NVIDIA : NVDA

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3991 Articles

Joey Frenette | Aug 6, 2026 at 12:30 PM EDT

Here’s a Solid Backdoor Trade on the Memory Boom

Memory chip stocks like Micron and SK Hynix have been wild rides, and some famous bears are already circling. But…

Alex Sirois | Aug 6, 2026 at 12:23 PM EDT

Coreweave at $92: The Compelling Bull Case On Offer Right Now

CoreWeave has shed nearly a third of its value since going public, yet its bookings just hit an all-time high.…

Joey Frenette | Aug 6, 2026 at 11:33 AM EDT

Nvidia’s Custom CPU Expansion Is the Next $200B Catalyst.

SpaceX just went exclusive with Nvidia GPUs, and Jensen Huang may be ready to use that momentum to conquer a…

Joey Frenette | Aug 6, 2026 at 11:18 AM EDT

TSMC’s $64 Billion Investment Signals Mega-Growth: Why Pivoting Away From The Titan Makes Little Sense

TSMC just raised its capital expenditure to eye-popping levels, yet insiders warn it still cannot produce chips fast enough to…

Douglas A. McIntyre | Aug 6, 2026 at 11:16 AM EDT

Is Michael Burry Wrong About Everything?

Michael Burry called the 2008 housing collapse and became a legend, but his string of bearish bets against AI and…

Vandita Jadeja | Aug 6, 2026 at 10:30 AM EDT

Tesla, Nvidia or Meta: What Would Kenneth Griffin Do?

Kenneth Griffin built a $60 billion empire by finding the cleanest risk-reward setups in mega-cap tech, and his playbook treats…

Alex Sirois | Aug 6, 2026 at 9:50 AM EDT

Marvell Technology Is Down 10% This Month but Rising Quickly: A Wall Street Pro Sees Near 100% Returns Ahead

Marvell has handed investors a brutal month even as its AI silicon rivals rallied, yet one prominent Wall Street analyst…

Alex Sirois | Aug 6, 2026 at 9:27 AM EDT

Nvidia at $212: The No-Brainer Reason to Take Advantage of Nvidia Right Now

Nvidia's earnings are compounding at triple-digit rates while its forward multiple sits in the low 20s, a mismatch that rarely…

Alex Sirois | Aug 6, 2026 at 8:51 AM EDT

High Beta Runners Up: Why AMD and Marvell Technology Now Command Attention

AMD and Marvell have both crushed earnings while lapping NVIDIA and Broadcom on year-to-date returns, but their strategies for capturing…

Alex Sirois | Aug 6, 2026 at 8:00 AM EDT

The Hyperscaler Guarantee Keeps Me Buying Nvidia Before Aug. 26 Earnings

Every quarter, Amazon, Microsoft, and Alphabet publicly announce they cannot buy fast enough from one company, and that paper trail…

Lee Jackson | Aug 6, 2026 at 7:59 AM EDT

Here Are Thursday’s Top Wall Street Analyst Research Calls: AppLovin, Charles River, Global Payments, HubSpot, Insulet Corporation, Roper Technologies, Sabra Health Care, Western Digital, Zillow Group, and More

Wall Street analysts made some dramatic moves on Thursday, slashing price targets by double digits on several high-profile names while…

Alex Sirois | Aug 6, 2026 at 7:47 AM EDT

Load Up On AMD Because Its High Beta Will Reward You Now

AMD's brutal 2.49 beta has punished shareholders for years, but at this stage of the AI capex cycle, that same…

Alex Sirois | Aug 6, 2026 at 12:23 AM EDT

Marvell Is Positioned to Absorb a Disproportionate Amount of This AI Capex Surge, So I Keep Buying

Hyperscalers are quietly ripping out the networking fabric of every major data center, and one overlooked chipmaker keeps landing the…

Alex Sirois | Aug 6, 2026 at 12:19 AM EDT

One Massive AI Hardware Truth Keeps Me Loading Up On AMAT Ahead of Aug. 13 Earnings Print

Everyone racing to own AI chip stocks may be buying into the wrong part of the supply chain. The real…

Alex Sirois | Aug 6, 2026 at 12:08 AM EDT

Who Will Benefit Most From Amazon and Microsoft’s Hyperscaler Leading AI Capex This Quarter?

