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The fund, which lost roughly $35 billion in assets after a forced sale this summer, has been active in options markets late last week and early this week
A report of Intel raising chip prices sent shares surging 3% and erased the prior session's Piper Sandler-driven selloff, but the real question is whether the company has genuine pricing power or is simply charging scarcity rent that evaporates the moment supply loosens.
Intel (INTC) stock fell 5.6% on September 10 and trades near $100, about 29% below its 52-week high. Even so, it has returned 310.5% over the past year. The question is how much of that a market shock could take back, and on average Intel has fallen harder than the S&P 500 when shocks hit.
Marvell Technology is riding on AI infrastructure growth with custom silicon, interconnect and optics, but faces trade risks and rising competition.
NVIDIA Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) are competing for AI accelerator share, but Taiwan Semiconductor Manufacturing Company’s latest sales show one thing both companies agree on: demand for advanced silicon remains enormous. TSM reported September 10 that August revenue reached a record NT$514.81 billion, up 53.3% from a year earlier. Concerns that […]
NVIDIA (NVDA) now sits on both sides of its own boom. It has put nearly $50 billion into the frontier AI labs, has guaranteed a revenue floor at cloud sites hosting its chips, and will provide selective credit enhancement for nearly two gigawatts of compute at another lab. Management acknowledged on its August call that some would call this circular financing. So what if the buyers it funds cannot pay.
PBF Energy surges on record profitability and rising estimates, while Lennar faces shrinking revenue, weak demand and falling margins.
It’s been a bad week for the world’s most valuable company—and there was another unwelcome development on Friday.
Qualcomm (QCOM) trades at about $176 a share, down about 14% over the past three months and up 12.4% over the past twelve. At 20.1 times earnings against an S&P 500 median of 22.9, a profitable chip designer sits below the market. The question is whether that is a good business on sale or a fair price for a business under real pressure.
Both companies are winning in the AI chip race, but they are doing it with very different business models and profit profiles.
NVIDIA's AI infrastructure leadership, higher profitability and lower valuation give it an edge over AMD as AI demand grows.
Both companies are winning in AI chips, but one of them is winning by a margin that is getting harder to close.
One chip stock wins while another faces a valuation reality
The opportunity dwarfs AMD's current business, making market-share conversion--not market size--the decisive investor question.
Cathie Wood is trimming AMD just as its biggest product cycle in years prepares to land, and the last time ARK sold an AI chipmaker too early, the stock went on to triple. Here is what the Helios launch changes about the calculus.
Marvell Technology (MRVL) trades at $235.01, and it has expanded its agreement with a key hyperscaler, a deal analysts size at up to $120 billion of revenue over about six and a half years. Most of that money, though, arrives after the fiscal 2028 outlook you would be paying for today.
Nvidia is looking to extend its dominance in AI chips at the expense of Intel and AMD.
NVIDIA dominates AI infrastructure while AMD plays scrappy underdog, but one valuation metric suggests the market may be sleeping on the wrong stock. The answer comes down to a single GPU ramp that could reshape the competitive picture through 2027.
Micron stock was dropping Thursday. Kepler Computing, backed by Intel, thinks it can disrupt the memory-chip market.
The new bullish call rests on a much more aggressive AI growth path than the stock has seen before.
Jim Cramer has spent years cheerleading AI infrastructure stocks, so when he goes on air demanding a kill switch and calling the industry's casual talk of mass casualties unacceptable, investors need to understand what changed and what he is still telling them to buy.
Marvell Technology is riding AI infrastructure demand and higher growth forecasts, but competition, valuation and execution risks support a hold stance.
After a 188% year-to-date surge, Intel is suddenly retreating hard on a Thursday that turned risk-off fast, and NVIDIA and AMD are getting dragged down with it. Here is what is driving the selloff and whether the weakness signals a broader chip sector crack.
Marvell Technology (MRVL) raised its revenue outlook again with its fiscal Q2 2027 results in late August. The size of the raise is the easy story. What fell out of management's script matters more, because the business you own has narrowed toward a single bet.
AMD's Data Center business is exploding and anchor commitments from the biggest names in AI are piling up, but three specific conditions have to fall into place before $800 becomes anything more than a number on a chart.
Intel's stock has surged to levels that leave Wall Street's analyst community unmoved, and the gap between what traders are betting on and what the fundamentals actually show keeps widening in ways that matter.
MPWR appears better placed than INTC to capitalize on AI infrastructure growth, with strong sales and EPS estimates despite a richer valuation.
Pre-Market Stock Futures: Futures are trading mixed after a second brutal day, with all major indices finishing lower again. Rising rates, Brent Crude trading above $100, and what appears to be an increase in the Iran attacks in the Persian Gulf were all it took for sellers to keep hitting bids. Once again, the small-cap […]
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