NVIDIA : NVDA

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3991 Articles

Alex Sirois | Aug 11, 2026 at 12:05 PM EDT

This Is Where Nvidia Beats Broadcom

Nvidia and Broadcom both posted staggering AI revenue this quarter, but one strategy bets on a handful of hyperscalers while…

Gerelyn Terzo | Aug 11, 2026 at 11:27 AM EDT

A Red-Hot Robotics IPO Is 8,000 Times Oversubscribed. SpaceX Drew 4X Demand.

Investor demand for humanoid robots just shattered records that SpaceX, Snowflake, and Facebook never came close to touching. Here are…

Vandita Jadeja | Aug 11, 2026 at 10:30 AM EDT

Nvidia vs. Apple: The Battle for Tech’s Most Valuable Crown

Nvidia and Apple both shattered expectations this quarter, but they are playing completely different games. Which business model actually wins…

Rich Duprey | Aug 11, 2026 at 10:16 AM EDT

Jensen Huang’s $500 Billion Wall Street AI Deal Sounds Brilliant — Until You Consider the Risks

Six of Wall Street's biggest capital allocators just signed onto a half-trillion-dollar Nvidia infrastructure bet, but a quiet detail buried…

Alex Sirois | Aug 11, 2026 at 9:57 AM EDT

The 2 Chip Portfolio: Is AMD or Broadcom the Better Complement to Nvidia?

AMD and Broadcom both just posted monster AI quarters, but only one of them actually complements an Nvidia position without…

Joey Frenette | Aug 11, 2026 at 8:56 AM EDT

Beyond GPUs: As Hyperscalers Flex Their Own Chips, a New Kind of “AI Premium” Is in the Cards.

Hyperscalers are quietly building custom silicon that could shift the AI infrastructure power balance in ways most investors have not…

Alex Sirois | Aug 11, 2026 at 8:33 AM EDT

SK Hynix Has Suffered Post-IPO as Memory Flags: A Wall Street Pro Remains Sanguine With 160% Returns Predicted

SK Hynix staged one of the largest tech IPOs in history, then promptly handed investors a brutal loss within weeks.…

Trey Thoelcke | Aug 11, 2026 at 8:05 AM EDT

Cisco or Coherent: Which Stock Is Poised to Soar After Earnings?

Cisco and Coherent both report earnings the same afternoon, putting two very different AI networking bets head to head. One…

AJ Tiarsmith | Aug 11, 2026 at 7:36 AM EDT

Nvidia and Wall Street’s Biggest Titans Just Struck a $500 Billion Deal. Here’s What’s In It For Both Sides

Jensen Huang just recruited six of the most powerful names in finance to solve the one problem threatening to put…

Alex Sirois | Aug 11, 2026 at 7:12 AM EDT

I’m Buying Nvidia Ahead of Aug. 26 Earnings Exactly For The Reason You Think

Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26…

David Beren | Aug 10, 2026 at 5:36 PM EDT

The Robot ETF Actually Exists Now: Tesla, Hyundai, and the Companies Building the Joints

Two robot ETFs now compete for the same investor thesis, but their portfolios tell completely different stories about where humanoid…

David Moadel | Aug 10, 2026 at 12:25 PM EDT

Coherent Falls 12%, Lumentum Drops 7% as AI Optics Stocks Cool Ahead of Earnings

Two AI optics darlings that posted triple-digit gains this year are suddenly selling off hard, and the reason has less…

Vandita Jadeja | Aug 10, 2026 at 11:30 AM EDT

The Mag 7 Face-Off: Only 2 Come Out on Top

The Magnificent 7 has long ruled the market, but 2026 has exposed a deep split in the group, and most…

David Moadel | Aug 10, 2026 at 11:14 AM EDT

Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance

AI server stocks are surging ahead of a high-stakes earnings report that could either validate a dramatic margin recovery or…

Joey Frenette | Aug 10, 2026 at 10:38 AM EDT

Semis Surge, Michael Burry’s Shorts Feel the Pressure — But Don’t Expect Him to Run for Cover After His Latest “1987-Style” Crash Warning

Michael Burry just doubled down on his bearish AI bets even as semiconductors roar back, but one short in his…

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NVIDIA : NVDA

All NVIDIA Articles

This Is Where Nvidia Beats Broadcom

A Red-Hot Robotics IPO Is 8,000 Times Oversubscribed. SpaceX Drew 4X Demand.

