NVIDIA vs Micron: One Controls the AI Platform, Other Controls the Bottleneck. Only One Bet Will Pay Off in 2027.
Quick Read NVDA surged 85% YoY while MU exploded 346%, yet Micron’s 8x forward P/E signals deep skepticism…
Forget Nvidia: This Infrastructure Upstart Is The Real Backdoor AI Winner
Nvidia (NASDAQ: NVDA), the world’s largest producer of data center GPUs, is the linchpin of the booming AI…
China’s AI stocks surge 65% in first half but bubble fears begin to weigh on sentiment
China’s artificial intelligence stocks entered the second half of 2026 with improving earnings momentum, but first-half results and…
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…
3 Top AI Stocks to Buy in July
Quick Read NVDA and MSFT each pulled back sharply in June but both sit somewhere between 35 and…
Palantir Jumps 9% on NVIDIA Sovereign-AI Deal, Palo Alto Networks Climbs 4%
Quick Read PLTR stock jumped 9% after announcing its NVIDIA sovereign-AI partnership, while PANW stock climbed 4%, though…
Palantir Billionaire Karp Blasts AI Industry As ‘Effing Insane’
Topline Palantir CEO Alex Karp on Wednesday called the AI industry “effing insane” in a heated interview on…
Alex Karp Touts Palantir-Nvidia Partnership For Secure AI, Criticizes OpenAI And Anthropic Over Lack Of IP Protection
Karp touted Palantir’s offerings for warfighters and U.S. allies around the world, stating that the company believes these…
SpaceX Is ‘Much More Of An AI Play’ Than A Space Company, Says Dan Ives — Here’s The Bull Case
Wedbush initiated coverage on SpaceX with an ‘Outperform’ rating, citing long-term AI-driven upside. Ives expects strength across software…
Taiwan raids Super Micro in Nvidia AI chip smuggling probe
Taiwan’s Keelung District Prosecutors Office raided the Taiwan offices of Super Micro Computer and two other firms Monday…
China claims biggest AI model trained on local chips, as Meituan releases LongCat-2.0
As China attempts to move beyond using domestic chips solely for model inference, food delivery giant Meituan released…
Is The Deal Between Nvidia and Palantir a Game Changer?
There’s no denying that one of the biggest trends over the past several years has been the growing…