AMD Just Raised the Top of the Company's 2030 Market to $3 Trillion
about 2 months agoThe top of the chip designer's 2030 market forecast grew by as much as a trillion dollars in one conference appearance. How much of it was already in ...
Nvidia Could Make Anthropic IPO Bigger than SpaceX With $10 Billion
about 2 months agoNvidia may put $10 billion behind the Anthropic IPO, but traders give it 57% odds of pricing before November.
Oracle Just Added $30 Billion in AI Contracts. Nvidia Investors Should Read the Fine Print
about 2 months agoOracle Corporation (NYSE:ORCL) and NVIDIA Corporation (NASDAQ:NVDA) have given investors another huge AI demand signal, but the economics are more imp...
Jim Cramer Wondered Whether Microsoft Corporation (NASDAQ:MSFT) Isn’t “That” Dependent On AI
about 2 months agoMicrosoft Corporation (NASDAQ:MSFT) ‘s shares have marked a major turnaround in 2026. They are up by more than 20% since late-July following the firm’...
Jim Cramer Discussed The Contradictions Surrounding NVIDIA Corporation (NASDAQ:NVDA)’s Shares
about 2 months agoIf there’s one stock that Jim Cramer can’t stop talking about, it’s NVIDIA Corporation (NASDAQ:NVDA). Throughout the year, the CNBC TV host has remain...
Jim Cramer Names NVIDIA the Main Portfolio “Running Back”
about 2 months agoDuring the September 8 episode of Mad Money, host Jim Cramer compared NVIDIA Corporation (NASDAQ:NVDA) to Detroit Lions star running back Jahmyr Gibbs...
Prediction: Nvidia Will Overtake Apple in Stock Buybacks and Dividends Under New Apple CEO John Ternus
about 2 months agoA shift in capital allocation strategy would change the Apple investment thesis.
AMD’s CFO, Jean Hu, Just Announced Fantastic News for Investors
about 2 months agoCan anything stop the company's momentum?
Apple's AI vision is tailored for the moment of AI panic
about 2 months agoApple isn't selling shelter and relief from potentially end-of-the-world technology. It's selling more iPhones.
Apple Health Chief Knows the Health App Needs Work
about 2 months agoWSJ’s Nicole Nguyen sits down with Apple’s VP of Health to discuss the company’s recently announced Apple Watches with more advanced sensors and a maj...
Company management and Wall Street are guiding for high growth.
Palantir and Nvidia Are Building a Sovereign AI Stack. Who Captures More of the Economics?
about 2 months agoPalantir Technologies Inc. (NASDAQ:PLTR) and NVIDIA Corporation (NASDAQ:NVDA) are pushing their partnership deeper into one of the most important emer...
Michael Burry Is Staying Short Nvidia, Palantir, and Tesla, Warning of a Possible "1987-Type Fall" for AI Stocks. Should Investors Take the Bet Seriously?
about 2 months agoBurry continues to short growth stocks, but it hasn't always been a winning formula.
Apple’s Foldable iPhone Could Trigger a Massive 'Upgrade Cycle,' Says Gary Black — But This One Problem Could Cap 'Incremental Earnings' for 6 Months
about 2 months agoInvestor Gary Black predicts Apple Inc.‘s newly launched foldable device will start a hardware purchasing cycle, but production limits may curb increm...
Cook Hands Ternus Apple (AAPL) that Still has to Prove itself on AI
about 2 months agoTim Cook stepped down as Apple Inc. (NASDAQ:AAPL)’s CEO on September 1 after 15 years, becoming executive chairman and handing the role to hardware ch...
Microsoft Stock Is Flat So Far in 2026. Is a Rally Coming to End the Year?
about 2 months agoThe tech giant has rebounded from its recent slump, but there may not be much near-term upside left.
Nvidia Is Letting Rival AI Chips Into Its Racks. Astera Labs Could Be the Quiet Winner
about 2 months agoNVIDIA Corporation (NASDAQ:NVDA) is doing something that initially sounds counterintuitive: making it easier for competing AI accelerators to live ins...
Nvidia Eyes Up To $10 Billion Investment in Anthropic IPO as Claude AI Maker Mulls Nearly $100 Billion Raise at $2 Trillion Valuation: Report
about 2 months agoNvidia may invest up to $10 billion in Anthropic’s IPO, which could raise $100 billion at a $2 trillion valuation.
Google’s $15 Billion Finland AI Build Is Good News for Nvidia, With One Important Catch
about 2 months agoAlphabet Inc. (NASDAQ:GOOGL) is putting another $15 billion behind the AI infrastructure race. Reuters reported September 9 that Google plans to inves...
TSM’s Record Month Confirms AMD’s AI Ramp, but Its Pricing Power Could Take Some of the Upside Back
about 2 months agoTaiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) reported a record August just as Advanced Micro Devices, Inc. (NASDAQ:AMD) is pushing de...
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