Oracle (NYSE:ORCL | ORCL Price Prediction) and Amazon (NASDAQ:AMZN) just reported earnings that raise the same question: Oracle’s infrastructure arm is growing far faster than AWS, yet AWS still brings in far…
AMD surged 221% in the past year while NVIDIA gained just 31%, yet one of these AI chip giants still dominates every metric that matters for a decade-long hold in a retirement…
AMD has surged past every analyst price target on the back of gigawatt-scale AI chip commitments, but the product that justifies this valuation has not yet shipped a single unit at scale.
August's trade gap blew past forecasts while the stock market shrugged and climbed higher, and the reason behind both moves points to a spending wave that could just as easily flip into…
NVIDIA, Apple, and Microsoft now dominate the S&P 500 at a concentration level that makes the 1980s tech giants look like small players, and what that means for anyone holding an index…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) or Broadcom (NASDAQ:AVGO): which AI chip stock fits a retirement-focused portfolio better? Both companies profit from the same data center buildout. They sell very different things…
Broadcom quietly powers the AI chips hyperscalers brand as their own, while AMD wages a public battle against Nvidia with full server racks and a valuation that leaves no room for error.…
SpaceX is racing to raise tens of billions in borrowed money to lock in an exclusive chip supply deal, and the timing raises questions about who really benefits when the money moves.
Michael Burry posted a two-sentence market call on X early Tuesday, and unlike most market warnings that lack a timeline, this one gives a duration. Burry’s full post reads: “The stock market…
Macro investor Jordi Visser shared his insights with Anthony Pompliano on The Pomp Podcast on October 3, 2026, stating that “FOMO is going to start to kick in very, very soon” for…
Millions of investors bought XLK expecting broad exposure to the companies reshaping the economy, but a closer look at its SEC filing reveals several of the most recognizable names in tech are…
BlackRock's semiconductor fund has been quietly outpacing the one most chip investors default to, but the longer you look back at the numbers, the more complicated the story gets.
SpaceX's AI division has worn three names since February, and Elon Musk just floated a fourth with a Sunday X post. Before investors treat the rebrand as a bullish signal, the financials…
Jensen Huang speaks in gigawatts and doubling demand while Satya Nadella speaks in seat counts and cost curves, but one of them is quietly funding his own customers to keep the story…
Circular financing fears just sent Broadcom shares sliding, but one investor sees the selloff as a gift. Here is why the very risk spooking the market is the same reason he keeps…
