Nvidia's Demand Outlook Still Supports The Bull Case
about 1 month agoNvidia Corporation is a Buy, supported by robust Q2 FY27 results and bullish management guidance for continued AI-driven growth. Click for more on NVD...
Verizon Communications (VZ) Adds Charles Phillips To Its Board
about 1 month agoVerizon Communications (NYSE:VZ) has elected technology executive and private equity investor Charles Phillips to its Board of Directors. The Federal ...
Jim Cramer delivers unmistakable verdict on AMD’s future after 281% run
about 1 month agoAMD briefly crossed $1 trillion in market value on Sept. 21, 2026 before falling back.
Piper Sandler just set one of Wall Street's boldest Microsoft targets, and the reasoning goes well beyond last quarter's blowout earnings. The case hi...
Why Gabelli Bought Microsoft Corporation (MSFT) Near Its 52-Week Lows
about 1 month agoGabelli Investment Management Firm recently released its “Dividend Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downl...
Shares of Nvidia are on track to surge 17% in the third quarter, which officially comes to a close today.
EMS Broadens Product Offering Across Fencing and Hurricane Protection with Acquisition of AMD Supply
about 1 month agoROSEMONT, Ill., September 30, 2026--EMS, a value-added distributor of aluminum products and a portfolio company of Wynnchurch Capital, L.P. ("Wynnchur...
Apple stock pops on reported home hub device event.
Apple just renewed a deal with a company whose chips it stopped buying, and that contradiction tells you everything about where Qualcomm's real power ...
Hewlett Packard Enterprise Jumps 5% on AMD Order; Dell and Super Micro Barely Move
about 1 month agoHPE surged while its closest AI server rivals barely budged, and the reason comes down to a single deal that redraws the competitive map for AI infras...
Cathie Wood Just Dropped $78 Million on This Red-Hot Chip Stock
about 1 month agoCathie Wood Buys Nvidia, Sells AMD in Major AI Portfolio Shake-Up
ARK Invest unloaded another large block of AMD shares while putting more than $100 million into Nvidia and Broadcom.
Apple Predicted To Sell 6 Million iPhone Duo Handsets This Year
about 1 month agoApple is poised to sell 6 million units of the iPhone Duo, its first folding-screen smartphone, Counterpoint Research says. Apple stock rose.
AMD Stocks Slip After $8.2 Billion World Labs Deal Announcement
about 1 month agoWorld Labs brings models and researchers, but AMD disclosed no acquired revenue or near-term chip commitments
Should You Buy AMD Stock as the AI-Agent Chip Race Heats Up?
about 1 month agoSmall computers optimized for agentic AI could be a lucrative revenue source for the client side of AMD's chip business.
Apple’s new CEO John Ternus plans on making some changes
about 1 month agoThe 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss the changes Apple’s (AAPL) new CEO, John Ternus, is expected to make as he takes...
Nvidia CEO Makes Massive Prediction About American Jobs
about 1 month agoA massive infrastructure buildout may reshape the American workforce.
When AMD's CEO and the Chart Say the Same Thing, Pay Attention
about 1 month agoOn August 4, 2026, Advanced Micro Devices (AMD) guided third-quarter revenue to about $13 billion, above its $11.2 billion second-quarter guide. AMD s...
Nvidia’s Software Advantage Under Threat by DeepSeek-Huawei Alliance
about 1 month agoNvidia Corp. (NASDAQ:NVDA) faces a fresh challenge to one of its biggest competitive advantages after DeepSeek teamed up with Huawei Technologies to b...
AMD's World Labs Buyout Boosts AI Prospects: Can It Rival NVDA & AVGO?
about 1 month agoAdvanced Micro Devices' $8.2B World Labs deal could deepen its AI capabilities in spatial intelligence, robotics & rack-scale infrastructure as compet...
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