Cisco vs. Broadcom: One Stock Looks Like the Better AI Play
Quick Read Broadcom’s 23x P/E against 200%+ AI revenue growth undercuts Cisco’s 26x for 15% total growth, making…
AI Demand Is Booming. So Why Are CBRS and CSCO Sinking?
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NVIDIA CEO Jensen Huang Says the ‘ChatGPT Moment’ Has Already Happened for the Next $50 Trillion Trend
Quick Read Jensen Huang says robotics’ ChatGPT moment already passed, with NVDA posting $82B in quarterly revenue backed…
Intel shares rise after AI-driven revenue beats expectations and outlook improves
Intel logo on building ©Shutterstock Intel (NASDAQ:INTC) shares climbed more than 4% in premarket trading on Friday after…
Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild
Quick Read Microsoft targets $190B and Amazon $200B in 2026 AI CapEx, with Amazon’s free cash flow already…
European semiconductor stocks diverge as investors weigh AI demand, growth expectations
By Nathan Vifflin and Ozan Ergenay July 23 (Reuters) – European semiconductor stocks moved sharply on Thursday after…
Predicting SpaceX’s Valuation at the End of 2026
When it comes to analyst price targets for Space Exploration Technologies (NASDAQ: SPCX), you’re going to find a…
GE Vernova stock drops despite surging AI-driven orders as wind segment drags
What happened: GE Vernova (GEV) stock fell by roughly 5% in premarket trading on Wednesday. Why the stock…
What Do SpaceX, AMD, and Palantir Have in Common?
Space Exploration Technologies (NASDAQ: SPCX), AMD (NASDAQ: AMD), and Palantir Technologies (NASDAQ: PLTR) may seem like an odd…
Jensen Huang Told CES 2026 That Memory Is Now the Biggest Bottleneck in AI. Micron and Sandisk Have Outperformed Nvidia’s Stock Ever Since.
CES, held annually in January, is one of the most important trade shows where tech companies go to…
Micron vs SanDisk: Which Memory Play Wins the AI Boom?
Quick Read SNDK’s NAND flash surge delivered 251% revenue growth while MU’s HBM leadership drove 346% growth, both…
Buy, Sell or Hold: My View On Microsoft As AI Capex Costs Rise
Quick Read MSFT has dropped 20% year to date despite its AI business running at $37 billion annually…