Four years is enough time for the right platform businesses to compound into life-changing returns, but the window to buy them cheaply is closing fast as AI infrastructure spending shifts from experiment…
SpaceX's first-ever earnings call gave Nvidia bulls a number so large that one top analyst ran the math and came back with a scenario that rewrites the entire revenue ceiling for the…
NVIDIA just made a substantial bet on Ilya Sutskever's secretive superintelligence lab, giving it rare insider access to research that almost no one outside gets to see. Whether that changes the calculus…
AI server stocks are staging a dramatic Tuesday surge with no clean company catalyst in sight, raising the question of whether this risk-on wave has legs or sets up a painful late-session…
Nvidia keeps smashing records while skeptics like Michael Burry stack up bearish bets against it, yet one top analyst sees a supply crunch so severe it could make the doubters regret sitting…
Chip stocks are surging across the board, but the biggest winner today may be the one that fell 24% last month and still has no trailing earnings to justify the bounce. Here…
Azure just did something it has never done before, and the metric buried in Microsoft's latest earnings report tells me this AI spending wave is nowhere near finished.
UBS just published a profit projection for Amazon that would reshape the entire corporate landscape by 2030, and the number hinges almost entirely on a single segment now growing at its fastest…
Dan Ives thinks the AI spending wave has barely started, and the hyperscalers are finally proving the skeptics wrong. The question now is which stocks stand to benefit most before the rest…
NVIDIA's rapid-fire investments in frontier AI labs look suspiciously similar to the circular deals that preceded the dot-com collapse, and investors are already tuning them out. The real question is whether that…
Joey Frenette Jim Cramer flagged two supply-side signals he believes explain Nvidia's latest surge, and the company's own balance sheet may quietly confirm he is onto something bigger than a short-term trade.
Gerelyn Terzo The five most valuable companies in America just reported earnings, and the profit rankings will surprise you. One name sits at the top for reasons that have almost nothing to do with…
NVIDIA's CFO quietly dropped a single number on the latest earnings call that reframes the entire chip scarcity debate, and most retail investors scrolled right past it.
Gerelyn Terzo Marvell Technology just dropped nearly 21% in a month, and one analyst with skin in the game is treating that selloff as a buying opportunity. The reason comes down to a single…
A quiet software release tied to SIGGRAPH 2026 may matter far more to NVIDIA's next decade than its blockbuster hardware lineup, and a single number buried in the announcement explains why investors…
Joel South 
