IREN stock is shedding 6% ahead of back-to-back reports from NVIDIA tonight and IREN itself Thursday, putting traders who bought yesterday's rally in an uncomfortable spot before two of the most consequential prints in…
Jim Cramer is raising an uncomfortable question about Nvidia before its earnings report: when a company writes a massive check to a partner that then builds a direct competitor, is that strategic genius or…
Gorilla Technology stock collapsed 11% on its earnings filing Tuesday, then did something traders did not expect on Wednesday. The question now is whether the buyers piling back in actually read the same filing…
Jim Cramer went on air to complain about Jensen Huang, but his complaint was not that anything went wrong. It was that nothing did, and that distinction points to a tension inside Nvidia that…
Both Home Depot and Lowe's are fighting the same frozen housing market, but their Q2 earnings reveal a widening gap between two very different strategies. One company is gaining ground while the other is…
Jim Cramer called Netflix a falling knife worth catching, but the chart tells a different story about when that window actually opened and whether retail viewers are hearing advice that already expired.
Nuclear stocks are reversing hard today even as NuScale announced a real operational win, and the gap between improving fundamentals and falling share prices points to something more unsettling happening beneath the surface.
A top Bank of America analyst says Nvidia's earnings tonight will reveal something far more important than whether the company beat estimates, and it has everything to do with what the balance sheet is…
AMD has surged nearly 200% in a year, and the Helios GPU ramp is just getting started, but a stretched valuation and export policy risks mean the next move could break either way in…
A senior bank executive running real AI deployments just told CNBC that three years of pilots still haven't become scaled infrastructure, and she named 2027 as the year that needs to change. Her warning…
Microsoft just posted the biggest fiscal year in its history, yet the stock has gone nowhere for a year. A specific date and price target explain why that disconnect may be about to close…
Lucid unveiled what it calls America's most powerful three-row crossover on the same day its stock extended a brutal year-to-date slide, and investors appear to be reading the fine print of today's announcements very…
A fresh FCC ruling on foreign inverters sent one solar stock surging while its closest peers slid, and the divergence reveals exactly which companies stand to win or lose as Washington rewrites the rules…
China just unveiled domestic immersion DUV lithography systems, and semiconductor equipment stocks sold off hard, but the companies actually in the crosshairs may not be the ones investors are panicking about.
Lumentum is surging for a second straight session with no fresh catalyst behind the move, while its closest peers drift sideways or lower. That divergence between one red-hot stock and a quiet sector tells…
