Top Analyst Says It’s Not Too Late to Buy These 2 AI Chip Giants
It’s no secret that the AI boom of recent years has been a primary driver of market gains,…
Qualcomm debuts line of AI data center chips and systems, increasing competition with Nvidia
Qualcomm (QCOM) is dramatically expanding its presence in the AI data center wars with a slew of announcements…
Micron Stock Surged 9x But History Suggests Caution.
Image by Nico Franz from Pixabay Micron Technology’s stock has risen by almost 9x over the past twelve…
I Sold My Warner Bros. Shares and Bought These 2 Growth Stocks Instead. The AI Supercycle Made It Obvious.
With Warner Bros. Discovery in the process of being acquired, I sold my shares in the company and…
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…
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…
TSMC’s Strong Outlook Fires Up Hopes of Sustained AI Boom
Bloomberg, company filings (Bloomberg) — Taiwan Semiconductor Manufacturing Co. is earmarking as much as $56 billion in capital…
Here’s Why Taiwan Semiconductor Manufacturing Holds the Keys to AI’s Explosive Growth
Taiwan Semiconductor Manufacturing (TSM) controls advanced packaging capacity that determines which AI chipmakers can scale production. Google reportedly…
Palantir Billionaire Peter Thiel Sells Nvidia and Buys an AI Stock Up 476,900% Since Its IPO
Thiel Macro, a hedge fund led by billionaire Peter Thiel, sold its entire stake in Nvidia during the…