One AI Stock I’d Watch Before Nvidia’s Earnings
Micron has surged nearly 675% in a year as Nvidia's top memory supplier, but with Nvidia's earnings report arriving this week, a single guidance line could either push MU toward four digits or trigger…
Investing
All Investing Articles
Newest first · Page 411
CoreWeave’s AI Data Center Capacity Is Exploding — Its $35 Billion Debt Load Still Makes the Stock Untouchable
CoreWeave is racing to build the AI infrastructure backbone that hyperscalers desperately need, and its revenue backlog dwarfs what most companies ever dream of. But a closer look at what is financing that expansion…
Dick’s Sporting Goods Tumbles 25% as Foot Locker Drags Down Guidance; Lululemon Drops 4%, Nike Declines 3%
A single earnings report from one athletic retailer sent shockwaves through the entire sporting goods complex today, and the reason behind the profit collapse points to a promotional storm that management warns is far…
OpenAI’s Sam Altman Admits the AI Boom Is Running Late: “We’ve Not Had the iPhone Moment”
Sam Altman says AI adoption is stuck in a palm pilot era while Jensen Huang calls demand parabolic, and both executives might be telling the truth at the same time. Understanding why that tension…
Prediction: Nvidia Stock Is Entering Its Most Important Quarter Yet
Nvidia reports earnings on August 26 with Jensen Huang promising $91 billion in revenue, yet the stock keeps stalling and insiders are selling. Something has to give, and the answer determines whether NVDA breaks…
Canadian Solar Reports on August 27. Here’s Why the Stock Could Climb to $19 Per Share
Canadian Solar has shed nearly 40% this year and sits far below its 52-week high, but a surprise analyst upgrade and a pair of upcoming U.S. factory launches are reshaping the bull case heading…
“I Don’t Buy IPOs”: Veteran Investor Names 3 Profitable Space Stocks to Own Instead of SpaceX
A veteran investor openly admits he wants SpaceX shares but refuses to touch them, and his reasoning points to a risk most retail investors are completely overlooking before the stock even opens for trading.
Biden Added $8 Trillion To The National Debt Making Him The 3rd Biggest Spending President. You Can Probably Guess Who Is #1
With federal debt crossing $40 trillion, analysts are ranking presidents by how much they borrowed, and the results challenge some popular assumptions about which party spends more freely.
I Keep Buying Salesforce Because It Is Doing What I Expected
Salesforce stock is still down badly for the year, yet something in the recent numbers keeps pulling me back to the buy button. Here is what the financials revealed that made me stop questioning…
Broadcom Vs. Micron: Why They’re So Strong as Capital Shifts to Inference and Agentic AI
Broadcom and Micron both posted blowout quarters riding the same AI wave, yet they operate from almost opposite ends of the semiconductor business. Understanding which model holds up as inference spending accelerates could change…
Cerebras Vs. Nvidia: A Battle Not As Lopsided as You Might Expect
NVIDIA prints $81 billion quarters while Cerebras barely cleared its IPO, yet one metric puts the underdog in a position the AI giant cannot easily dismiss. The strategic clash between wafer-scale inference and full-stack…
America’s Strategic Petroleum Reserve Is Running on Fumes. What Happens When the Next Supply Shock Hits?
The U.S. just used its emergency oil buffer to blunt a major supply shock, and it worked. But the strategy left America's strategic reserve at its lowest point in over four decades, and the…
Why Jim Cramer Thinks the Data Center Backlash Could Be a Victory for Big Tech
Jim Cramer just argued that growing political fury over data center construction could hand the biggest cloud giants an unexpected competitive advantage, but he paired that call with a stark warning about the AI…
Pepsi vs. Coke: One Stock Is Starting to Pull Ahead
Coke and Pepsi both reported Q2 earnings this week, but their results told completely different stories about brand power, margin strength, and where consumer spending is actually heading.
“Give Me Anything But Tech”: Jim Cramer’s Bold Call on the Market’s Next Big Rotation
Jim Cramer declared the data center trade dead on live television and named the stocks he wants instead, but the rotation he described carries a flaw that Wall Street is quietly ignoring.