12:33pm ET
Investing
The Number One Reason I’m Buying Microsoft Again
Azure just did something it has never done before, and the metric buried in Microsoft's latest earnings report tells me this AI spending wave is nowhere near finished.
NVDA Coverage Page 87
12:33pm ET
Investing
Amazon Could Soon Surpass Nvidia and Become The World’s Most Profitable Company. 2030 Profits Could Exceed $500 Billion.
UBS just published a profit projection for Amazon that would reshape the entire corporate landscape by 2030, and the number hinges almost entirely on a single segment now growing at its fastest…
11:23am ET
Investing
AI Spending is Only 15% Through, Says Dan Ives. If He’s Right, These Stocks Win Big
Dan Ives thinks the AI spending wave has barely started, and the hyperscalers are finally proving the skeptics wrong. The question now is which stocks stand to benefit most before the rest…
11:13am ET
Investing
Is Circular Deal-Making a Deal-Breaker for NVIDIA Stock?
NVIDIA's rapid-fire investments in frontier AI labs look suspiciously similar to the circular deals that preceded the dot-com collapse, and investors are already tuning them out. The real question is whether that…
Joey Frenette 11:01am ET
Investing
Jim Cramer Says Nvidia Chips Are Scarce and Holding Value. Here Is What Investors Need to Know Today.
Jim Cramer flagged two supply-side signals he believes explain Nvidia's latest surge, and the company's own balance sheet may quietly confirm he is onto something bigger than a short-term trade.
Gerelyn Terzo 10:38am ET
Investing
Meet the Most Profitable Company in America Right Now (It’s Not Apple or Microsoft)
The five most valuable companies in America just reported earnings, and the profit rankings will surprise you. One name sits at the top for reasons that have almost nothing to do with…
10:04am ET
Investing
The 1 Number Behind Nvidia’s Chip Scarcity That Most Investors Are Missing
NVIDIA's CFO quietly dropped a single number on the latest earnings call that reframes the entire chip scarcity debate, and most retail investors scrolled right past it.
Gerelyn Terzo 9:30am ET
Investing
1 Reason Wall Street Is Obsessed With This Tech Stock
Marvell Technology just dropped nearly 21% in a month, and one analyst with skin in the game is treating that selloff as a buying opportunity. The reason comes down to a single…
9:00am ET
Investing
This 1 Number Will Be NVIDIA’s Catalyst Before It Reports Earnings in August
A quiet software release tied to SIGGRAPH 2026 may matter far more to NVIDIA's next decade than its blockbuster hardware lineup, and a single number buried in the announcement explains why investors…
Joel South 2:00pm ET
Investing
AMD Price Prediction: Analysts Eye AI-Driven Upside Ahead of Earnings
AMD heads into its August 4 earnings report riding a massive AI-fueled surge, but a demanding valuation and fresh insider selling raise the question of whether the rally has legs or a…
1:10pm ET
Investing
The ‘Nvidia Tax’: Alphabet Mitigates It Better Than Amazon or Any Other Mag 7 Stock
Every hyperscaler pays NVIDIA a massive toll to compete at the AI frontier, but one Mag 7 giant has quietly built an escape route that the others lack. The answer comes down…
12:50pm ET
Investing
Coherent (COHR) Price Prediction: How Much a $1,000 Investment Could Be Worth by 2027
Coherent has surged on AI data center momentum and a blockbuster NVIDIA partnership, but a 28% single-month drop reveals just how violently this high-beta stock can swing. Here is what three distinct…
11:59am ET
Investing
AMD Fell: Here Are 3 Reasons I’m Buying Without Fear
Every time AMD drops, the market hands out a discount on what may be the most strategically vital company in the AI infrastructure race, and three specific forces keep pulling this investor…
10:00am ET
Investing
The Market Is Missing a Huge Opportunity in NVIDIA, Micron, and Broadcom
NVIDIA, Micron, and Broadcom have powered some of the most explosive earnings in market history, yet each stock trades at a fraction of what its forward numbers could justify. Here is where…
12:00pm ET
Investing
Nvidia vs. Alphabet: What Revenue Trends Reveal About the AI Leaders
NVIDIA and Alphabet both rode the AI wave to blockbuster quarters, but their financials tell two stories so different they raise a harder question: which business model actually wins when the buildout…