Top Analyst Says It’s Not Too Late to Buy These 2 AI Chip Giants
It’s no secret that the AI boom of recent years has been a primary driver of market gains,…
The AI build-out has a problem that $1 trillion in cash can’t fix
Now that earnings season is nearly done, there are new — and even bigger — forecasts of how…
Arm shares dive after hours despite forecasts above estimates
By Juby Babu and Max A. Cherney July 29 (Reuters) – Arm Holdings signaled strong demand from AI…
Why public pension funds face greater valuation risk than ever, even as funding improves – Pensions & Investments
Why public pension funds face greater valuation risk than ever, even as funding improves Pensions & InvestmentsUS Public Pension…
Councillors in rural county bordering Calgary vote to pause data centres
Fans that are part of a cooling system are seen on the roof of a data center, Monday,…
NVIDIA Pursues $750 Billion in New AI Deals Despite Financing Scrutiny
This article first appeared on GuruFocus. NVIDIA (NASDAQ:NVDA), the dominant producer of artificial intelligence processors, is pursuing more…
‘The AI trade is still on’: Wall Street sees Big Tech’s spending as positive for semiconductor stocks
The AI trade this year has been centered around infrastructure plays, including chips, networking equipment, and data center…
Jensen Huang Signed Toyota, Fanuc, Kioxia, and 5 Other Japanese Industrial Giants Into Nvidia’s Physical AI Coalition This Week. Nvidia Has $1 Trillion in Confirmed Demand Through 2027.
Nvidia (NASDAQ: NVDA) stock is up 12% year-to-date, outperforming the Nasdaq’s roughly 9% return at the time of…
Intel forecast crushes estimates as AI boom boosts chip demand; shares jump
By Anhata Rooprai and Stephen Nellis July 23 (Reuters) – Intel forecast quarterly profit and revenue above estimates…
Jensen Huang’s $4 Trillion Artificial Intelligence (AI) Projection Could Propel Nvidia’s Market Cap to $20 Trillion
Nvidia (NASDAQ: NVDA) enjoys one particular attribute that is a hallmark of many successful companies: It’s still being…
Beyond rockets and satellites, SpaceX is quietly building an AI compute business that may become key to its eye-popping valuation
Under pressure by analysts to justify its eye-popping valuation, SpaceX is diversifying beyond rockets and satellites to a…
How Apple’s big lawsuit could disrupt OpenAI’s IPO plans
Loading the player… Apple filed a trade secrets lawsuit against OpenAI last Friday, and it’s not messing around. The complaint alleges a pattern…