Super Micro Jumps as AI Server Demand Explodes — Nebius Struggles to Keep Pace
This article first appeared on GuruFocus. Nebius (NASDAQ:NBIS) and Super Micro Computer (NASDAQ:SMCI) present contrasting routes to benefit…
Can AI Hype Justify a 176% Surge?
This article first appeared on GuruFocus. Market participants are bracing for Micron Technology (NASDAQ:MU) to report earnings after…
AI Power Darling Fermi Implodes After $150M Deal Collapses
This article first appeared on GuruFocus. Analysts and investors are reassessing the outlook for Fermi Inc. (NASDAQ:FRMI) after…
UiPath Stock Soars — Crushes Earnings Forecasts With Explosive AI Automation Demand
This article first appeared on GuruFocus. UiPath (NYSE:PATH) shares surged more than 8% on early Thursday after the…
Michael Burry Takes on Nvidia’s AI Surge
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) just got a loud new critic, and it happens to…
Meta Throws Billions at Google AI Chips — The Winners and Losers
This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL) is stepping up production of its in-house Tensor Processing Units,…
Chip Stocks Jump as AMD Forecasts Massive AI-Driven Revenue Boost
This article first appeared on GuruFocus. U.S. stocks opened higher on Wednesday as upbeat earnings and renewed AI…
Supermicro Slides 9%, But Its AI Pipeline Looks Massive
This article first appeared on GuruFocus. Supermicro (NASDAQ:SMCI) had a rough night on Wall Street. Shares sank about…
China Floods U.S. Market With $1B a Day–Even Trump’s 55% Tariffs Can’t Stop It
This article first appeared on GuruFocus. Chinese exports are holding their ground in Donald Trump’s renewed trade war,…
Alphabet (GOOGL) Shares Slide After OpenAI Drops Teaser For New AI Browser
This article first appeared on GuruFocus. Oct 22 – Alphabet (NASDAQ:GOOGL) shares fell nearly 2.5% on Tuesday after…
Nvidia, AMD Stocks Tumble as U.S. Senate Targets AI Chip Exports to China
This article first appeared on GuruFocus. Oct 10 – Shares of two Semiconductor giants, Advanced Micro Devices (NASDAQ:AMD)…
Quantum Computing Taps Investors for $750 million in Oversubscribed Deal
This article first appeared on GuruFocus. One of this year’s biggest high-flyers, Quantum Computing Inc. (NASDAQ:QUBT), is doubling…