Michael Burry, the ‘Big Short’ investor who predicted the financial crash of 2008, is not backing down in his criticism of big-tech names, in particular Nvidia (NASDAQ: NVDA).The chipmaker, the stock market veteran argued in a post published on his Substack on February 26, has seen a sharp rise in long-term purchase obligations, which he sees as a potential structural risk.More specifically, reviewing Nvidia’s fiscal 2026 Form 10-K, Burry highlighted that the company’s purchase obligations surged to $95.2 b ...

Nvidia NVDA stock today: Even after forecasting first-quarter revenue well above the average analyst estimate and reporting a 73% jump in fourth-quarter sales, Nvidia's stock dropped on Thursday. The muted response suggests that, despite blockbuster growth, investors are still uneasy about how long the artificial intelligence boom can last.Why Nvidia Stock (NVDA) Fell Despite Strong EarningsThe chipmaker has become the world’s most valuable firm on the back of explosive AI demand. Its stock has climbed roug ...

We recently published 12 Stocks on Jim Cramer’s Radar.  Booking Holdings Inc. (NASDAQ:BKNG) is one of the stocks on Jim Cramer's radar. Booking Holdings Inc. (NASDAQ:BKNG) is a technology company that provides travel services. Its shares are down by 18% over the past year and by 23% year-to-date. Morgan Stanley discussed the firm on February 24th. It bumped Booking Holdings Inc. (NASDAQ:BKNG)’s rating to Overweight from Equal Weight and cut the share price target to $5,500 from $6,150. The bank commented ...

We recently published 12 Stocks on Jim Cramer’s Radar.  Salesforce Inc (NYSE:CRM) is one of the stocks on Jim Cramer's radar. SaaS firm Salesforce Inc (NYSE:CRM) is a stock that’s been constantly on Jim Cramer’s radar in today’s AI era. Enterprise software firms have come under investor scrutiny due to AI’s ability to enable companies to develop software without extensively relying on experienced software engineers. Most of Cramer’s comments about Salesforce Inc (NYSE:CRM) have focused on the split in the ...

We recently published 12 Stocks on Jim Cramer’s Radar.  CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks on Jim Cramer's radar. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a cybersecurity company. Its shares are down by 6.3% over the past year and by 21% year-to-date. The stock tumbled last week after AI firm Anthropic announced a new cybersecurity tool to enable code scanning and rectification for vulnerabilities. Cramer has been a long-time proponent of the cybersecurity sector and has favo ...

We recently published 12 Stocks on Jim Cramer’s Radar.  Apple Inc. (NASDAQ:AAPL) is one of the stocks on Jim Cramer's radar. Consumer electronics giant Apple Inc. (NASDAQ:AAPL) is the only mega-cap technology firm that hasn’t massively invested in AI infrastructure. The absence of AI investment hasn’t gone unnoticed on either Cramer’s or Wall Street’s radar. While investors and analysts hold a mixed view, the CNBC TV host believes that Apple Inc. (NASDAQ:AAPL) has pulled off a masterstroke by choosing to ...

We recently published 12 Stocks on Jim Cramer’s Radar.  Meta Platforms, Inc. (NASDAQ:META) is one of the stocks on Jim Cramer's radar. Social media giant Meta Platforms, Inc. (NASDAQ:META)’s shares are down by 1.8% over the past year and flat year to date. Citizens Financial discussed the firm on February 10th as it kept a Market Outperform rating and a $900 share price target. The firm remarked that Meta Platforms, Inc. (NASDAQ:META) was benefiting from a growth in Instagram engagement as global time spe ...

We recently published 12 Stocks on Jim Cramer’s Radar.  Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the stocks on Jim Cramer's radar. Chip designer Advanced Micro Devices Inc. (NASDAQ:AMD)’s shares are up by 105% over the past year and down by 4% year-to-date. February has been a tough month for the stock as it closed 17% lower on the 4th after the firm’s fourth quarter earnings. On the same day, Baird discussed Advanced Micro Devices Inc. (NASDAQ:AMD)’s shares. It kept an Outperform rating and a $ ...

Key Takeaways Arista surpassed 150 million cumulative port shipments in Q4 2025 under its Arista 2.0 strategy.ANET is investing in AI, SaaS and adjacent markets to drive growth and broaden its customer base.Arista leads in 100-gig Ethernet and is gaining traction in 200- and 400-gig switching for cloud networking.Arista Networks, Inc. (ANET) is gaining healthy momentum as the Arista 2.0 strategy is resonating well with customers. The company surpassed shipments of 150 million cumulative ports in the fourth ...

Advanced Micro Devices, Broadcom Stocks Drop After Nvidia Earnings. Here's Why. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Advanced Micro Devices and Broadcom Stocks Drop After Nvidia Earnings. Here's Why.By [Nate Wolf]ShareResize---Re ...