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3881 Articles

David Moadel | Jul 29, 2026 at 12:43 PM EDT

Nebius Drops 10%, CoreWeave Sinks 9% as Rising Credit-Swap Costs Hit the AI Cloud Trade

Credit markets are quietly repricing the AI infrastructure boom, and the pain is landing hardest on a handful of heavily…

Vandita Jadeja | Jul 29, 2026 at 11:00 AM EDT

The AI Trade Is Still On: Why Nvidia Remains at the Center of It

Nvidia has already handed investors a 14,797% return over the past decade, yet the forces driving that run show no…

Douglas A. McIntyre | Jul 29, 2026 at 10:24 AM EDT

Zuckerberg’s Bitter Complaints As Meta Stock Buckles

Mark Zuckerberg is making the rounds of the business press with a very public campaign to reshape AI regulation, but…

Vandita Jadeja | Jul 29, 2026 at 9:30 AM EDT

Apple Becomes a $5 Trillion Company. Here’s What Comes Next

Apple just crossed a threshold no American company has ever reached, and Wall Street is split on whether the stock…

Omor Ibne Ehsan | Jul 29, 2026 at 8:45 AM EDT

This ETF Just Undercut VTI on Fees. Should You Actually Switch?

JPMorgan's BBUS just priced itself below VTI, but the fee advantage comes with a quiet omission that changes the whole…

Trey Thoelcke | Jul 29, 2026 at 8:10 AM EDT

The Strategic Buyers That Could Scoop Up Distressed eVTOL Darling Archer Aviation

Archer Aviation has gone from retail darling to distressed asset trading near multi-year lows, and a short list of corporate…

Joel South | Jul 28, 2026 at 3:15 PM EDT

AI Revenue Just Hit $100 Billion From Zero Two Years Ago. Wall Street Warns of a Massive SaaS Trap.

AI models just crossed a staggering revenue milestone that took the industry two years to reach, but the analyst who…

Joel South | Jul 28, 2026 at 1:59 PM EDT

Wall Street’s Top AI Bull Dan Ives Says the Revolution Is Only in the Third Inning. Here’s What That Means for Your Portfolio.

Wedbush's most vocal AI bull thinks investors keep flinching at the wrong signals, and he has a map of five…

Alex Sirois | Jul 28, 2026 at 1:29 PM EDT

The $5 Trillion Question: Does Apple or Nvidia Maintain The Highest Market Cap?

Apple and Nvidia are separated by less than $200 billion in market cap, with blockbuster earnings reports from both companies…

David Moadel | Jul 28, 2026 at 12:15 PM EDT

Coherent Sinks 11%, Applied Optoelectronics Falls 10%, Lumentum Drops 9% as Traders Question AI Spending Spree

Optics stocks that soared triple digits this year are getting hammered Tuesday, and the reason traces back to a single…

Gerelyn Terzo | Jul 28, 2026 at 12:10 PM EDT

NVIDIA CEO Jensen Huang Says the ‘ChatGPT Moment’ Has Already Happened for the Next $50 Trillion Trend

Jensen Huang just told a room full of founders that robotics already had its defining breakthrough moment, and most investors…

David Moadel | Jul 28, 2026 at 11:28 AM EDT

AMD Sinks 8%, Marvell Sinks 7%, Intel Fall 6% as AI Chip Trade Narrows to NVIDIA

Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark…

Gerelyn Terzo | Jul 28, 2026 at 10:53 AM EDT

A New AI Shortage Is Coming. One CEO Just Predicted it Will Be “Bigger Than Memory.”

Lumentum's CEO just named the obscure semiconductor material he believes will strangle AI infrastructure growth, and the supply gap is…

Douglas A. McIntyre | Jul 28, 2026 at 10:16 AM EDT

iPhone 18 Is Apple’s Most Important Product Ever

Apple has spent a year on the AI sidelines while rivals raced ahead, and now it has one shot to…

Omor Ibne Ehsan | Jul 28, 2026 at 10:15 AM EDT

This Chip ETF Just Pulled Off a Historic 2026 While Nvidia Stumbled

A chip ETF just posted one of its best years on record, and the stock everyone expected to lead it…

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NVIDIA : NVDA

All NVIDIA Articles

Nebius Drops 10%, CoreWeave Sinks 9% as Rising Credit-Swap Costs Hit the AI Cloud Trade

The AI Trade Is Still On: Why Nvidia Remains at the Center of It

Zuckerberg’s Bitter Complaints As Meta Stock Buckles

Apple Becomes a $5 Trillion Company. Here’s What Comes Next

This ETF Just Undercut VTI on Fees. Should You Actually Switch?

