Trump’s just-released National Security Strategy identifies China as an economic and military challenge. If that is so, how ...

TWII is up 22% this year to date in line with Nasdaq, but it has a better P/E ratio, easing fears of an AI bubble.

Nvidia is considering ramping up production of its powerful H200 AI chips after demand from Chinese companies surged beyond ...

Stifel is far from the only firm boosting targets and touting a bullish tone. Goldman Sachs' analysts expect Micron to ...

The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.” ...

Broadcom reported its Q4 earnings on November 11. During the earnings call Hock Tan, president and CEO of Broadcom, said: ...

In addition to being over-owned, Broadcom is also significantly overvalued. As a reference point, Broadcom is more expensive than NVIDIA Corp (NASDAQ: NVDA) by several metrics. This morning, on the ...

Explore why the S&P 500's mega-cap dominance isn't alarming, with strong profitability, fair valuations, and supportive market conditions.

Im Andres Acevedo, and this is The Market Exit. In this essay, I explore a question Ive been thinking about for years: Why ...

OpenAI and Meta were among the tech companies that sent lobbyists to the Democratic Governors Association's annual meeting, ...