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INSANE: 10 - The Real Truth

What's Going On With Super Micro Computer (SMCI) Stock?

Shares of Super Micro Computer Inc (NASDAQ:SMCI) are trading higher Friday morning after the company late Thursday announced the immediate availability of its new NVIDIA Corp (NASDAQ:NVDA) Blackwell-powered solutions.

Super Micro Computer Ships NVIDIA Blackwell Ultra Solutions—Stock Climbs

Super Micro Computer Ships NVIDIA Blackwell Ultra Solutions—Stock Climbs

Super Micro Computer, Inc. (NASDAQ:SMCI) shares climbed in Thursday’s extended trading after the company announced it has begun shipments of its NVIDIA Corp. (NASDAQ:NVDA) Blackwell Ultra solutions.

Palantir's Rally Is Replaying Cisco's Dot-Com Setup—And That Ended Brutally

Palantir's Rally Is Replaying Cisco's Dot-Com Setup—And That Ended Brutally

Wall Street's AI fever just crowned a new star. Palantir Technologies Inc (NASDAQ:PLTR), once a niche data analytics shop, now flaunts a $396 billion market cap on just $3.3 billion in recurring revenue. Its sky-high 93x ARR multiple makes Nvidia Corp's (NASDAQ:NVDA) surge look modest and dwarfs peers like Salesforce…

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Tech Stocks Top 2000 Dot-Com Bubble Peak, Now Dominate 37% Of US Market As Nvidia, Meta And Alphabet Lead 5-Year Mag 7 Rally

Technology's dominance on Wall Street has reached unprecedented levels, with the sector now representing 37% of the entire U.S. stock market, surpassing even the height of the dot-com bubble as mega-cap names like Nvidia Corp. (NASDAQ:NVDA), Meta Platforms, Inc. (NASDAQ:META) and Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) lead a five-year rally.

Why Nvidia Is Getting 'Butt-Kicked' By Gold Miners: Larry McDonald

In the cutthroat arena of Wall Street, where tech titans like Nvidia Corp (NASDAQ:NVDA) once reigned supreme with AI-fueled rocket rides, a gritty gang of gold miners is now delivering a merciless pummeling. Market guru Larry McDonald, the sharp-tongued founder of The Bear Traps Report and New York Times bestselling…

Cramer Flags Oracle Rally As 'Strange,' Says Nvidia And AMD Aren't Getting Any Love

Oracle Corp. (NYSE:ORCL) may be one of Wall Street's hottest AI bets, but CNBC's Jim Cramer says something isn't adding up. Despite Oracle's stock strength, chipmakers that would logically benefit from the company's data center growth, like Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD), are barely moving.

Elon Musk Announces Tesla AI5 Chip Design Review Success Amid Global Semiconductor Competition

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk announced completion of a “great design review” for the company’s AI5 chip via a post on X, signaling Tesla’s push into custom semiconductors as global chip competition intensifies.

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Options Corner: Why Nvidia's Red-Stained Chart May Be Good News For Contrarian Investors

Options Corner: Why Nvidia's Red-Stained Chart May Be Good News For Contrarian Investors

Both history and folklore are replete with accounts of circumstances looking incredibly grim — until an unexpected catalyst delivers a much-needed reprieve. Investors of semiconductor giant Nvidia Corp (NASDAQ:NVDA) will be hoping for just such a turnaround. While the company has practically been synonymous with the remarkable rise of artificial…

Nvidia's Empire Just Took A Hit - Broadcom's $10 Billion Deal Is The Plot Twist

Nvidia's Empire Just Took A Hit - Broadcom's $10 Billion Deal Is The Plot Twist

For years, Nvidia Corp (NASDAQ:NVDA) has been the undisputed king of AI hardware, but OpenAI just threw a curveball. The ChatGPT maker has inked a $10 billion deal with Broadcom Inc (NASDAQ:AVGO) to co-design and mass-produce its own AI chips by 2026, signaling a seismic shift away from Nvidia's grip…

OpenAI To Mass-Produce 1st Proprietary AI Chip With Broadcom, Secures $10 Billion Deal: Report

OpenAI To Mass-Produce 1st Proprietary AI Chip With Broadcom, Secures $10 Billion Deal: Report

OpenAI is set to begin mass production of its first proprietary artificial intelligence chip next year through a partnership with Broadcom Inc. (NASDAQ:AVGO), marking a strategic shift away from its reliance on Nvidia Corp. (NASDAQ:NVDA) amid surging demand for artificial intelligence computing power.

4 AI Stocks To Consider As Nvidia Shares Slide

4 AI Stocks To Consider As Nvidia Shares Slide

All good things eventually come to an end, and the massive rally in Nvidia Corp. (NASDAQ:NVDA) appears to be finally losing steam. The seminal semiconductor stock has rallied nearly 100% following its April lows and has basically traded flat over the last month.

