Intel spent years struggling to regain its technology edge as investors fretted about lost market share, manufacturing problems, and eroding profitability. Now the company faces a very different problem. Maybe it got too few chips. Intel (INTC) shares surged 9.1% to $104.47 on Sept. 8, even as the broader market declined, after DigiTimes reported that
Warren Buffett gave investors a remarkably simple warning 25 years ago. Now the market has blown straight through it. In a 2001 Fortune article, Buffett called the value of publicly traded U.S. stocks relative to the economy “probably the best single measure of where valuations stand at any given moment,” Business Insider noted. His danger
OpenAI’s newest model just gave Wall Street a fresh reason to debate which chipmakers actually win in the AI race. Jim Cramer weighed in with a clear answer on live television. His picks reflect two very different roles the same handful of companies now play in building and running the biggest AI models on the
Anthropic and OpenAI made this accusation seven months ago. Both AI labs told Washington that Chinese firms were quietly harvesting their models to train rivals, and for months, the claim sat as a private-sector complaint. This week, the U.S. government put its name on it. The National Security Agency, the FBI and the Cybersecurity and
Investors tend to hesitate before buying a stock that has already climbed more than 1,000%, as that kind of gain usually signals the easy money is gone. However, Mike Khouw just said something noteworthy on a stock like that. On CNBC’s “Options Action,” the veteran options trader presented a bullish case on Vertiv Holdings Co.
Stocks are trading in their historically weakest month, even as the S&P 500 remains up roughly 22% from its March lows. The rally masks a severe imbalance has opened between the buying power systematic funds have left and the forced selling they could unleash if prices drop. Bank of America estimated the size of that
The car sitting in your driveway already does a lot of things you probably never told it to do. It checks for software updates, reports its own diagnostics, and talks to networks you never think about. The next thing it might do is spend your money, and a growing number of companies are building the
Wall Street just handed SpaceX a new price target, and the case behind it comes down to a single technical challenge rather than the company’s rockets, satellites and AI ambitions combined. If Elon Musk solves it, the upside case gets much bigger. If he does not, so does the risk. The call adds another data
Apple Inc. (AAPL) has been one of my favorite stocks over the years. I’ve recommended it several times over the past couple of decades – and every time, we’ve sold it for a gain. We first bought the stock in November 2004 and sold it in October 2008 for a 253% gain. Then we bought
Sports apparel maker Nike ended the last trading week among the worst-performing stocks on the S&P 500 over the past decade, falling nearly 80% from its all-time while while trading at a 12-year low. On Sept. 4, the S&P Dow Jones Indices announced that Nike will be dropping out of the S&P 100 before trading