The stock market cares more about future earnings potential than the past -- and that may be why Nvidia, Microsoft, Apple ...

Doug and Lee examine Nvidia’s historic rally, fueled by massive AI infrastructure spending and market dominance, while noting ...

The AI trade has reignited in recent weeks, putting the semiconductor designer on the brink of a $4 trillion valuation.

New B200 & B300 fleet lifts total to 4.3k GPUs, unlocking next-gen training and inference at scale ...