Arm's AI Party Hits A Supply Wall, Stock Falls

Arm stock slid after executives warned chip supply shortages could limit its booming AI CPU growth despite strong revenue guidance.

Nvidia, Apple Drive A Mag 7 Coup That Just Seized 55% Of S&P 500 Profits

The Magnificent Seven stock not only make up a large percentage of the S&P 500 assets, they also represent a majority of the earnings growth coming soon.

Intel Stock Struggles To Keep Pace: NVIDIA and AMD Pull Ahead in AI 'Two-Horse Race'

Intel stock edges higher but underperforms the tech sector as Nvidia and AMD dominate the AI "two-horse race" narrative.

Trade Strategy For SPY, AAPL, MSFT, NVDA, GOOGL, META, And TSLA

Elon Musk Called Claude 'Evil' — Now Anthropic Runs On His Nvidia Supercomputer

Elon Musk once attacked Anthropic's Claude AI as "misanthropic and evil." Now Anthropic is reportedly using his massive Nvidia GPU cluster.

Intel Stock Bubble Warning — More Extreme Than Cisco At Dot‑Com Peak

Intel's 108x forward P/E and 173% gap from its 200-day average echo Cisco's March 2000 mania, but the dislocation runs deeper.

Gary Black Thinks Uber's 'Operational Leverage' Could Boost Robotaxi Efforts Vs Tesla, Waymo: 'There Will Be No Reason…'

Investor Gary Black believes Uber could lead the Robotaxi sector ahead of Tesla and Waymo, due to Uber's large user base.

AMD Vs Nvidia: Why AMD's 'Integrated Strategy' Could Be NVDA's Biggest Threat In 2026

AMD's data center surge proves why its 'integrated strategy' across CPUs and GPUs makes it Nvidia's biggest AI threat in 2026.

Why Uber May Stay On Top For The Next Several Years

Uber beats Q1 2026 expectations with $53.7B in bookings. See why analysts predict a $108 price target and years of market dominance.

Uber CEO Dara Khosrowshahi Sees 'Trillion-Dollar' Self-Driving Opportunity, Says Waymo Hasn't Impacted Business

Uber CEO Dara Khosrowshahi expresses bullish sentiments on self-driving sector amid strong earnings report.