Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…
Nvidia stock rises 7% after blockbuster earnings boost AI confidence
Nvidia shares rose on Thursday after the chip giant’s revenue guidance reassured investors that AI demand will remain…
Nvidia is connecting GPU customers with data centers in the Nordics: sources
Nvidia is playing matchmaker, trying to connect companies with its graphics processing units to data-center operators that have…
Situational Awareness filing shows AI bets before forced portfolio sale to Citadel
Leopold Aschenbrenner’s latest regulatory filing shows Situational Awareness loaded up on a group of artificial intelliegence stocks just…
Nebius has tripled in 2026, but it can rise more, Bank of America says
Nebius Group has more than tripled this year due to the artificial intelligence boom, but it still has…
Alphabet, Tesla test investor patience AI spending overshadows growth
(L-R) Google CEO Sundar Pichai speaks and Tesla and SpaceX CEO Elon Musk arrive for the inauguration ceremony…
Fireworks hits $17.5 billion valuation and $1B in annualized revenue
Fireworks founders pose for a photo at the startup’s headquarters in San Mateo, California. From left in front…
AI executives says demand ‘almost unlimited’ amid stock volatility
Master | Moment | Getty Images Chip stocks have had a blistering rally over the past year as…
Meta stock pops on cloud push to sell excess AI compute power capacity
Shares of Meta popped 10% on Wednesday following news that the company is building out a new cloud…
AI stock surges after an ex-OpenAI employee’s fund disclosed a stake
Nebius, which was spun out from Russian internet giant Yandex, provides graphics processing units or GPUs for training…
Bloom Energy rises 2% after partnership with European AI cloud firm
Bloom Energy power storage equipment in San Ramon, California. Smith Collection | Gado | Archive Photos | Getty…
Wall Street is getting bullish on neoclouds. These stocks hold more risk than other AI plays
There’s a lot of market buzz on the emerging crop of companies known as neoclouds, but these stocks…