contrarian investor back to the buy…
Apple and Nvidia are locked in a battle for the world's top market cap spot, and the company poised to win is not the one dominating AI headlines. The reason why reveals…
Oil's sharp drop gave bulls a reason to step back in Monday morning, but the rally hit a wall the moment a state-backed Chinese firm entered the chip equipment race, rattling Nvidia,…
Every time hyperscalers signal tighter AI budgets, one chipmaker's order book quietly grows. The reason has everything to do with who actually benefits when the industry is forced to spend less.
Tech skeptics say the AI rally is running on fumes, but one Wall Street analyst sees a demand imbalance so extreme it suggests the buildout has barely started. Here is what the…
Jensen Huang just told the world that the entire semiconductor industry is not remotely built for what comes next, and his forecast for how much it needs to grow will reshape how…
AJ Tiarsmith 
