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Advanced Micro Devices Inc

After an unsettling drop Tuesday, Intel and other semiconductor companies were rising only modestly on Wednesday. A hot wholesale inflation reading...

Microsoft Corp

Microsoft (MSFT) has spent over $100 billion on its partnership with OpenAI, including investments,

NVIDIA Corp

Space could be a $1.8 trillion opportunity, and these two companies are positioning themselves to grab a big piece of the action.

NVIDIA Corp

Air Force One touched down at Ted Stevens Airport outside Anchorage last night on a refueling stop on its way to an important summit in Beijing. Durin...

Advanced Micro Devices Inc

With results for its fiscal second quarter approaching after-market hours on Thursday, May 14, Applied Materials has quietly become one of Wall Street...

NVIDIA Corp

Nebius Group (NASDAQ:NBIS) stock is rallying sharply Wednesday, climbing 20% intraday to around $215.50 from Tuesday’s close of $179.11. The midday mo...

NVIDIA Corp

Investors can now buy this Buffett favorite for less than what the former Berkshire CEO paid.

NVIDIA Corp

Cathie Wood‘s ARK Invest joined Kalshi’s $1 billion Series F last week at a $22 billion valuation, slotting the prediction market behind only SpaceX a...

NVIDIA Corp

The two largest names in enterprise software have been bruised, and the smart money is using the discount to add exposure. Oracle (NYSE:ORCL) trades n...

Apple Inc

In some quiet corner of Omaha, Nebraska, there sits the largest private collection of Treasury bills ever assembled in the history of capitalism. If i...

NVIDIA Corp

NVIDIA (NasdaqGS:NVDA) is working with Fortinet on FortiAIGate, a new AI security gateway built on NVIDIA AI and powered by Blackwell and Hopper GPUs....

Apple Inc

Apple Inc (NASDAQ:AAPL) shares are moving up on Wednesday. The company plans to update its iPhone software, including a fully customizable Camera app,...

Apple Inc

US benchmark equity indexes were mostly higher intraday as several key technology stocks advanced, w

Microsoft Corp

Nebius Group (NASDAQ:NBIS) reported a sharply higher first quarter for 2026 as demand for AI computing capacity continued to outpace supply, prompting...

Apple Inc

Wedbush Securities analyst Dan Ives is calling President Donald Trump's summit with Chinese President Xi Jinping a defining inflection point for the a...

Microsoft Corp

Cerebras raised $5.55 billion in its IPO, and with the chipmaker's offering, investors are gearing up for some even bigger AI deals later this year.

Apple Inc

Apple stock was on pace for a record close on Wednesday, up nearly 2% to just under $300 per share as tech stocks rebounded from a sell-off the previo...

Apple Inc

Apple stock was on pace for a record close on Wednesday, up nearly 2% to just under $300 per share as tech stocks rebounded from a selloff the previou...

NVIDIA Corp

Datadog's growing portfolio of artificial intelligence products is experiencing explosive demand.

NVIDIA Corp

Fundamentals Over Everything

about 2 months ago

Sara Awad from Tech Contrarians discusses semi momentum. Nvidia earnings; Marvell and Broadcom; Micron, Credo, AMD, Intel, Arm, Apple and Nebius.

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