Google sells its own TPUs and Amazon pushes Trainium, yet both keep writing NVIDIA enormous checks. One supply bottleneck and one software moat explain why the custom-chip threat may be harder to…
Record revenue, six straight earnings beats, and a forward multiple near 12 should have protected NVIDIA. Then Washington started asking questions about its CEO, and the market began pricing something no earnings…
Alex Sirois Nvidia closed Tuesday at $168.89, nearly 30% below its October 6 record, with about $430 billion of the $1.7 trillion lost coming in the two sessions since Jensen Huang's letter: six times…
Jeremy Phillips Two funds from the same issuer share the same mega-cap giants at the top, yet their five-year results split sharply. The gap hides in fees, sector weights, and a screening process that…
Nvidia sank while Broadcom climbed on the same morning, and Jim Cramer says he still won't touch either bet on AI data centers. The numbers behind his hesitation may surprise bulls who…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) fell another 6.41% in Tuesday’s session to $167.22. That adds to a 17.24% slide over the past week and a 27.07% drop over the past month.…
Joel South The scandal surrounding Jensen Huang’s relationship with his lover, Alice Huang, has deepened. Several news outlets question whether the affair touched in any way on ties between Nvidia (NASDAQ: NVDA | NVDA…
Douglas A. McIntyre AI server makers are falling again as turmoil at their most important chip supplier spills across the hardware group. Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is at $27.39, down…
The allegations surrounding NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) moved from a personal scandal to an export-control problem on Tuesday. The Information reported that CEO Jensen Huang’s relationship with Alice Huang (no…
AMD crushed its fourth straight earnings beat and the stock jumped again, yet a 182 trailing P/E, collapsing free cash flow, and swelling inventory complicate the celebration. Our model weighs the bull…
Two AI giants just posted blockbuster quarters, yet only one is watching its stock slide while its CEO faces a board investigation. What separates their paths, and could the rankings flip after…
While Nvidia's board launched an investigation into its CEO and the stock sank to a seven-month low, Cathie Wood quietly kept buying. Her funds sold other AI names to pay for it,…
Nvidia keeps smashing records, yet the stock quietly profiting from every one of those chips just dropped 14% in a month. Why one supplier's pullback could hide a bigger opening than the…
Intel's stock has lost nearly half its value in a month, yet server demand is outrunning supply and the CFO is warning about a 2027 "knothole." Which side of that tension does…
Stocks surged while short-term bonds quietly flashed the opposite signal. One Fed official's warning about AI spending suggests the market may be reading the same data in two very different ways, and…
