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%…
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…
Chip Stocks Are Buys on Weakness — A Top Name That Pros Expect Big Things From in the Second Half
Quick Read JPMorgan sees chip weakness as a buying opportunity while Morgan Stanley flags a rotation, and both…
$130 Billion in AI Data Centers were Just Blocked. Where Does the AI Boom Go Now
In September, Google walked away from a $1 billion data center outside Indianapolis, pulling its Franklin Township proposal…
Is the “Magnificent Seven’s” Plan to Spend $700 Billion on AI Capex in 2026 Going to Lead to an Overbuild? Meta’s CEO Mark Zuckerberg May Have Just Revealed the Answer.
The “Magnificent Seven” plan to spend more than $700 billion on artificial intelligence capital expenditures this year, a…
Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up
Quick Read Marvell’s data center revenue hit 76% of total sales, with 50+ custom AI design wins targeting…
Nvidia CEO Jensen Huang Highlighted a New AI Bottleneck. 3 AI Stocks That Could Benefit.
Energy and memory stocks have been pick-and-shovel winners in the artificial intelligence (AI) market as supply can’t keep…
Why Solaris Energy Infrastructure (SEI) Is Down 12.5% After Boosting EBITDA Guidance And Securing AI Power Deal
In recent weeks, Solaris Energy Infrastructure attracted increased attention after Needham began covering the company with a positive…
Micron vs. Intel: Which AI Stock Is the Better Buy?
Micron Technology (NASDAQ: MU) and Intel (NASDAQ: INTC) have been some of the top-performing stocks of the year.…
Better Artificial Intelligence (AI) Stock: Alphabet vs. Micron Technology (the Winner May Surprise You)
In the artificial intelligence (AI) investing sector, there are several ways to play the trend. You can invest…
Is Oracle’s New AI Agent Suite Quietly Rewriting Its Data Center Story (ORCL)?
In late June 2026, Oracle unveiled new AI-powered tools across its cloud applications, including Oracle Manager Edge in…
3 AI Stocks to Still Buy If Inflation Stays Sticky
The U.S. inflation rate rose 4.2% year over year in May, marking its highest rate in three years…