Amazon and Microsoft are burning through roughly $100 billion a quarter on AI infrastructure, and two companies sit directly in…

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NVIDIA : NVDA

All NVIDIA Articles

Here’s a Solid Backdoor Trade on the Memory Boom

Coreweave at $92: The Compelling Bull Case On Offer Right Now

Nvidia’s Custom CPU Expansion Is the Next $200B Catalyst.

TSMC’s $64 Billion Investment Signals Mega-Growth: Why Pivoting Away From The Titan Makes Little Sense

Is Michael Burry Wrong About Everything?

Tesla, Nvidia or Meta: What Would Kenneth Griffin Do?

Marvell Technology Is Down 10% This Month but Rising Quickly: A Wall Street Pro Sees Near 100% Returns Ahead

Nvidia at $212: The No-Brainer Reason to Take Advantage of Nvidia Right Now

High Beta Runners Up: Why AMD and Marvell Technology Now Command Attention

The Hyperscaler Guarantee Keeps Me Buying Nvidia Before Aug. 26 Earnings

Here Are Thursday’s Top Wall Street Analyst Research Calls: AppLovin, Charles River, Global Payments, HubSpot, Insulet Corporation, Roper Technologies, Sabra Health Care, Western Digital, Zillow Group, and More

Load Up On AMD Because Its High Beta Will Reward You Now

Marvell Is Positioned to Absorb a Disproportionate Amount of This AI Capex Surge, So I Keep Buying

One Massive AI Hardware Truth Keeps Me Loading Up On AMAT Ahead of Aug. 13 Earnings Print

Who Will Benefit Most From Amazon and Microsoft’s Hyperscaler Leading AI Capex This Quarter?

An $18,000 Deposit Added 12 Air Force Years to His Civilian Pension. Social Security Had Already Counted Them.

Top Market Strategist Warns Anthropic’s 40-50x Revenue Multiple for IPO Could Be “Dangerous”

How a 67-Year-Old With $500,000 in JEPQ Hands the IRS $12,800 a Year for That Monthly Check

An $18,000 Deposit Added 12 Air Force Years to His Civilian Pension. Social Security Had Already Counted Them.

The Average Social Security Check at 62 Is $1,424 a Month. Here's What Living On It Actually Looks Like

An $18,000 Deposit Added 12 Air Force Years to His Civilian Pension. Social Security Had Already Counted Them.

Top Market Strategist Warns Anthropic’s 40-50x Revenue Multiple for IPO Could Be “Dangerous”

NVIDIA : NVDA

All NVIDIA Articles

Here’s a Solid Backdoor Trade on the Memory Boom

Coreweave at $92: The Compelling Bull Case On Offer Right Now

Nvidia’s Custom CPU Expansion Is the Next $200B Catalyst.

TSMC’s $64 Billion Investment Signals Mega-Growth: Why Pivoting Away From The Titan Makes Little Sense

Is Michael Burry Wrong About Everything?

Tesla, Nvidia or Meta: What Would Kenneth Griffin Do?

Marvell Technology Is Down 10% This Month but Rising Quickly: A Wall Street Pro Sees Near 100% Returns Ahead

Nvidia at $212: The No-Brainer Reason to Take Advantage of Nvidia Right Now

High Beta Runners Up: Why AMD and Marvell Technology Now Command Attention

The Hyperscaler Guarantee Keeps Me Buying Nvidia Before Aug. 26 Earnings

Here Are Thursday’s Top Wall Street Analyst Research Calls: AppLovin, Charles River, Global Payments, HubSpot, Insulet Corporation, Roper Technologies, Sabra Health Care, Western Digital, Zillow Group, and More

Load Up On AMD Because Its High Beta Will Reward You Now

Marvell Is Positioned to Absorb a Disproportionate Amount of This AI Capex Surge, So I Keep Buying

One Massive AI Hardware Truth Keeps Me Loading Up On AMAT Ahead of Aug. 13 Earnings Print

Who Will Benefit Most From Amazon and Microsoft’s Hyperscaler Leading AI Capex This Quarter?

An $18,000 Deposit Added 12 Air Force Years to His Civilian Pension. Social Security Had Already Counted Them.

Top Market Strategist Warns Anthropic’s 40-50x Revenue Multiple for IPO Could Be “Dangerous”

How a 67-Year-Old With $500,000 in JEPQ Hands the IRS $12,800 a Year for That Monthly Check

Featured Reads

An $18,000 Deposit Added 12 Air Force Years to His Civilian Pension. Social Security Had Already Counted Them.

The Average Social Security Check at 62 Is $1,424 a Month. Here's What Living On It Actually Looks Like