Alibaba, ByteDance Defy Beijing Warnings As Chinese Tech Titans Race To Secure Nvidia's $12,000 H20 Chips, Eye Next-Gen B30A At Double The Price

Alibaba, ByteDance Defy Beijing Warnings As Chinese Tech Titans Race To Secure Nvidia's $12,000 H20 Chips, Eye Next-Gen B30A At Double The Price

Chinese tech giants are pushing ahead with Nvidia Corp. (NASDAQ:NVDA) purchases even as regulators in Beijing caution them against heavy reliance on U.S. chips.

Broadcom Vs. Nvidia: The AI Chip War You're Not Watching

Broadcom Vs. Nvidia: The AI Chip War You're Not Watching

In the escalating AI hardware arms race, Nvidia Corp (NASDAQ:NVDA) may hog the spotlight—but Broadcom Inc (NASDAQ:AVGO) is quietly firing back with smart silicon and hyperscaler-grade networking gear, setting up a surprisingly fierce head-to-head battle in the datacenter compute arena.

Nvidia Leans Heavily on Two Undisclosed Customers for Revenue Boom

Nvidia Leans Heavily on Two Undisclosed Customers for Revenue Boom

Last week, Nvidia Corp. (NASDAQ:NVDA) reported second quarter earnings that exceeded analysts' forecasts. However, the focus shifted to two undisclosed customers who made up a substantial 39% of the company’s revenue.

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Alibaba Chip Challenges Nvidia, Trump Warns China, TikTok Tops Meta — Tech This Week

The tech world was buzzing this past weekend with a series of intriguing developments. From Alibaba Group’s bold move to reduce reliance on Nvidia Corporation, to President Donald Trump’s stern warning to tech giants and ByteDance’s surprising valuation surge, the weekend was anything but dull. Here’s a quick recap of…

Powell's Rate Cut Signal, Nvidia's Earnings, US GDP Data On Blockchain, Economic Crisis Signal And More: This Week In Economy

It was a weekend filled with significant developments in the world of finance and technology. From the Federal Reserve’s potential rate cut to Nvidia’s earnings, here’s a quick rundown of the top stories that you might have missed.

Alibaba's New AI Chip Sparks Nvidia Dip, But Ross Gerber Calls It 'Laughable' Posturing To Still Secure Blackwell Sales

Alibaba Group Holding Ltd. (NYSE:BABA) is reportedly working on a new artificial intelligence chip aimed at reducing China's reliance on U.S. semiconductor giant Nvidia Corp. (NASDAQ:NVDA), but prominent investor Ross Gerber dismissed the move as "laughable."

Offerpad Solutions, Affirm Holdings, Marvell Technology, Ulta Beauty And Dell: Why These 5 Stocks Are On Investors' Radars Today

U.S. stocks extended their impressive rally this Thursday, with the SP 500 and Dow Jones Industrial Average carving out fresh record highs. Tech stocks overall showed resilience, even as Nvidia Corp. (NASDAQ:NVDA) underperformed following muted quarterly results.

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Apple, Google, Nvidia Unleash $430 Billion Buyback Blitz—But Is Innovation Falling Behind?

Wall Street is flexing harder than ever in 2025, and it's not through flashy MA or moonshot RD—it's with cash. U.S. corporate titans, led by Apple Inc (NASDAQ:AAPL), Alphabet Inc (NASDAQ:GOOGL) (NASDAQ:GOOG) and Nvidia Corp (NASDAQ:NVDA), have unveiled nearly $430 billion in stock buybacks this year, the biggest show of…

S&P 500 Breaks New Records But Nvidia Misses The Party: What's Moving Markets Thursday?

The SP 500 extended its spectacular rally to fresh record highs on Thursday, even as its most influential stock, Nvidia Corp. (NASDAQ:NVDA), failed to impress with its latest quarterly results.

CoreWeave Stock Surges As Nvidia's AI Revenue Fires Up

CoreWeave, Inc. (NASDAQ:CRWV) stock climbed sharply on Thursday as NVIDIA Corp.'s (NASDAQ:NVDA) AI-driven earnings took center stage.

Nvidia's AI Fortress Shows 'First Crack'—The China Risk Just Got Real

For months, Nvidia Corp (NASDAQ:NVDA) has been Wall Street's undisputed AI darling, but this quarter may mark the first wobble in its flawless run. Despite delivering strong results, the company's softer-than-hoped guidance and growing uncertainty around China exposed what Direxion's Head of Capital Markets Jake Behan called "the first real…

Broadcom Stock Jumps After Nvidia Forecasts Massive AI Demand

Broadcom Inc. (NASDAQ:AVGO) shares rose Thursday after Nvidia Corp. (NASDAQ:NVDA) delivered strong quarterly results that reinforced investor confidence in the AI-driven demand cycle.

Stock Market Today: Nvidia Drags Down Nasdaq Futures, Dow Trades Higher—Dollar General, Dell, Best Buy In Focus (UPDATED)

Editor’s Note: The future prices of benchmark tracking ETFs, the lede, and the latest economic releases were updated in the story.

Nvidia Q2 Results Aftermath: Crypto AI Tokens Edge Lower Amid Decline In Chip Giant's Stock

Artificial intelligence-based cryptocurrencies were trading lower early Thursday, coinciding with AI powerhouse Nvidia Corp.'s (NASDAQ:NVDA) post-earnings decline.

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