Broadcom quietly powers the AI chips hyperscalers brand as their own, while AMD wages a public battle against Nvidia with full server racks and a valuation that leaves no room for error.…
SpaceX is racing to raise tens of billions in borrowed money to lock in an exclusive chip supply deal, and the timing raises questions about who really benefits when the money moves.
Michael Burry posted a two-sentence market call on X early Tuesday, and unlike most market warnings that lack a timeline, this one gives a duration. Burry’s full post reads: “The stock market…
Macro investor Jordi Visser shared his insights with Anthony Pompliano on The Pomp Podcast on October 3, 2026, stating that “FOMO is going to start to kick in very, very soon” for…
Millions of investors bought XLK expecting broad exposure to the companies reshaping the economy, but a closer look at its SEC filing reveals several of the most recognizable names in tech are…
BlackRock's semiconductor fund has been quietly outpacing the one most chip investors default to, but the longer you look back at the numbers, the more complicated the story gets.
SpaceX's AI division has worn three names since February, and Elon Musk just floated a fourth with a Sunday X post. Before investors treat the rebrand as a bullish signal, the financials…
Jensen Huang speaks in gigawatts and doubling demand while Satya Nadella speaks in seat counts and cost curves, but one of them is quietly funding his own customers to keep the story…
Circular financing fears just sent Broadcom shares sliding, but one investor sees the selloff as a gift. Here is why the very risk spooking the market is the same reason he keeps…
Two Wall Street price target raises built on separate arguments are lifting Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock, and the market is treating the bullish case as one that…
NVIDIA’s $5.841 Trillion Valuation Outweighs Three Tech Giants NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) carried a market value of $5.841 trillion as of 11:33 a.m. ET on October 6, 2026. That one…
CrowdStrike just launched a startup accelerator with Amazon and NVIDIA aimed squarely at the agentic AI era, and it sent the entire cybersecurity sector surging. Whether that enthusiasm survives contact with actual…
Custom chips anchor the Investor Day pitch from Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction). The argument is lifting shares of both Marvell and Broadcom (NASDAQ:AVGO), the other major design partner hyperscale…
A $10,000 bet on Nvidia a decade ago quietly became a life-changing sum, but with a $5.57 trillion market cap, the same math no longer applies the same way. Here is how…
The Fed just pushed rates higher and the 10-year Treasury sits above 5%, conditions that typically punish growth stocks hard. NVIDIA may be built differently enough that the standard playbook simply does…
