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Microsoft Corporation

All three hyperscalers have invested staggering amounts of capital into their AI infrastructure build-outs.

Apple Inc.

Tim Cook transformed Apple under his leadership, and shareholders saw huge benefits.

Apple Inc.

Apple Inc. trades at all-time highs despite lacking a transformative AI or hardware catalyst. Read why I remain ultra-Bearish on AAPL stock.

NVIDIA Corporation

After spending years trading like a premium-priced AI leader, Nvidia may now be among the cheapest names in Piper Sandler’s AI universe. NVIDIA Corpor...

Apple Inc.

Apple's recent acquisition gives investors a peek at what the company will be interested in developing under new CEO John Ternus.

Microsoft Corporation

Google just landed inside nearly every major Fortune 100 company, but having access and winning the deal are two very different things. The real fight...

Apple Inc.

Behind Apple’s folding phone, its CEO makes a bigger bet

NVIDIA Corporation

Nvidia held $99 billion worth of public and private investments on its books at the end of its second fiscal quarter.

NVIDIA Corporation

Nvidia and Broadcom both just delivered monster earnings reports.

Verizon Communications Inc

Verizon flaunts 19 straight years of dividend raises while AT&T just slashed its payout, yet one closely watched coverage ratio flips the safety story...

Advanced Micro Devices, Inc.

AMD and Intel compete for processor customers, but they have a common interest in making developers comfortable staying with x86. A September 2 GCC co...

Microsoft Corporation

The famed fund manager lowered his position in Amazon and was buying shares of Microsoft and Meta Platforms.

NVIDIA Corporation

Jensen Huang has made plenty of bold calls before. His latest one puts an even bigger question in front of Nvidia investors.

NVIDIA Corporation

A $1.4 Trillion Cash Projection Research firm SemiAnalysis, in a September 11, 2026 note titled “Nvidia’s Backstop Universe, Heads I Win, Tails Who Lo...

NVIDIA Corporation

Nvidia stock price is in the spotlight as Elon Musk, Dario Amodei and Sam Altman called for the slowing down of AI models.

Apple Inc.

Apple tries to solve the problem haunting AI wearables

Apple Inc.

Apple's new foldable smartphone could be a strong growth driver.

NVIDIA Corporation

Revenue doubled in the latest quarter, and shares sit about 5% from their high. But today's price asks surprisingly little of the next three years.

Apple Inc.

Apple, the innovator, just got its memory chip inflation-beating groove back.

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