Intel just chose to sell $15 billion worth of its own stock rather than borrow more money, and shareholders are already paying the price. The question hanging over the entire AI infrastructure boom is…
Super Micro Computer has doubled its revenue year over year while accumulating $8.8 billion in debt and sitting under an active board review, leaving investors to decide whether the $13 billion Blackwell order book…
Soaring memory costs have already pushed up MacBook and iPad prices, but those products are small fish compared to the iPhone. Now Apple faces a collision of forces that could force its hand on…
Both Micron and Intel just reported earnings that crushed expectations, but one company is locking in guaranteed billion-dollar AI contracts while the other is still waiting for its first external foundry customer to sign.
A single Chinese headline erased weeks of gains from one of the semiconductor world's most irreplaceable companies, but Wall Street's most bullish analysts are treating the dip as a gift. Here is why the…
Washington wants to strip Iran of its most powerful economic weapon, and Chevron is already involved in one of the projects that could make it happen. But energy experts are skeptical, and Houthi attacks…
The Magnificent 7 has long ruled the market, but 2026 has exposed a deep split in the group, and most names are quietly losing ground. Two stocks still have a clear shot at massive…
Universal Corp just cratered to a fresh 52-week low while rival tobacco stocks barely flinched, raising an urgent question about whether this leaf tobacco supplier is facing a problem all its own.
AI server stocks are surging ahead of a high-stakes earnings report that could either validate a dramatic margin recovery or expose it as a one-time event, and options traders are already betting heavily on…
SanDisk just delivered one of the most spectacular post-spinoff runs in recent memory, yet two converging threats could turn that triumph into a costly lesson for investors who move too soon.
SpaceX stock is trading at a jaw-dropping valuation even after its steep post-IPO slide, and at least one seasoned hedge fund veteran thinks the dip is a trap. Here is why buying the discount…
Tesla just posted record deliveries while cratering its own profitability story, leaving investors to weigh a broken Q2 against a 2027 pipeline that could rewrite the entire valuation case.
Tesla is burning cash on robotaxis and Optimus while Ford prints it with trucks and software subscriptions, and splitting a thousand dollars between them means choosing how much disruption risk you can actually stomach.
Michael Burry just doubled down on his bearish AI bets even as semiconductors roar back, but one short in his portfolio stands out as a head-scratcher that may reveal a flaw in his entire…
Everyone knows the GPU giants, but the companies quietly making those chips useful are sitting on backlogs that stretch well over a decade into the future. Three overlooked infrastructure stocks have positioned themselves at…
