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Burry continues to short growth stocks, but it hasn't always been a winning formula.
Shares of semiconductor designer Power Integrations (NASDAQ:POWI) jumped 6.3% in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.
A number of stocks jumped in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.
A number of stocks jumped in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.
CNBC reported on September 2 that Equinix, Inc. (NASDAQ:EQIX), a colocation data center company dating back to the 1998 dot-com era, has carved out a role in the AI infrastructure boom despite lacking the profile of hyperscalers or neoclouds. The company inked an expanded partnership with Nvidia at its inaugural Equinix Horizon event. It launched […]
The auto resale platform received an enticing buyout offer.
The tech giant has rebounded from its recent slump, but there may not be much near-term upside left.
Palantir’s latest AI move gives Wall Street more to consider
Investors were skeptical that an announced acquisition would be beneficial.
The specialized tech company published its latest quarterly and annual results.
NVIDIA Corporation (NASDAQ:NVDA) is doing something that initially sounds counterintuitive: making it easier for competing AI accelerators to live inside Nvidia-designed systems. Reuters reported September 10 that inference-chip startup d-Matrix will use Nvidia’s NVLink Fusion technology to connect its next-generation Raptor processors directly into Nvidia data-center racks. The systems are expected to become available in […]
Micron Technology, Inc. (NASDAQ:MU) has become one of the AI boom’s biggest beneficiaries because high-bandwidth memory has turned into a scarce strategic resource. An Intel Corporation (NASDAQ:INTC)-backed startup now wants to challenge that scarcity. Barron’s reported September 10 that Kepler Computing emerged from stealth with a new memory architecture using ferroelectric materials and 3D stacking. […]
Broadcom Inc. (NASDAQ:AVGO) has become one of the clearest alternatives to NVIDIA’s merchant-GPU model as hyperscalers increasingly design custom AI accelerators. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) may benefit regardless. TSM reported record August revenue of NT$514.81 billion, up 53.3% year over year, providing another data point that leading-edge semiconductor demand remains exceptionally strong. Broadcom’s […]
Alphabet Inc. (NASDAQ:GOOGL) is putting another $15 billion behind the AI infrastructure race. Reuters reported September 9 that Google plans to invest at least €13 billion, or roughly $15.1 billion, in Finnish AI infrastructure over the next two years. The project includes three new data centers and a 22-year agreement to purchase as much as […]
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) reported a record August just as Advanced Micro Devices, Inc. (NASDAQ:AMD) is pushing deeper into the AI accelerator market. TSM’s August revenue reached NT$514.81 billion, up 53.3% from a year earlier and 10.1% sequentially. Revenue for January through August increased 39.3%. The growth is a powerful signal for advanced […]
That was the market's reward for maintaining its dividend policy.
One of the biggest bottlenecks in the AI chip market has become high-bandwidth memory. Reuters reported September 10 that Chinese AI-chip makers including Huawei and Cambricon are raising accelerator prices because high-bandwidth memory has become increasingly scarce. Huawei’s upcoming Ascend 950DT has reportedly been quoted at more than 250,000 yuan, representing increases of roughly 20% […]
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) just delivered another hard-data point showing that the AI semiconductor boom remains very much alive. TSM reported September 10 that August revenue reached NT$514.81 billion, up 53.3% year over year and 10.1% from July. Revenue for the first eight months of 2026 climbed 39.3% to NT$3.39 trillion. That is […]
NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang thinks cybersecurity could become one of artificial intelligence’s next major application markets. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is already trying to prove him right. At CrowdStrike’s Fal.Con 2026 conference, the companies unveiled SafeMind, an agentic cybersecurity system using Nvidia Nemotron models alongside technology developed by CrowdStrike’s Cyber Superintelligence Lab. Nvidia […]
Oracle Corporation (NYSE:ORCL) and CoreWeave, Inc. (NASDAQ:CRWV) are both spending enormous sums to turn scarce GPUs and data-center capacity into AI cloud revenue. Their financing models increasingly look very different. Oracle reported September 10 that remaining performance obligations reached $664 billion after more than $30 billion of new AI cloud contracts. Crucially, $11.36 billion of […]
Despite the stock's volatile price swings since its June debut, analysts are generally bullish about it.
Marvell has outperformed every major chip stock, from NVDA and AMD to Broadcom, over the past year.
A position that started as a small allocation now controls your retirement, and selling everything creates its own disaster. Three ETFs offer a way to stay in the trade without betting the nest egg on a single design team.
Several Ark funds recently bought the dip in Meta and Rocket Lab.
An $800,000 split between two Nasdaq-100 income ETFs generates a stunning monthly payout, but the tax bill tells a completely different story than the distribution notices suggest.
Wood has some very high hopes for Bitcoin.
JEPI has been the default option-income ETF for years, but a smaller Fidelity rival quietly generated a sharply different outcome for shareholders in 2026 while producing nearly identical cash income, and the gap comes down to one structural choice.
While most income investors debate JEPI and SCHD, three monthly-paying ETFs have quietly built yield engines that tap small-cap volatility, leveraged preferreds, and Nasdaq options in ways the popular high-yield lists keep missing.
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