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Browsing Tag

AI infrastructure

142 posts
AArtificial intelligence
After Laying Off 8,000 Employees, Zuckerberg Admits Meta’s AI ‘Hasn’t Really Accelerated’ As Expected
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After Laying Off 8,000 Employees, Zuckerberg Admits Meta’s AI ‘Hasn’t Really Accelerated’ As Expected

  • July 7, 2026
Quick Read META shares have dropped 12% year to date as Zuckerberg admits AI development Meta cut 8,000…
AArtificial intelligence
3 Stocks to Buy on the AI Infrastructure Sell-Off
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3 Stocks to Buy on the AI Infrastructure Sell-Off

  • July 4, 2026
While the market has been driven higher by artificial intelligence (AI) stocks over the past few years, these…
AArtificial intelligence
Forget Nvidia: This Infrastructure Upstart Is The Real Backdoor AI Winner
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Forget Nvidia: This Infrastructure Upstart Is The Real Backdoor AI Winner

  • July 3, 2026
Nvidia (NASDAQ: NVDA), the world’s largest producer of data center GPUs, is the linchpin of the booming AI…
AArtificial intelligence
ASML Holding (NasdaqGS:ASML) Raises Revenue Guidance As AI Chip Spending Builds
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ASML Holding (NasdaqGS:ASML) Raises Revenue Guidance As AI Chip Spending Builds

  • July 1, 2026
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million…
AArtificial intelligence
Not Even Musk Has The Answer To AI’s Power Shortage
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Not Even Musk Has The Answer To AI’s Power Shortage

  • June 30, 2026
The White House issued a stark warning in July 2025: Without $1.4 trillion in new infrastructure investment, electricity…
AArtificial intelligence
Companies Are Spending $11.5 Million a Year on AI and Can’t Prove a Single Dollar Came Back
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Companies Are Spending $11.5 Million a Year on AI and Can’t Prove a Single Dollar Came Back

  • June 29, 2026
Quick Read Alphabet (GOOGL) raised $85 billion for AI infrastructure while the average enterprise spends $11.5 million annually…
AArtificial intelligence
Here's Why Taiwan Semiconductor (TSM) May Be the Smartest AI Infrastructure Buy Right Now
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Here’s Why Taiwan Semiconductor (TSM) May Be the Smartest AI Infrastructure Buy Right Now

  • June 26, 2026
There are many ways to invest in artificial intelligence (AI), but overall, there is no business better positioned…
AArtificial intelligence
The AI boom now has a price tag — and Micron just sent the bill: Chart of the Day
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The AI boom now has a price tag — and Micron just sent the bill: Chart of the Day

  • June 26, 2026
Micron’s blowout earnings did not just revive the AI trade. They showed how expensive it is becoming. The…
AArtificial intelligence
The $7 Trillion AI Boom Is Running Out of Power
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The $7 Trillion AI Boom Is Running Out of Power

  • June 26, 2026
Forget the chips. Forget the code. The most expensive, in-demand commodity in the entire $3-trillion AI revolution is…
AArtificial intelligence
Why SpaceX Could Become the Most Important AI Company Investors Aren't Calling an AI Company
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Why SpaceX Could Become the Most Important AI Company Investors Aren’t Calling an AI Company

  • June 24, 2026
In its S-1 filing ahead of its initial public offering (IPO), Space Exploration Technologies (NASDAQ: SPCX) showed its…
AArtificial intelligence
QCOM Stock Slides Premarket: Qualcomm's Dragonfly AI Push Gets Overshadowed By Nvidia's Computex Blitz
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QCOM Is Reportedly In Advanced Talks For $4B Acquisition Of AI Startup Modular

  • June 23, 2026
Semiconductor giant Qualcomm is in mature discussions to buy AI platform startup Modular Inc. in a deal valued…
AArtificial intelligence
How Nvidia’s Backing and New AI Deals At Marvell Technology (MRVL) Have Changed Its Investment Story
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Marvell’s S&P 500 Debut And New AI Switch Might Change The Case For Investing In MRVL

  • June 23, 2026
In June 2026, Marvell Technology was added to the S&P 500 Equal Weighted Index and appointed veteran semiconductor…
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