Beyond NVIDIA: 2 AI Data Center Stocks to Buy for More Upside
The AI boom is creating a second layer of investment opportunities beyond the chips that power it. As…
Prediction: Not Micron. This Artificial Intelligence (AI) Stock Could Be the Biggest Winner of the Next Infrastructure Bottleneck
Memory chip demand has been exceeding supply thanks to artificial intelligence (AI) data centers, and that’s not surprising,…
Wall Street Keeps Hiking Its Price Targets on This AI Powerhouse
Quick Read AMD’s Data Center segment surged 57% YoY to $5.8B in Q1, pushing total revenue to $10.3B…
3 AI Stocks to Buy on the Recent Tech Dip
After a huge run this spring, the tech sector took a breather, giving back some of its big…
Qualcomm’s Reported Tenstorrent Talks Test Lofty Valuation And AI Ambitions
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Qualcomm Tenstorrent Interest Puts AI Data Center Ambitions In Focus
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revenue up 38% on AI chip demand
AMD reported first-quarter revenue of $10.3 billion on Monday, up 38% from a year earlier, as demand for…
Every Major Hyperscaler Is Moving To Arm — Here’s Why It Matters
Counterpoint Research noted on Thursday that the AI infrastructure market is undergoing a structural shift as hyperscalers increasingly…
US Considers Requiring Permits for Nvidia, AMD Global AI Chip Sales
(Bloomberg) — Nvidia Corp. has long been the world’s AI kingmaker. Now, the Trump administration is considering taking…
Wall Street Says This Artificial Intelligence (AI) Stock Is a Bargain Hiding in Plain Sight
Arista Networks (NYSE: ANET) may not be the most sought-after artificial intelligence (AI) stock. But Wall Street’s consensus…
Samsung Claims Lead in Race to Ship AI Chips to Nvidia
Bloomberg (Bloomberg) — Samsung Electronics Co. claimed an early lead in the race to supply advanced memory for…
Samsung ships latest HBM4 chips to catch-up in AI race
By Hyunjoo Jin SEOUL, Feb 12 (Reuters) – Samsung Electronics said on Thursday it had started shipping its…