Michael Burry Flags New AI Bubble Risk, Says GDP Growth Is ‘Really Counting On’ Data Center Buildout
Burry noted that private non-residential construction excluding data centers fell 7.9% year over year in June. According to…
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…
Nvidia Has Given a Massive Boost to This AI Infrastructure Stock. Buy It Before It Doubles in 3 Years
Shares of neocloud infrastructure provider Nebius Group (NASDAQ: NBIS) shot up nearly 19% on July 21 after it…
Greg Abel Sees AI-Powered Growth Ahead for This Berkshire Hathaway Subsidiary. Can This Catalyst Help the Conglomerate Outperform in the AI Era?
Although the company holds a sizable stake in Alphabet, much like his predecessor, Warren Buffett, current Berkshire Hathaway…
Big Tech earnings will put focus on AI spending
Big Tech earnings kick off next week with Google (GOOG, GOOGL) and Intel (INTC) set to report results…
Marvell’s S&P 500 Debut And New AI Switch Might Change The Case For Investing In MRVL
In June 2026, Marvell Technology was added to the S&P 500 Equal Weighted Index and appointed veteran semiconductor…
AMD’s MEXT Deal And Ryzen AI Halo Sharpen AI Valuation Debate
Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge. AMD…
ABB Reshapes AI Data Center Focus As Robotics Move Nears SoftBank
Find your next quality investment with Simply Wall St’s easy and powerful screener, trusted by over 7 million…
New hybrid particles let light do computing once limited to electrons
For nearly 80 years, modern computing has depended on electrons rushing through circuits. This same idea powered the…
Marvell’s AI Partnerships With AMD Google And Amazon Test Lofty Valuation
Find your next quality investment with Simply Wall St’s easy and powerful screener, trusted by over 7 million…
AI Demand Didn’t 2-3x as Expected, ‘We 80x’d the Business’
Quick Read Anthropic’s AI demand dramatically exceeded internal projections, exposing a critical infrastructure bottleneck where megawatts have become…
Arm Slides After Smartphone Slowdown Overshadows AI Growth
(Bloomberg) — Arm Holdings Plc shares declined as much as 9% after a slowdown in the smartphone industry…