AI infrastructure spending is accelerating toward numbers that would have seemed absurd two years ago, and three mega-caps sit directly in its path. The question is which one gives a patient investor…
Nvidia reportedly wants to buy the open-source platform where nearly every AI model in the world lives, but the price tag raises a question that goes beyond the billions: what happens to…
AJ Tiarsmith Nvidia just reported the kind of revenue numbers that make competitors nervous, but the real story unfolding in the SEC filings happened weeks before the earnings call and involved hundreds of millions…
Jake FitzGerald Both NVIDIA and Broadcom just posted record quarters riding the same AI infrastructure wave, but for retirement investors, one of these chip giants fits the portfolio and one quietly works against it.
Elon Musk just promised Nvidia data centers in orbit by 2027, but SpaceX's own SEC filing told a very different story to regulators just three months ago, and the gap between those…
Nvidia walks into tonight's report carrying a $91 billion revenue target, a near-certain Blackwell ramp, and a stock that has beaten earnings four straight times yet still fallen in the days that…
Thomas Richmond OpenAI's new chip posted a stunning benchmark win against Nvidia hardware drawing nearly twice the power, yet the same announcement contained a sentence that no Nvidia replacement story can explain.
Omor Ibne Ehsan IREN stock is shedding 6% ahead of back-to-back reports from NVIDIA tonight and IREN itself Thursday, putting traders who bought yesterday's rally in an uncomfortable spot before two of the most consequential…
Jim Cramer is raising an uncomfortable question about Nvidia before its earnings report: when a company writes a massive check to a partner that then builds a direct competitor, is that strategic…
Thomas Richmond Jim Cramer went on air to complain about Jensen Huang, but his complaint was not that anything went wrong. It was that nothing did, and that distinction points to a tension inside…
Omor Ibne Ehsan A top Bank of America analyst says Nvidia's earnings tonight will reveal something far more important than whether the company beat estimates, and it has everything to do with what the balance…
Thomas Richmond AMD has surged nearly 200% in a year, and the Helios GPU ramp is just getting started, but a stretched valuation and export policy risks mean the next move could break either…
A senior bank executive running real AI deployments just told CNBC that three years of pilots still haven't become scaled infrastructure, and she named 2027 as the year that needs to change.…
Omor Ibne Ehsan SpotGamma's Brent Kochuba says one specific number explains why tonight's Nvidia earnings report will move far more than just one stock, and the S&P 500 options market is already showing the strain.
Thomas Richmond Taiwan Semiconductor powers every major AI chip on the planet, yet its stock trades at a fraction of the valuations enjoyed by its own customers. Whether that discount closes or widens in…
