Alex Karp called out OpenAI and Anthropic by name on live television, sent Palantir stock surging 8%, and argued that enterprises are done paying for tokens. The question is whether his numbers…
Every investor who skipped Nvidia this year assumes they left money on the table, but one overlooked semiconductor fund quietly tells a very different story about who actually won the AI trade.
SK Hynix is preparing one of the largest Asian IPOs in NASDAQ history, and its valuation multiple raises a question that divides Wall Street: is memory finally a different business, or is…
Jim Cramer just made his first bearish call in 25 years, and the trigger was not a market crash or a recession signal but a bond deal and a record-breaking equity offering…
Jim Cramer says the SK Hynix mega-listing clears the biggest threat hanging over AI stocks in 2026, but one scenario could blow that thesis apart before summer ends.
David Moadel Every quarter, one chipmaker hands its shareholders a stronger reason to own it than the previous quarter, and most investors are still scanning the wrong names for AI exposure.
Cerebras CEO Andrew Feldman says AI compute suppliers are not building on speculation but chasing orders already under contract, including a $20 billion-plus deal with OpenAI, and the companies moving fastest to…
Jim Cramer is furious that investors keep dumping one of the most proprietary chip companies ever built while rewarding a commodity memory stock with a higher forward multiple. The numbers behind his…
David Moadel The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly…
NVIDIA just handed investors a revenue guidance figure so large it strains credibility, and the most striking part is what the company deliberately left out of that number.
Six tech giants have flooded the corporate bond market with a level of borrowing that dwarfs anything seen in recent memory, and the bet only pays off if AI delivers returns at…
Rich Duprey SK Hynix just shattered a decades-old US listing record, and Bloomberg's desk thinks it signals something much bigger than one blockbuster IPO for the companies already supplying the AI buildout.
Intel is staking its survival on a capital program approaching $200 billion, and the operating results are starting to answer a question that once seemed unanswerable: can the company actually pull this…
Jim Cramer is calling on Wall Street analysts to act before Monday's open, and the pressure he is putting on the SK Hynix syndicate reveals exactly how fragile the biggest Nasdaq IPO…
Wall Street is tuning out wars and ignoring geopolitical headlines, and one chief investment strategist thinks he knows exactly why. The answer involves a spending figure that should stop any investor cold.