Nvidia vs. Apple: The Battle for Tech’s Most Valuable Crown

Jensen Huang’s $500 Billion Wall Street AI Deal Sounds Brilliant — Until You Consider the Risks

The 2 Chip Portfolio: Is AMD or Broadcom the Better Complement to Nvidia?

Beyond GPUs: As Hyperscalers Flex Their Own Chips, a New Kind of “AI Premium” Is in the Cards.

SK Hynix Has Suffered Post-IPO as Memory Flags: A Wall Street Pro Remains Sanguine With 160% Returns Predicted

Cisco or Coherent: Which Stock Is Poised to Soar After Earnings?

Nvidia and Wall Street’s Biggest Titans Just Struck a $500 Billion Deal. Here’s What’s In It For Both Sides

I’m Buying Nvidia Ahead of Aug. 26 Earnings Exactly For The Reason You Think

The Robot ETF Actually Exists Now: Tesla, Hyundai, and the Companies Building the Joints

Coherent Falls 12%, Lumentum Drops 7% as AI Optics Stocks Cool Ahead of Earnings

The Mag 7 Face-Off: Only 2 Come Out on Top

Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance

Semis Surge, Michael Burry’s Shorts Feel the Pressure — But Don’t Expect Him to Run for Cover After His Latest “1987-Style” Crash Warning

An $18,000 Deposit Added 12 Air Force Years to His Civilian Pension. Social Security Had Already Counted Them.

Top Market Strategist Warns Anthropic’s 40-50x Revenue Multiple for IPO Could Be “Dangerous”

How a 67-Year-Old With $500,000 in JEPQ Hands the IRS $12,800 a Year for That Monthly Check

An $18,000 Deposit Added 12 Air Force Years to His Civilian Pension. Social Security Had Already Counted Them.

The Average Social Security Check at 62 Is $1,424 a Month. Here's What Living On It Actually Looks Like

An $18,000 Deposit Added 12 Air Force Years to His Civilian Pension. Social Security Had Already Counted Them.

Top Market Strategist Warns Anthropic’s 40-50x Revenue Multiple for IPO Could Be “Dangerous”

NVIDIA : NVDA

All NVIDIA Articles

This Is Where Nvidia Beats Broadcom

A Red-Hot Robotics IPO Is 8,000 Times Oversubscribed. SpaceX Drew 4X Demand.

Nvidia vs. Apple: The Battle for Tech’s Most Valuable Crown

Jensen Huang’s $500 Billion Wall Street AI Deal Sounds Brilliant — Until You Consider the Risks

The 2 Chip Portfolio: Is AMD or Broadcom the Better Complement to Nvidia?

Beyond GPUs: As Hyperscalers Flex Their Own Chips, a New Kind of “AI Premium” Is in the Cards.

SK Hynix Has Suffered Post-IPO as Memory Flags: A Wall Street Pro Remains Sanguine With 160% Returns Predicted

Cisco or Coherent: Which Stock Is Poised to Soar After Earnings?

Nvidia and Wall Street’s Biggest Titans Just Struck a $500 Billion Deal. Here’s What’s In It For Both Sides

I’m Buying Nvidia Ahead of Aug. 26 Earnings Exactly For The Reason You Think

The Robot ETF Actually Exists Now: Tesla, Hyundai, and the Companies Building the Joints

Coherent Falls 12%, Lumentum Drops 7% as AI Optics Stocks Cool Ahead of Earnings

The Mag 7 Face-Off: Only 2 Come Out on Top

Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance

Semis Surge, Michael Burry’s Shorts Feel the Pressure — But Don’t Expect Him to Run for Cover After His Latest “1987-Style” Crash Warning

An $18,000 Deposit Added 12 Air Force Years to His Civilian Pension. Social Security Had Already Counted Them.

Top Market Strategist Warns Anthropic’s 40-50x Revenue Multiple for IPO Could Be “Dangerous”

How a 67-Year-Old With $500,000 in JEPQ Hands the IRS $12,800 a Year for That Monthly Check

Featured Reads

An $18,000 Deposit Added 12 Air Force Years to His Civilian Pension. Social Security Had Already Counted Them.

The Average Social Security Check at 62 Is $1,424 a Month. Here's What Living On It Actually Looks Like