Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company’s income statement. NVIDIA (NASDAQ:NVDA | NVDA…
Hours before lifting a glass with President Trump at a state banquet in Beijing’s Great Hall of the People on Thursday, Chinese leader Xi Jinping delivered a pointed warning about Taiwan. If…
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are trading at $115 in midday action Thursday, down 4% on the session. Even with today’s pullback, INTC stock has gained 82% over the…
David Moadel Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is in the middle of a textbook AI-driven breakout, with the stock up more than 105% year to date and over 37% just in the…
In a move that crystallized just hours before President Donald Trump touched down in Beijing for his May 14-15 summit with Xi Jinping, the United States quietly approved roughly 10 Chinese firms…
Joel South For the past two years, the artificial intelligence boom has been shaped as much by politics as technology. Washington tightened export controls, while Beijing pushed for self-reliance. And investors in Nvidia (NASDAQ:NVDA…
Rich Duprey I keep hitting the buy button on Dell Technologies (NYSE:DELL | DELL Price Prediction) for reasons that have almost nothing to do with the laptop on my desk. If every Inspiron, XPS,…
Wells Fargo just delivered one of the most dramatic large-cap semiconductor revisions of the year, raising its price target on Broadcom (NASDAQ:AVGO | AVGO Price Prediction) to $545 from $430 while maintaining…
David Moadel Lisa Su’s pitch on the Q1 call had a specific shape. She’s arguing that the ratio of CPUs to GPUs inside an AI data center is about to collapse. “…in the past,…
AI investors who are sitting on colossal gains are facing a difficult dilemma nowadays, with semi stocks heading into overdrive while other tech titans look to experience massive breakouts of their own.…
Joey Frenette President Trump’s delegation to Beijing this week included 17 American chief executives. Fifteen flew commercial or on corporate jets. Two boarded Air Force One: Tesla (NASDAQ:TSLA | TSLA Price Prediction) CEO Elon…
Live Updates China Deal 1:06pm ETA major deal is taking shape out of Beijing. China has agreed to purchase 200 Boeing aircraft, marking the country’s first order of American-made commercial jets in…
Although Wall Street has spent the past three years arguing about whether AI capex is a bubble, one figure from Nvidia CEO Jensen Huang makes it all pretty clear. A single 500-megawatt…
President Trump’s posture toward China has whipsawed markets for over a year, with prediction markets confirming tariffs escalated from 10% to 40% to 100% between February and June of last year. Any…
I’ve been studying portfolio concentration for years, and one stat from Schwab’s On Investing podcast keeps echoing in my head. In 2022, the Magnificent Seven fell roughly 40% while the S&P 500…