The Strategic Buyers That Could Scoop Up Distressed eVTOL Darling Archer Aviation

AI Revenue Just Hit $100 Billion From Zero Two Years Ago. Wall Street Warns of a Massive SaaS Trap.

Wall Street’s Top AI Bull Dan Ives Says the Revolution Is Only in the Third Inning. Here’s What That Means for Your Portfolio.

The $5 Trillion Question: Does Apple or Nvidia Maintain The Highest Market Cap?

Coherent Sinks 11%, Applied Optoelectronics Falls 10%, Lumentum Drops 9% as Traders Question AI Spending Spree

NVIDIA CEO Jensen Huang Says the ‘ChatGPT Moment’ Has Already Happened for the Next $50 Trillion Trend

AMD Sinks 8%, Marvell Sinks 7%, Intel Fall 6% as AI Chip Trade Narrows to NVIDIA

A New AI Shortage Is Coming. One CEO Just Predicted it Will Be “Bigger Than Memory.”

iPhone 18 Is Apple’s Most Important Product Ever

This Chip ETF Just Pulled Off a Historic 2026 While Nvidia Stumbled

Nvidia, Micron or Broadcom: What Would Raymond Dalio Do?

VGT Puts 39 Cents of Every Dollar Into Just 3 Stocks. The Pairing That Fixes It Without Selling

IRMAA Surprise: How Your 401(k) Distribution Today Triggers Medicare Surcharges Two Years Later

IRMAA Surprise: How Your 401(k) Distribution Today Triggers Medicare Surcharges Two Years Later

He Needs $30,000 for a Roof and Furnace at 69. A New Maine Law Could Help Him Borrow Without Making More of His Social Security Taxable.

Nvidia, Micron or Broadcom: What Would Raymond Dalio Do?

VGT Puts 39 Cents of Every Dollar Into Just 3 Stocks. The Pairing That Fixes It Without Selling

NVIDIA : NVDA

All NVIDIA Articles

Nebius Drops 10%, CoreWeave Sinks 9% as Rising Credit-Swap Costs Hit the AI Cloud Trade

The AI Trade Is Still On: Why Nvidia Remains at the Center of It

Zuckerberg’s Bitter Complaints As Meta Stock Buckles

Apple Becomes a $5 Trillion Company. Here’s What Comes Next

This ETF Just Undercut VTI on Fees. Should You Actually Switch?

The Strategic Buyers That Could Scoop Up Distressed eVTOL Darling Archer Aviation

AI Revenue Just Hit $100 Billion From Zero Two Years Ago. Wall Street Warns of a Massive SaaS Trap.

Wall Street’s Top AI Bull Dan Ives Says the Revolution Is Only in the Third Inning. Here’s What That Means for Your Portfolio.

The $5 Trillion Question: Does Apple or Nvidia Maintain The Highest Market Cap?

Coherent Sinks 11%, Applied Optoelectronics Falls 10%, Lumentum Drops 9% as Traders Question AI Spending Spree

NVIDIA CEO Jensen Huang Says the ‘ChatGPT Moment’ Has Already Happened for the Next $50 Trillion Trend

AMD Sinks 8%, Marvell Sinks 7%, Intel Fall 6% as AI Chip Trade Narrows to NVIDIA

A New AI Shortage Is Coming. One CEO Just Predicted it Will Be “Bigger Than Memory.”

iPhone 18 Is Apple’s Most Important Product Ever

This Chip ETF Just Pulled Off a Historic 2026 While Nvidia Stumbled

Nvidia, Micron or Broadcom: What Would Raymond Dalio Do?

VGT Puts 39 Cents of Every Dollar Into Just 3 Stocks. The Pairing That Fixes It Without Selling

IRMAA Surprise: How Your 401(k) Distribution Today Triggers Medicare Surcharges Two Years Later

Featured Reads

IRMAA Surprise: How Your 401(k) Distribution Today Triggers Medicare Surcharges Two Years Later

He Needs $30,000 for a Roof and Furnace at 69. A New Maine Law Could Help Him Borrow Without Making More of His Social Security Taxable.