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Nvidia just cut a $1.5 billion check to fund the very data center that will buy its own chips, and that circular loop is getting harder to ignore as off-balance-sheet obligations across Big Tech quietly balloon toward $3 trillion.
Nvidia (NASDAQ:NVDA) is building what could become the “Federal Reserve of AI,” Atreides Management CIO Gavin Baker said on Friday’s All-In Podcast.The investor says CEO Jensen Huang is transforming Nvidia’s chips into a financeable asset class, opening the door for...
History says that stocks are less likely to experience gains in September than in other months of the year.
The chipmaker has big plans for its growing cash flow.
Micron's AI boom is only part of the story. If you follow the power, you may find the next group of overlooked AI winners.
Stocks that join the broad index typically see their share prices rise afterward.
Investors who haven't bought the stock yet haven't missed out.
As it trades near a 52-week high, the management team may still want to hold off on conducting a stock split.
Trading stocks through Schwab no longer necessarily requires buying a company's shares outright, opening a new way with significantly less cash up front. The product is called a single stock future, and it comes with a track record that the marketing materials skip over entirely. Charles Schwab ...
A 13F filing has uncovered notable corporate ownership of SpaceX (SPCX) shares. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at SpaceX's shareholder makeup and stock volatility since the IPO.
No news isn't always good news.
Chase Coleman's Tiger Global just dumped Nvidia and Alphabet to load up on AMD, a move that either signals a major shift in AI investing logic or a costly bet on a stock already priced for perfection.
It's a tactic worth exploring.
Corning's CEO went on national television and told investors that tariffs are essentially a non-issue for the company, citing two specific figures about its U.S. manufacturing footprint. The explanation traces back to a philosophy Corning adopted long before trade wars became a boardroom concern.
Morning Brief host Julie Hyman breaks down what you need to know about the Wall Street Journal's report on Big Tech's off-balance sheet AI spending.
Did President Trump accidentally start a rally in a Korean memory chip stock?
David Tepper’s Appaloosa Management filed its Q2 2026 13F on August 14, 2026, and the disclosure told a specific story: the hedge fund manager whose portfolio returned 32% in the first half of 2026 on memory-chip makers spent the second quarter pulling chips off that table and reallocating the winnings deeper into the AI stack. ... Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying
Steve Eisman, the man who called the housing collapse, sees a hidden vulnerability in the AI boom that could ripple far beyond Nvidia and force the biggest names in tech to rethink their spending in ways most investors haven't priced in.
HIVE’s live GPU cloud business generates about $35 million in ARR, while a three-year Bell AI Fabric agreement accounts for another $75 million in contracted revenue.
Lumentum's fiscal Q4 earnings triggered a 5% selloff before a stunning reversal sent shares surging 14% the next day. Here is what the conference call revealed that completely flipped market sentiment and why analysts believe the biggest growth catalysts have not even arrived yet.
Three AI infrastructure giants are flashing the same rare combination of signals at once, and analysts are quietly setting price targets that would require gains few stocks ever deliver in a single year.
Every bull market eventually asks investors to squint past a number they’d rather not look at. In 2000, it was cash burn rates at dot-coms with no revenue. In 2008, it was mortgage-backed securities nobody could quite value. Today, it’s the financing behind the AI buildout — and specifically, how much of it never shows ... Alphabet, Meta, and Microsoft Are Hiding $3 Trillion in Debt On the AI Boom’s Hidden Ledger
Even among high-powered investment experts, one man's trash can be another man's treasure.
“Big Short” investor Steve Eisman says the AI boom has an “Achilles’ heel”: its enormous dependence on OpenAI and Anthropic. But he isn’t ready to short the AI boom yet, because investors lack what he had before betting against subprime...
There is a version of the AI trade that everyone can see. Nvidia sells chips. Hyperscalers buy chips. The money flows one direction. It's a clean story. The SEC filing Nvidia dropped on August 14 tells a different version of that story, one where the chip supplier is also one of the largest ...
Tech stock coverage for the week of Aug. 17.
Tech stock coverage for the week of Aug. 17.
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