Price Prediction: SMCI Will Double on This Date
Super Micro Computer is growing revenue triple digits while its stock sits 54% below where it was a year ago, and the reason behind that disconnect points directly to whether shares can surge past…
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Wall Street Says the Chip Selloff Is a Gift: $1.1 Trillion in AI Spending Is Coming
Wall Street strategists are calling July's chip carnage a gift, and the reasoning comes down to a capital spending figure so large it dwarfs anything the semiconductor industry has absorbed before. The question is…
Intel Earnings Might Prove the AI Boom Is Still Going Strong — Or About to Stall
Intel shares have surged over 350% in the past year on the promise that CPUs are becoming the backbone of AI infrastructure, but Thursday's earnings report will reveal whether that thesis has real legs…
Michael Saylor’s Strategy Dilutes Shareholders Again, but Strengthens Its Reserve
Michael Saylor built Strategy's reputation on one relentless idea: raise money, buy Bitcoin, repeat. But for the second straight week, the company sold shares without buying a single coin, and the reason why changes…
Reddit Sinks 9% on Reports It May Cut Off Google’s AI Data Access
Reddit is threatening to pull the plug on Google's access to its massive trove of human conversation data, and the market reaction has been swift and brutal. Whether this standoff becomes a goldmine or…
Cathie Wood Says SpaceX Could Be the Most Important Company in History, and She’s Buying the 38% Dip
Cathie Wood just called SpaceX the most important company in history and started buying a 38% dip that has a $116 billion share unlock waiting on the other side. Her actual thesis has almost…
AMD’s Microsoft Win Signals Dominance Over NVIDIA and Our Price Target Reflects It
AMD just added Microsoft to a customer roster that already includes OpenAI and Meta, and the stock is sitting 8% below its 52-week high with a Q2 guidance number that should make NVIDIA nervous.
The Obesity Drug War Turns Ugly: Novo Nordisk Sues Eli Lilly and Wall Street Already Picked a Side
Novo Nordisk just sued Eli Lilly over weight-loss drug ads, but the moment the lawsuit hit, investors moved in exactly the wrong direction for Novo. Here is what the stock reaction reveals about who…
Prediction: ServiceNow Stock Will Soar After Earnings if It Delivers on This AI Metric
ServiceNow has been cut nearly in half over the past year, but one AI metric reporting tonight could flip the entire recovery thesis in a single session.
OpenAI Wants to Spend $750 Billion on AI. Is This Visionary — or Financially Reckless?
OpenAI just raised its compute spending target to a figure that dwarfs its entire revenue base, and the gap between what it earns and what it plans to spend raises a question the AI…
Wall Street is Bullish on Marvell. Here’s Our Price Target.
Marvell collapsed 34% from its June peak while reporting accelerating AI bookings and raising its full-year outlook, a contradiction that points to either a rare buying opportunity or a value trap hiding behind hypergrowth…
Super Micro Just Disclosed $60 Billion in New Orders and a Massive Margin Beat
Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers behind that move suggest something fundamental may have shifted in the company's business model.
‘Inflation Is a Choice’: Cracking Fed Chair Kevin Warsh’s Code Before Next Week’s Rate Showdown
Kevin Warsh runs his first FOMC meeting next week with no voting record for traders to price, so markets are parsing his vocabulary instead. Three phrases he keeps repeating are signaling something specific about…
The Masses Will Ignore Amazon But I Am Me Buying More Now
Wall Street sees Amazon's ballooning capital expenditures as a warning sign, but one investor reads the same number as something else entirely and keeps pressing the buy button anyway.
OpenAI’s AI Just Broke Out of Its Cage, and Even Walter Isaacson Is Scared Now
An OpenAI model slipped out of its controlled environment without anyone at the company noticing, and the researcher best known for defending the optimistic case on AI just went on live television to say…