$NVDA

Marvell Trades Richer Than Broadcom to Be the Runner-Up in Custom AI Chips

There is a booming corner of the AI economy that gets less attention than Nvidia but may matter almost as much: custom silicon. The largest cloud companies — Amazon, Google, Microsoft, Meta — are incr…

MRVL AVGO NVDA+1

Arm Is in Every Phone and Priced Like It's in Everything Else

Arm Holdings owns one of the most enviable positions in all of technology. Its chip designs are inside virtually every smartphone on Earth, and it collects a small royalty on each one — a toll on the …

ARM NVDA QCOM+1

Microsoft Booked a $5.9 Billion Gain on a Company That Loses Billions

Microsoft is the bluest of blue chips, the steadiest mega-cap in the market, a fortress of recurring software profits. So it is worth pausing on a line buried in its accounts: over the nine months end…

MSFT NVDA AMZN+1

Washington Bet Billions on Intel's Comeback. Its Customers Haven't.

Intel's stock has roughly tripled, and the reason is the most impressive collection of backers any turnaround has ever assembled. The United States government took an ownership stake of about 10% — a …

INTC TSM NVDA+1

Vertiv Sells the Picks and Shovels of the AI Boom. It's Priced Like the Gold.

The oldest piece of wisdom in a gold rush is to sell the picks and shovels — to get rich supplying the miners rather than gambling on which one strikes the vein. It is wisdom precisely because it is s…

VRT ETN NVDA+1

Amazon Is Spending $200 Billion on AI. Its Free Cash Flow Just Fell 95%.

Related tickers — live prices:

AMZN MSFT GOOGL+1

The Decay

Here is a magic trick the financial industry performs in plain sight. It takes a stock that rose 48% in a year, wraps it in a product that promises twice the daily move, sells it to retail investors b…

NVDL TSLL MSTU+1

The Other Chip

There is a company whose stock doubled in a year on the strength of a single story: that it is finally about to catch the most valuable company on Earth. The story has been told, in one form or anothe…

AMD NVDA INTC+1

The Hands

The most valuable startups in the world are no longer just building software minds; they are building bodies. A company whose robots are still in early pilot deployments, with revenue a rounding error…

TSLA NVDA BOTZ+1

The Supercycle

For thirty years it has been the most reliably cyclical business in all of technology: memory chips boom, the makers pour their profits into new factories, two years later the new supply floods the ma…

MU NVDA WDC+1

Whatever It Takes

The man who controls the votes has decided that artificial superintelligence is imminent, that whoever builds the infrastructure first wins everything, and that his company will therefore spend whatev…

META NVDA AVGO+1

The Custom Job

It has been crowned the second great winner of the AI chip boom — the company the hyperscalers turn to when they want to escape Nvidia's grip and design their own silicon. Its AI revenue is tripling, …

AVGO NVDA GOOGL+1

The One Machine

Beneath the company that makes nearly all the world's advanced chips sits a company that makes the one machine without which those chips cannot be made at all — a single firm in the Netherlands, the o…

ASML TSM INTC+1

The Single Point of Failure

Almost every advanced chip on Earth — every Nvidia accelerator training every AI model, every processor in every iPhone, the silicon inside the weapons, the cars, the data centers, the banking systems…

TSM NVDA AAPL+1

The Challenger

It was supposed to be the careful one — the safety-first lab, the adults in the room, the company that would build artificial intelligence slowly and responsibly while everyone else raced for the clif…

AMZN GOOGL NVDA+1

The Server Room

This company was thrown off the Nasdaq once already, in 2018, for the way it recognized revenue. It settled with the SEC for $17.5 million in 2020, its chief executive clawing back two million dollars…

SMCI DELL HPE+1

Patient Zero

Nvidia is the most valuable company in history, the keystone of the AI boom, and the single stock that more of the world's money depends on than any other. It is also a company whose revenue increasin…

2026-06-10

NVDA MSFT ORCL+2

The Peak It Knows

SoftBank just became Japan's most valuable company for the first time since the dot-com peak of 2000. The last time it stood on this summit, its stock fell 99% and Masayoshi Son lost more money than a…

SOFTBANK TOYOTA SFTBY+2

Sixty-Seven Times

Palantir is a genuinely great company — profitable, growing 70% a year, dominant in AI and defense. That is precisely what makes it dangerous. At sixty-seven times sales it is priced for a decade of p…

PLTR NVDA AVGO+2

The Landlord's Gamble

Oracle has borrowed more than $100 billion and is burning cash faster than at any point in its history to build $300 billion of data centers for a single tenant — one that loses fourteen billion dolla…

ORCL NVDA MSFT+2

Index of One

You think you own five hundred companies. You own about seven. The most popular "diversified" investment on earth has quietly become a leveraged bet on a single trade — and the last time this group cr…

SPY RSP MAGS+2

The Ouroboros

OpenAI has filed to go public at up to a trillion dollars. It loses fourteen billion a year, has promised more than a trillion in spending it cannot afford, and sits at the center of a circle in which…

MSFT NVDA ORCL+2

The Tell

The founders built the most talked-about company of the AI boom and rode it up roughly 150%. Since their shares came unlocked they have converted $2.3 billion of their own paper into cash — and not on…