AI’s $15 Trillion Opportunity Is Just Getting Started
Quick Read NVIDIA guided $91 billion for Q2 FY27 (excluding China) after Q1 Data Center revenue surged 92%…
Analysts Think AI Demand Has No Ceiling And Raised AMD’s Price Target Again
Quick Read Ruben Roy raised AMD’s price target to $635 from $450, citing 57% YoY Data Center revenue…
Is it time to enter the Tillyverse? Seven things you need to know about AI ‘actor’ Tilly Norwood | Tilly Norwood (AI character)
Could Tilly Norwood be Hollywood’s next big name? She’s been billed as the next Scarlett Johansson, was profiled…
Chief Investment Strategist: “We Are Spending Almost 3% of GDP on AI” as Stocks Tune Out Global Conflict on “Astronomical Investment”
Quick Read NVIDIA’s Data Center revenue surged 92% to $75 billion while Micron shares soared 248% year to…
SK Hynix set for 22% pop in Nasdaq debut, testing strength of AI boom
Investing.com — SK Hynix shares were indicated to open about 21% higher in their U.S. trading debut on…
Micron raises U.S. investment to $250 billion for AI memory chips
Micron Technology announced Thursday it is raising its planned U.S. investment to more than $250 billion through 2035,…
HBM prices could double by 2027 on surging AI demand, DigiTimes reports
Investing.com — High-bandwidth memory (HBM) pricing is on track to more than double by 2027, driven by a…
The real reason Meta shares are surging has nothing to do with its new AI model
While the headlines are buzzing about Meta’s shiny new Muse Spark 1.1 AI model and its pivot to…
A New Experiential Gallery Just Might Change Your Mind About AI Art
“I think we are literally in a renaissance,” says the artist Refik Anadol, in a characteristically optimistic comment,…
Shopify could get a boost from the agentic AI craze, Stifel says
Shopify is poised to bounce back as a potential boom in autonomous shopping and other artificial intelligence-fueled technology…
The Tech Download: Teen social media bans miss a key part of the puzzle: AI chatbots
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. A…
The Coming Power War That Will Define the AI Era
Every great economic era has been defined by a fight over a single resource. In the 19th century,…