Jim Cramer is furious that investors keep dumping one of the most proprietary chip companies ever built while rewarding a commodity memory stock with a higher forward multiple. The numbers behind his…
The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly…
NVIDIA just handed investors a revenue guidance figure so large it strains credibility, and the most striking part is what the company deliberately left out of that number.
Six tech giants have flooded the corporate bond market with a level of borrowing that dwarfs anything seen in recent memory, and the bet only pays off if AI delivers returns at…
SK Hynix just shattered a decades-old US listing record, and Bloomberg's desk thinks it signals something much bigger than one blockbuster IPO for the companies already supplying the AI buildout.
Intel is staking its survival on a capital program approaching $200 billion, and the operating results are starting to answer a question that once seemed unanswerable: can the company actually pull this…
Jim Cramer is calling on Wall Street analysts to act before Monday's open, and the pressure he is putting on the SK Hynix syndicate reveals exactly how fragile the biggest Nasdaq IPO…
Wall Street is tuning out wars and ignoring geopolitical headlines, and one chief investment strategist thinks he knows exactly why. The answer involves a spending figure that should stop any investor cold.
SK Hynix just pulled off one of the largest share sales in history, and one memory market expert says U.S. investors have been missing the single most critical bottleneck in the entire…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction | NVDA Price Prediction) is the operating system of the AI buildout. On the Q1 FY27 call, Jensen Huang described “the buildout of AI factories, the…
Vandita Jadeja Editor’s note: Luminar Technologies filed for Chapter 11 bankruptcy and was delisted from Nasdaq. Its lidar business assets, including the Iris and Halo product lines, were subsequently acquired by MicroVision (NASDAQ:MVIS) in…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) shares are trading at $28.82 in Thursday’s midday session, extending a brutal stretch that has wiped out roughly a third of the stock’s value…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), Palantir (NASDAQ:PLTR), and Advanced Micro Devices (NASDAQ:AMD) are the three names that defined this AI cycle. AMD is up 141.6% YTD. NVIDIA is up 9.58%. Palantir…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has maintained its status as the world’s most valuable company for most of the past two years. Now trading at a valuation of a little more…
Chris MacDonald The Number SemiAnalysis, the semiconductor research firm that AI hardware investors track obsessively, pegs NVIDIA’s (NASDAQ:NVDA | NVDA Price Prediction) Data Center compute revenue at roughly $203 billion for the back half…
Vandita Jadeja 
