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Anthropic just signed a $35 billion computing obligation against money it has not yet raised, and the analyst watching the deal says an IPO is the only way out. The implications for NVIDIA, which sits on both sides of this trade, are stranger than they appear.
HPE vs. AMD: Which Stock Is the Better Value Option?
Jim Cramer wants Nvidia to announce the largest share repurchase in corporate history, and his valuation argument is harder to dismiss than his collateral logic deserves to be.
MU's 685% rally is backed by surging AI memory demand, sold-out 2026 HBM output, soaring profits and a valuation below the sector average.
A single data point buried in Nvidia's latest earnings call flipped my read on where this stock is actually headed, and the market has not caught up yet.
Tiger Global Management made a dramatic-looking second-quarter rotation within AI. Its August 14 filing showed the fund cutting Alphabet Inc. (NASDAQ:GOOGL) by 45.4%, from 10.63 million shares to 5.81 million, while opening a position in Advanced Micro Devices, Inc. (NASDAQ:AMD). The trade shifts some exposure from a giant platform funding AI infrastructure to a chip […]
Credo Technology Group (NASDAQ:CRDO) reported record fiscal first-quarter 2027 revenue of $479 million, up 10% sequentially and 115% from a year earlier, as demand for AI infrastructure connectivity products continued to expand. Chief Executive Officer Bill Brennan said the company’s growth has bee
On Sept. 1, 2026, higher Treasury yields weighed on Intel and peers, keeping focus on whether AI demand can offset valuation headwinds.
AMD has already doubled in 2026 while Lisa Su insists the AI buildout is barely getting started, but a sky-high valuation and tightening export controls raise the question of whether the real gains are still ahead or already behind us.
The chips aren't just planned anymore. They're running and serving customers -- and an earlier agreement already puts a rough dollar figure on what comes next.
QCOM expands its AI PC presence with HUMAIN's Horizon Ultra, powered by the Snapdragon X2 Elite platform.
AMD has already surged triple digits this year while Alphabet trades at a bargain valuation despite exploding cloud growth, and choosing between them now could define your AI portfolio returns through 2030.
NVDA's Q2 revenues double as Data Center demand surges, while strong Q3 guidance and Vera Rubin adoption support its long-term AI growth case.
STX's AI-driven storage demand, HAMR advances and stronger cash flow fuel its rally, but elevated valuation and execution risks remain.
Customers are already using the new system. What’s coming in 2027 is far bigger.
A global bond selloff sent long-term yields surging to levels not seen in over a year, and the chips sector is bearing the brunt as traders reprice the market's most ambitious AI growth bets.
Broadcom sits 25% below its peak while 44 Wall Street analysts line up behind a price target that towers above the current price, and one respected firm sees something in the backlog numbers that the broader market appears to be ignoring entirely.
With regulatory uncertainties receding and multi-billion dollar hyperscaler spending continuing to ramp up, Super Micro Computer remains a strong buy in the scorching-hot AI hardware sector.
Nvidia's growth is faster than AMD's despite its size.
Cathie Wood Pulls $74 Million From AMD as Data Center Sales Soar
Ark is getting more selective inside the AI trade
This is no longer just a chip company; it is becoming the central bank for the AI revolution. NVIDIA is helping establish financing platforms to raise over $500 billion of third-party capital for its customers. It has also directly invested nearly $50 billion in the Frontier AI labs, effectively underwriting its own demand.
Eight of the past 10 Septembers took the chip stock lower. The market's own September record explains only part of that.
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