Nvidia’s Backstop Universe – Heads I Win, Tails Who Loses?
Follow the money behind the AI buildout with our AI Compute, Capital and Markets Model – understand who…
Bloom Energy, Stock Of The Day: AI Energy Play Nears Buy Point, S&P 500 Entry
Bloom Energy Bloom Energy BE $ 274.89 $16.40 6.34% 15% IBD Stock Analysis Working on very deep cup…
Can HPE Sustain Its AI Infrastructure Momentum Amid the Capex Cycle?
Hewlett Packard Enterprise HPE is increasingly positioning itself as a key beneficiary of enterprise AI infrastructure spending, with…
TSM’s Record Sales Say AI Chips Are Booming. The Nvidia-AMD Fight Is Now About Who Keeps the Margin
NVIDIA Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) are competing for AI accelerator share, but Taiwan Semiconductor…
The days of the sub-$100 smartphone may be numbered
The days of the sub-$100 smartphone may be numbered as memory costs soar, with China seeing one of…
Musk Said AI Would Double the World Economy, Then Two Hours Later Came a Warning From Inside Anthropic
Quick Read NVDA sits 29% higher over the past year as both AI optimists and doomers ultimately funnel…
Meta’s AI Program Prompted Internal Revolt, Program Suspended
This spring, members of Meta’s elite AI unit, TBD, decided that the social media giant needed an edge…
Oracle Posts Cloud Sales That Top Estimates on Surging AI Demand
(Bloomberg) — Oracle Corp. reported growth in its cloud computing business that topped analysts’ estimates, suggesting the company’s…
SK Hynix, Samsung Shares Dip In Korea After DeepSeek Debuts AI Tech That Uses Less Memory – Micron, SanDisk Hold Up
DeepSeek says its latest model cuts HBM and SSD requirements through a more efficient architecture. Samsung and SK…
A Chinese humanoid-robot startup flips ‘distillation’ claim on OpenAI
The CEO of an Ant-backed humanoid robotics startup has published a letter to OpenAI in Chinese that raises…
Is Oklo the Next Great AI Power Story? Here’s the Bull Case.
Artificial intelligence (AI) stocks have lately felt as up and down as waves in a wave pool. If…
Sam Altman: Please Let OpenAI Into the Energy Grid
OpenAI CEO Sam Altman has held meetings with officials from major power companies about electrical grid security—and surprise,…