10:09am ET
Investing
This Is Why I Can’t Stop Buying AMD
AMD keeps landing on the buy list every quarter, and the reasons have less to do with hype than with a specific set of contracts, cash flow numbers, and a rack-scale bet…
NVDA Coverage Page 74
10:08am ET
Investing
The 3 Ways Amazon’s Trainium Chips Erode Nvidia’s Dominance Into Early 2027
Amazon's Trainium chips just crossed a threshold that puts them in NVIDIA's direct sales lane for the first time, and three converging forces suggest the AI infrastructure pecking order looks different by…
9:21am ET
Investing
Intel Jumps 6% on RBC’s Q2 Beat Call, AMD Rises 4%, Broadcom Climbs 3% as Chip Rally Resumes
A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm kept a price target well below where the stock trades today. Here…
8:30am ET
Investing
Why I Wouldn’t Touch Intel (INTC) Stock Right Now
Intel's stock has surged nearly 323% over the past year on a turnaround narrative, but the GAAP numbers behind that story tell a completely different tale about where this trade is actually…
5:27pm ET
Investing
3 Reasons I’m Buying Amazon Over and Over Until Late 2026
Wall Street still prices Amazon like a retailer, but one shareholder keeps accumulating shares for a reason most investors have not yet connected to the ticker. The answer involves silicon, and it…
2:00pm ET
Investing
Raymond Dalio’s 3 Favorite Stocks: Buy, Sell or Hold?
Ray Dalio's Bridgewater holds major stakes in Amazon, NVIDIA, and Alphabet, but one of the three flashes a warning sign that could reshape the entire investment case before year-end.
1:30pm ET
Investing
Price Prediction: Will Nvidia Hit $300 This Year?
Nvidia just posted 85% revenue growth and raised its buyback to $80 billion, yet the stock sits 28% below its 52-week high and Wall Street is split on whether the AI trade…
12:19pm ET
Investing
I Keep Buying Amazon Before This Inflection Point Skyrockets Prices
Andy Jassy is pouring roughly $200 billion into data centers while free cash flow craters, and that tension between brutal near-term spending and a looming AI billing inflection is exactly why one…
12:00pm ET
Investing
Predicition: Palantir Defies Doubters. Here’s Our New Price Target
Palantir bears have called the stock overvalued at every step, yet the company keeps silencing them with results that strain credibility. After eight straight earnings beats and a dramatic guidance raise, our…
11:40am ET
Investing
Archer Aviation Flies 14% Higher as Anduril Team-Up Unveils Autonomous VTOL; Joby and EHang Get a Lift, Too
Archer Aviation just partnered with a secretive defense tech firm to unveil an autonomous attack aircraft, and the market reacted fast. But with the stock still deep in the red for the…
10:45am ET
Investing
Hut 8 Jumps 10% on $9.8B AI Data Center Lease; MARA, Riot Platforms Rally in Sympathy
A surprise lease announcement just sent one battered energy infrastructure stock soaring 10% while dragging its crypto mining peers along for the ride, even as Bitcoin itself slipped lower.
10:42am ET
Investing
Jensen Huang Thinks Semiconductors Will Be the Largest Industry in the World “By Far” — and This Might Be Key to Getting Nvidia Stock to $500
Jensen Huang is making a bold prediction about semiconductors that makes Michael Burry's AI bubble warnings look shortsighted, and the math behind his vision of trillions of AI agents could change how…
9:47am ET
Investing
IREN Soars 17%; Applied Digital, TeraWulf, Core Scientific Surge in a Data Center Rebound
Four battered AI infrastructure stocks are staging a violent Monday morning bounce after losing up to 43% in a single month, but the question dividing bulls and bears is whether the buying…
9:36am ET
Investing
TSMC, SK Hynix, NVIDIA: Only 1 Chip Stock is a Screaming Buy Amid the Semi Meltdown
Semiconductor stocks are getting crushed, but not every name in the space deserves the same fate. One chipmaker sits at such a critical chokepoint in the AI buildout that the entire sector…
9:30am ET
Investing
AMD Just Got a Potential AI Heavyweight Customer. Here’s The New Price Target
A surprise addition to AMD's AI customer roster has analysts scrambling to revise their price targets, and the chipmaker's upcoming July event could determine whether shares reclaim their recent highs or face…