OpenAI reportedly buying Google's custom AI chips would quietly shift leverage in one of the most lucrative vendor relationships in tech, and the fallout for NVIDIA's pricing power and Alphabet's chip ambitions…
Two of the world's most valuable companies are chasing the same $6 trillion milestone through opposite philosophies, and only one of them can get there first on cheaper growth.
Meta pulled in far more investor demand than it had shares to sell, yet buyers still watched the stock fall the moment trading opened. What convinced NVIDIA and AMD to pour billions…
SK Hynix (NASDAQ:SKHY) reported third-quarter results overnight in Korea on October 28, 2026. Its US-listed shares jumped 8% in premarket trading to $156.78, and AFP reported the Korea-listed shares gained 11% on…
Anthropic filed to go public, but millions of retirement savers may have already bought in without realizing it. Three familiar mutual funds quietly accumulated private Anthropic shares before any IPO, and your…
Goldman Sachs just flagged the largest tech sell-off ever recorded in its prime brokerage book, and a 63-year-old with three 401(k) funds may be carrying far more of that risk than she…
Marvell shares just cratered while management raised its revenue outlook, creating a rare tension between Wall Street's confidence and the market's sudden cold feet. Here is what the numbers say about which…
Rival AI chip architectures are headed for one shared cloud at Oracle (NYSE:ORCL | ORCL Price Prediction), and Wall Street is adopting the plan. Oracle stock is at $132.28, up 5% in…
A chief executive pitching QNX as the operating system for robots as well as cars has BlackBerry Limited (NYSE:BB) shares moving sharply higher. BlackBerry stock is at $9.63, up 5% in afternoon…
Micron turned a $1,000 investment into tens of thousands of dollars over a decade, but a brutal month-long selloff raises the question every long-term holder now faces: AI-fueled momentum or the beginning…
SK hynix has already sold out its AI memory capacity while Micron scrambles to lock buyers into long-term contracts, and the distance between those two positions could decide which stock survives the…
NVIDIA's Vera CPU is already shipping to hyperscalers and management expects CPU revenue to more than double, putting AMD and Intel on defense in a market they once owned. Whether that threat…
Treasury Secretary Scott Bessent chose a chain restaurant as the setting for his latest political jab. On Monday, he ate at a Cheesecake Factory (NASDAQ:CAKE) near the White House. Afterward he told…
NVIDIA, Micron, and SanDisk have already crushed the market in 2026, but analysts keep raising their targets anyway. Here is whether the valuation math actually supports another massive leg higher before 2027…
Meta just broke a 13-year silence on new stock, and the chip suppliers powering its AI ambitions are lining up to buy in. Whether that signals genuine confidence or a circular bet…
