Marvell Technology MRVL) shares fell 10% in Friday’s trading session despite the AI chip leader posting record Q2 results yesterday evening and raising its longer-term outlook. The sharp sell-off suggests investors wanted an even bigger beat following MRVL’s tremendous AI-fueled rally rather than signaling a meaningful deterioration in the company’s fundamentals. With data-center demand accelerating … Read more
AMD and INTC Are 2 AI Semiconductor Behemoths Ahead of NVDA in 2026
Russ Cohen
The artificial intelligence (AI) infrastructure trade has shifted from pure-play generative AI-based semiconductors to other AI-powered data center infrastructures. Moreover, the explosion of agentic AI is expanding the scope of AI infrastructure providers in the physical layer across industries. In line with this trend, Advanced Micro Devices Inc. AMD and Intel Corp. INTC are two … Read more
The Bond Vigilantes Are Back. Here’s What It Means for AI Stocks
Russ Cohen
Today we’ll look at why the bond vigilantes have returned. I’ll explain why it matters for stocks and how it may also be pointing toward an even bigger reset in the AI boom… Listen to the audio version of this article (generated by AI). In the summer of 1983, Wall Street had a problem. Inflation … Read more
The Best Time to Buy AI? When Everyone’s Afraid of It
While the crowd grows fearful, the real opportunity is just getting started. Listen to the audio version of this article (generated by AI). Hello, Reader. One of the world’s first motion pictures captured what is now an everyday sight. But in 1896, it might as well have been a horror film. L’Arrivée d’un train en … Read more
GM Up 14%, F Down 3% Since Q2 Earnings: Which Is the Better Buy Now?
U.S. legacy automakers Ford F and General Motors GM have moved in different directions since their second-quarter earnings reports. GM has gained 14.4% since reporting on July 21, while Ford is down 3% since its July 28 results. That divergence is notable because both automakers delivered stronger earnings and raised their full-year outlooks. So, the question is … Read more
The AI Trade Is Back On – Here’s Where to Look Next
NVIDIA just shattered Wall Street’s slowdown thesis. Now, attention could quickly shift to the companies powering the broader AI buildout… Few video games are easier to understand – or harder to master – than Tetris. It began as a simple program created by a Soviet engineer in 1984. Five years later, Nintendo put it in … Read more