Nvidia's data center customer list is changing fast, and the new buyers look nothing like the hyperscalers who built the company's dominance. Whether that signals genuine strength or a subtler kind of…
Omor Ibne Ehsan Micron just posted numbers that made Wall Street scramble to rewrite its models, and a handful of deals locked in with its biggest customers suggest the memory cycle everyone expected to crack…
Wall Street analysts delivered a flurry of rating changes Thursday, reshuffling positions on retailers, REITs, solar stocks, and cybersecurity names while markets digest hotter inflation data and brace for a pivotal Fed…
Nvidia's record-breaking chip sales are only half the story. The company has quietly taken on a financing role so vast that a single OpenAI data center deal carries more exposure than most…
Rich Duprey After Nvidia posted one of the largest quarterly profits in corporate history, one wealth manager ran the numbers and came back with a price target that sits above every analyst on Wall…
AJ Tiarsmith AI infrastructure spending is accelerating toward numbers that would have seemed absurd two years ago, and three mega-caps sit directly in its path. The question is which one gives a patient investor…
Nvidia reportedly wants to buy the open-source platform where nearly every AI model in the world lives, but the price tag raises a question that goes beyond the billions: what happens to…
AJ Tiarsmith Nvidia just reported the kind of revenue numbers that make competitors nervous, but the real story unfolding in the SEC filings happened weeks before the earnings call and involved hundreds of millions…
Jake FitzGerald Both NVIDIA and Broadcom just posted record quarters riding the same AI infrastructure wave, but for retirement investors, one of these chip giants fits the portfolio and one quietly works against it.
Elon Musk just promised Nvidia data centers in orbit by 2027, but SpaceX's own SEC filing told a very different story to regulators just three months ago, and the gap between those…
Nvidia walks into tonight's report carrying a $91 billion revenue target, a near-certain Blackwell ramp, and a stock that has beaten earnings four straight times yet still fallen in the days that…
Thomas Richmond OpenAI's new chip posted a stunning benchmark win against Nvidia hardware drawing nearly twice the power, yet the same announcement contained a sentence that no Nvidia replacement story can explain.
Omor Ibne Ehsan IREN stock is shedding 6% ahead of back-to-back reports from NVIDIA tonight and IREN itself Thursday, putting traders who bought yesterday's rally in an uncomfortable spot before two of the most consequential…
Jim Cramer is raising an uncomfortable question about Nvidia before its earnings report: when a company writes a massive check to a partner that then builds a direct competitor, is that strategic…
Thomas Richmond Jim Cramer went on air to complain about Jensen Huang, but his complaint was not that anything went wrong. It was that nothing did, and that distinction points to a tension inside…
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