Nvidia just locked down deal that changes AI race
South Korean President Lee Jae Myung flew to San Francisco on July 24 for a summit with the…
Neocloud Stocks vs. the Hyperscalers — Who Actually Wins AI Capex Boom?
These are unprecedented times, with companies pumping hundreds of billions of dollars into capital expenditures — data centers,…
SpaceX Has a $1.6 Trillion Opportunity That May Eclipse Its AI Business
Most of the buzz lately around Space Exploration Technologies (NASDAQ: SPCX) centered on its artificial intelligence (AI) ambitions, including the…
Jamie Dimon Says He Has Seen the Numbers and SpaceX’s Orbital Data Centers ‘Could Actually Work’ Despite Technical, Valuation Risks
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. JPMorgan…
Google’s profits are outrunning its AI spending boom: AlphaCheck
Alphabet’s (GOOGL) AI spending has surged. So have sales and profits. Earnings after the bell will show whether…
Cathie Wood Says SpaceX Could Be the Most Important Company in History, and She’s Buying the 38% Dip
Quick Read Tesla holds a $2 billion SpaceX equity stake while Rocket Lab’s revenue grew 63% year over…
Can Nebius Group Really 10X by 2030? The Math Says Yes
Quick Read Nebius holds $46 billion in signed contracts with Microsoft and Meta, anchoring its path to $33…
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…
The AI ‘Memory Wall’ Is About to Get a Lot Taller: These 3 Stocks Will Win Big
Quick Read Morgan Stanley projects memory will grow from 12% to 40% of cloud infrastructure spending by 2030,…
3 AI Stocks That Can Outperform Nvidia Next Year
Nvidia went on an incredible run to become the world’s most valuable publicly traded company, but its 11%…
Jensen Huang Told CES 2026 That Memory Is Now the Biggest Bottleneck in AI. Micron and Sandisk Have Outperformed Nvidia’s Stock Ever Since.
CES, held annually in January, is one of the most important trade shows where tech companies go to…
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…