Super Micro Jumps 13% on Record $60B Order Backlog; Dell, HPE Rally on AI Server Read-Through
Quick Read SMCI surged 13% after Super Micro Computer’s Q4 gross margin guidance jumped to 15%-17%, far above…
Inference startup Infinity raises $15M from Touring Capital, OpenAI and Athropic researchers
AI infrastructure company Infinity announced a $15 million raise at a $100 million valuation on Monday from investors including Touring…
Jensen Huang’s $4 Trillion Artificial Intelligence (AI) Projection Could Propel Nvidia’s Market Cap to $20 Trillion
Nvidia (NASDAQ: NVDA) enjoys one particular attribute that is a hallmark of many successful companies: It’s still being…
Here Are My Top 3 Artificial Intelligence Stocks to Buy Right Now
The artificial intelligence (AI) race is far from over, and plenty of cloud computing capacity still needs to…
Earnings From Taiwan Semiconductor and ASML Show Soaring Demand, So Why Are AI Stocks Falling? (And Here’s What Investors Should Do Next.)
Artificial intelligence (AI) stocks have been on fire in recent years, leading the S&P 500 higher in this…
The 1 AI Chip Stock I’d Buy Hand Over Fist in This Sell-Off — and It Isn’t Nvidia.
The AI chip trade has cracked this month. Micron Technology has dropped about 32% in three weeks. Broadcom…
What Do SpaceX, AMD, and Palantir Have in Common?
Space Exploration Technologies (NASDAQ: SPCX), AMD (NASDAQ: AMD), and Palantir Technologies (NASDAQ: PLTR) may seem like an odd…
3 AI Stocks That Can Outperform Nvidia Next Year
Nvidia went on an incredible run to become the world’s most valuable publicly traded company, but its 11%…
Someone Paid Almost $1 Million For Jensen Huang’s Leather Jacket, Should Be Executed by Swirlie
Sometimes the actions of gross dweebs cross a line. I don’t believe in capital punishment. No, you shouldn’t…
Jensen Huang Told CES 2026 That Memory Is Now the Biggest Bottleneck in AI. Micron and Sandisk Have Outperformed Nvidia’s Stock Ever Since.
CES, held annually in January, is one of the most important trade shows where tech companies go to…
Alibaba targets Nvidia’s dominant software ecosystem with open-source AI stack
Alibaba Group Holding’s chip design unit, T-Head, has announced that it will open-source its proprietary software stack, marking…
Dell Technologies vs. NVIDIA: Which Artificial Intelligence Stock Is a Better Buy in 2026?
Choosing between established hardware leaders and high-growth chipmakers requires balancing value with momentum. Should you bet on Dell…