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Marvell Technology dropped 10% post-earnings due to high valuation multiples and customer concentration risks, contrasting sharply with NVIDIA's superior 63% profit margins, dominant AI positioning, …
Broadcom and AMD offer distinct AI investment profiles. Broadcom functions as a steady infrastructure play backed by a massive $73 billion custom ASIC backlog, while AMD serves as a high-risk, high-r…
Donald Trump personally called CEO Jensen Huang and publicly praised Nvidia's blockbuster revenue growth on Truth Social. The interaction highlights Nvidia's strengthening political ties in Washingto…
Nvidia and Marvell earnings are positioned as critical tests for reviving AI stock momentum after sector-wide selloffs. Nvidia shares recently snapped a seven-day losing streak ahead of its Wednesday…
Nvidia maintains dominance in AI model training, but AMD is positioned to potentially outperform over the next three years. AMD's focus on the rapidly expanding AI inference market, key strategic acq…
Cathie Wood's Ark Invest purchased $22.8 million worth of Nvidia shares on Monday alongside investments in Block Inc. and Securitize, reflecting continued institutional backing for the semiconductor …
Alpha Wealth Funds' Q2 2026 letter reveals underperformance vs S&P 500, driven by heavy Alphabet concentration turning capital-intensive and premature AMD/Intel sales. Fund highlights Abbott Laborato…
CryptoQuant reports tokenized stock perpetual futures on crypto exchanges surged to $250B monthly volume in July, up 56% MoM and 17x YTD, signaling structural growth in crypto infrastructure adoption…
The iShares MSCI Emerging Markets ETF (EEM) offers exposure to booming Asian AI chip stocks, having significantly outperformed the S&P 500 recently. While riskier and subject to currency fluctuations…