8:07am ET
Investing
Apple Now Trades at Twice Nvidia’s Forward P/E
Apple and Nvidia sit within $250 billion of each other in market value, yet one trades at a multiple more than twice as rich as the other. That gap raises a sharp…
NVDA Coverage Page 7
8:00am ET
Investing
NVIDIA Keeps Falling and Wall Street Won’t Move Its Target. Is It Time To Buy?
NVIDIA just doubled its revenue yet the stock keeps sliding, and Wall Street still refuses to budge its price target. Something in that gap between the business and the share price tells…
7:55am ET
Investing
Wall Street Gave Micron Back Its $1 Trillion Crown Just One Session Later
Micron crossed back into trillion-dollar territory without a single announcement or earnings update, leaving investors to figure out whether the violent swing between sessions reflects something real or just fund positioning that…
7:15am ET
Investing
Alphabet Offers the Most Compelling Blend of Asymmetric AI Upside and Safety Across the Magnificent 7
Alphabet grows like an AI startup yet trades closer to a sleepy ad business, and that gap between perception and reality raises a pointed question about which Magnificent 7 stock carries the…
7:00am ET
Investing
AI chip stocks bounce back as hyperscaler earnings loom, META equity raise in focus
NVIDIA collects a check whether hyperscalers borrow, issue stock, or drain their cash reserves, but Meta faces a funding squeeze that could reshape what shareholders actually own. The size of one expected…
5:00pm ET
Investing
‘We’re Still in the Parking Lot’: Cathie Wood Says AI Isn’t a Bubble. Here’s the Case Against Her
Cathie Wood bought CoreWeave as its bonds fell into distressed territory and its credit risk gauge hit a record high. Whether that makes her a contrarian genius or a cautionary tale depends…
12:45pm ET
Investing
Broadcom’s Time is Nearing as Neocloud Risk Jolts Nvidia
Nvidia's quiet move to insure loans for struggling neocloud customers signals a risk that most AI investors are ignoring, and it points straight to why one rival chipmaker keeps winning the customers…
12:15pm ET
Investing
Amazon Jumps 5% as Morgan Stanley Names It Top Pick on Faster AWS Growth; Microsoft and Alphabet Edge Higher
Morgan Stanley just put a bold new target on Amazon and called it a top pick, but the reasons behind the upgrade go far beyond the cloud spending story investors already know.
12:00pm ET
Investing
Nvidia Stock Could Be Headed for a Significant Revaluation
Jensen Huang says compute is now revenue, and NVIDIA's latest numbers back him up. But whether Wall Street's already-aggressive targets actually undershoot where this stock is headed depends on a few catalysts…
Vandita Jadeja 11:59am ET
Investing
Investor: ‘I Turned AMD Into $16 Million and Sold Everything, Did I Quit Too Soon?’
A trader on Reddit’s r/wallstreetbets says he turned an Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) position into a fortune, then sold all of it. On October 16, 2026, user DubiousChemistry…
11:35am ET
Investing
‘The Major Ones All End Badly’: Pulitzer-Winning Crash Historian on US Stocks at 250% of GDP
The AI boom has pushed American stocks to valuations few living investors have seen. Meanwhile, one of Wall Street’s most respected financial historians argues that the money pouring in is itself the…
Gerelyn Terzo 10:45am ET
Investing
Nebius is Your New AI Sentiment Gauge For AI Debt and GPU Risks
A single stock dropped 25% in one week while its backlog swelled to $37.5 billion, and that contradiction reveals exactly where investors stand on debt-funded GPU buildouts right now.
10:45am ET
Investing
Marvell Technology Will Heat Up Very Soon and I’m Buying in Advance
Marvell Technology shed 17% in a single week after one of the strongest runs in the AI trade, and that gap between the selloff and the business fundamentals is exactly what makes…
10:14am ET
Investing
Billionaire CEO: AI Is “The Biggest Bubble Of Our Lifetime,” But Investors Should Keep Buying During The Melt-Up
A crypto executive and former hedge fund manager is calling artificial intelligence the “biggest bubble of our lifetime” and telling investors to stay in. Mike Novogratz, founder and CEO of Galaxy Digital…
9:36am ET
Investing
Intel and AMD Rise 4% as JPMorgan Upgrades INTC After Steep Pullback; NVIDIA Edges Higher
A bearish Wall Street call on the chipmaker just came off the board, and chip stocks are rallying alongside it. Intel (NASDAQ:INTC | INTC Price Prediction) stock is up 4% to $93.68…