IonQ just claimed a genuine quantum computing breakthrough, but its stock tells a bleaker story and its financials tell a bleaker one still. Before you chase the headline, there is a quieter…
AMD just crossed a threshold only one other chip company has ever reached, but the rally into that milestone raises a harder question about what the stock is actually worth from here.
Jensen Huang is pitching a number so compelling it has gone viral, but the half of the equation that changes everything keeps getting left out of the conversation.
Joel South Nvidia's decade-long transformation from gaming chip maker to AI infrastructure backbone rewrote the rules of semiconductor investing, but the real question is whether the next $1,000 faces the same odds as the…
When Trump meets Xi this week, a tariff truce set to expire in November turns a state visit into a live portfolio event, and two giant S&P 500 stocks sitting on opposite…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) has been one of the year’s most striking stock stories, with a run that has left the semiconductor sector and the broader large-cap technology…
One neocloud keeps earning repeat buys despite a GAAP operating loss, sky-high convertible debt, and three customers dominating its revenue. The reason sits inside a single contract detail that most investors scroll…
Alex Sirois A senior NVIDIA director just moved roughly $300 million worth of stock in a matter of days, with no prearranged plan on file. Whether that signals trouble at a $5.53 trillion company…
Omor Ibne Ehsan Broadcom's latest earnings dropped a set of forward projections so aggressive that ignoring them starts to feel like a mistake. Here is why one investor keeps adding shares on every single paycheck.
Keep an eye on Micron Technology (NASDAQ:MU | MU Price Prediction) into the September 30 earnings report. The stock is up 276.99% year to date at $1,075.31, sits on a roughly $1.21…
One Magnificent Seven stock is quietly building a case that its biggest gains still lie ahead, and the math behind a potential doubling of your investment by 2027 is harder to dismiss…
CoreWeave has shed nearly half its value from its 52-week high, but a triple-digit backlog and a fresh wave of AI commitments point to a setup that bears may be dangerously underestimating.
Vandita Jadeja Intel has staged one of the most dramatic stock reversals in recent memory, but our proprietary model says the rally has outrun reality. Here is what needs to happen for the thesis…
Intel has surged past its average analyst price target after one of its biggest monthly runs in years, and now bulls and bears are locked in a standoff over whether the turnaround…
Alex Sirois Shares of IonQ (NYSE:IONQ | IONQ Price Prediction) are rallying in Wednesday morning trading on two company announcements landing back to back: an error-decoder breakthrough disclosed after Tuesday’s close, and a premarket…
