Nebius has already signed tens of billions in AI compute contracts, crushed revenue estimates, and handed investors a triple-digit return this year, but its balance sheet carries threats that could unwind everything…
Three AI giants are racing to lock in tens of billions in long-term debt to buy chips that will be obsolete before the loans mature, and only one of them will have…
The 24/7 Wall St. price target for Arm Holdings (NASDAQ:ARM | ARM Price Prediction) is $284.70. That sits 5.9% below the current price of $302.56, and our model sets that target with…
Chip stocks are under pressure as rising long-term Treasury yields and a sharp jump in oil prices revive inflation worries, with the selling reaching the artificial intelligence (AI) trade hardest. Intel (NASDAQ:INTC…
NVIDIA just posted triple-digit revenue growth and Wall Street is calling for another 40% gain, yet the stock keeps dropping after every earnings beat. Here is what three very specific things have…
Vandita Jadeja Microsoft just built its most powerful laptop ever and left Intel out of it entirely, raising a question every PC investor should be asking about who controls the market going forward.
BNP Paribas just slapped a price target on AMD that towers over Wall Street consensus, but reaching it would demand a sequence of wins that our model says the stock has not…
A struggling PC maker quietly reinvented itself around AI servers, and investors who held through two brutal drawdowns collected returns that left the S&P 500 in the dust. The question now is…
When Fox News asked Jeff Bezos what a retiree should own in an age of AI hype, his answer surprised the anchor and left a single word doing all the heavy lifting.
A $5,000 stake in Micron Technology (NASDAQ:MU | MU Price Prediction) buys about 4.65 shares at the model’s starting price of $1,074.89. Early Monday the stock traded at $1,066.18. Over the past…
Intel has already left the S&P 500 in the dust, and Jim Cramer is doubling down on its CPU business just as analysts debate whether the market has gotten ahead of the…
The San Francisco Fed just named AI chips as a persistent inflation shock alongside tariffs and oil, and the official driving that view says relief is nowhere close. What that means for…
Morgan Stanley just raised its NVIDIA target as the stock closes in on all-time highs, but margin compression and a $50 billion financing controversy raise real questions about how much runway this…
AMD has turned a few thousand dollars into life-changing wealth over the past decade, but the same run from a trillion-dollar market cap would dwarf every chip giant alive today. Here is…
A report that SpaceX (NASDAQ:SPCX | SPCX Price Prediction) is lining up a giant debt package to buy NVIDIA (NASDAQ:NVDA) artificial intelligence (AI) chips is putting pressure on the most capital-intensive corner…
