In its Q3 2026 investor letter, the Artisan Developing World Fund said Micron Technology, Inc
SpaceX is reportedly raising $40 billion in debt to buy Nvidia chips, according to Semafor
Oracle Cloud Infrastructure revenue reached $7.388 billion, up 121%, while AWS posted $42.232 billion, up 37%
A model projecting a $5,000 Marvell Technology stake to 2031 gave a base-case value of $6,763.50, from a proje…
Ray Dalio told a Singapore conference he saw a "classic bubble" close to bursting, after AI gains drove the S&…
Leo AI CEO Maor Farid warned that upcoming AI IPOs will face scrutiny of net revenue retention and gross margi…
Citi analyst Atif Malik upgraded AMD's price target and wrote that the total CPU market should expand from $29…
The technology and AI trade dominated Tuesday's market narrative, and major chipmakers jumped higher on increa…
Polymarket, the Polygon-based prediction market, puts 35% odds on NVIDIA Corp
AppLovin faces a federal securities fraud class action after disclosures about delays in its generative AI vid…
Salesforce bottomed in late June, down more than 40% YTD on fears AI agents would kill traditional software su…
The S&P 500 hit a new high, joining the Nasdaq composite, as the stock market rally continued Tuesday, with As…
Ciena stock rose 11% to $431.18, the largest gain of the three, while Arista Networks rose 4% to $214.34 and C…
Seagate fell 5% and Western Digital 4% early Tuesday after Nikkei reported last week that Toshiba will ramp up…
CNBC published analysis of Marvell's rosy long-term guidance and its implications for AI chip stocks, in a pie…
Marvell raised its 2028 revenue forecast, citing AI data center demand
Broadcom management outlined AI revenue projections of US$115b in 2027 and US$230b in 2028, backed by long-ter…
AMD rose almost 3% Tuesday to a fresh high of $649.42, as Meta's Muse runs on an AMD-powered computer and Open…
Morgan Stanley upgraded BorgWarner's stock, pointing to its AI power potential, and the shares jumped
Spreading about $5,100 across Nvidia, AMD, Broadcom, Taiwan Semiconductor Manufacturing, and ASML could yield…
Microsoft, Amazon, and Oracle disclosed huge contracted AI cloud backlogs: Azure at roughly $100 billion a yea…
The Dow Jones rose on the stock market today, while Seagate fell on a report and AMD popped
Nvidia's fiscal 2026 revenue reached $215.9 billion, up roughly 65.5% year over year, while ASML's fiscal 2025…
Over the trailing five years, insiders at Nvidia, Palantir, and Alphabet filed Form 4s showing roughly $17.5 b…
Nokia CEO Justin Hotard said customers would build data centers roughly twice as fast if supply constraints we…
On a recent episode of The AI Investor Podcast, Eric Bleeker and Austin Smith broke down Google's release of G…
On The AI Investor Podcast, co-hosts Eric Bleeker and Austin Smith discussed the future of robotics and how ph…
Dan Ives supported the bull case for Nvidia as its stock reached a fresh high, with Wall Street analysts sayin…
Nvidia, TSMC and Warner Bros
NetApp introduced Novus, a storage architecture it says exceeds 100TB/s of aggregate throughput, with a Data D…
Apple reported $109.42B revenue, up 16.4%, and $2.02 EPS versus the $1.89 consensus, while Tesla's $0.33 non-G…
GE Vernova booked $24.20B in second-quarter 2026 orders, up 88% organically, pushing its backlog to a record $…
Morgan Stanley said Nvidia and Broadcom are shielded as an AI power crunch hits the chip supply chain, Reuters…
A Seeking Alpha analysis argues Marvell Technology (NASDAQ:MRVL) is poised to thrive during the AI buildout
Goldman Sachs sees AI driving a global 'mine-to-magnet' investment cycle, with MP, CRML, TMC and UAMY stocks i…
Arista Networks' Q2 revenue growth accelerated to 38% year over year and it now expects 40% growth for 2026; B…
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60,000+ monthly readersMicrosoft stock scored an upgrade, with the company seen as a leader in trustworthiness when it comes to artif…
Morgan Stanley estimates U.S
Amazon is trading at its lowest-ever valuation as a public company — a 20x trailing P/E at $251 a share — per…
Global X began trading the Global X LLM ETF (NASDAQ:LLMA) on Sept
Anthropic could target an IPO as soon as the week of Nov
A Motley Fool analysis lays out three 2030 scenarios for Nvidia: about $135 if AI demand slows and gross margi…
Broadcom booked $16.7 billion of AI chip sales in fiscal Q3 2026, up 221% year over year, and guided fiscal Q4…
Masayoshi Son's push to fund huge AI infrastructure projects through DigitalBridge shows how quickly the race…
Hewlett Packard Enterprise shares rose 22.3% in September 2026, after fiscal third-quarter revenue grew 34% to…
NetApp announced a broad AI infrastructure partnership pairing Supermicro's rack-scale systems with NetApp's d…
Broadcom's revenue climbed to $29.6 billion in the quarter ended Aug
Sandisk's fiscal fourth-quarter 2026 gross margins hit nearly 85%, with non-GAAP earnings of $39.25 per share…
Palo Alto Networks is extending its AI firewall and agent identity tooling into Nvidia's Open Agent Safety Pla…
Intel stock jumped as much as 14% intraday to $123.82 and gained over 11% after Meta’s Muse AI agent raised ex…
Dell raised its fiscal-year revenue forecast on September 1, lifting the midpoint to $192 billion, and said it…
Unisba Media published an explainer noting that Ibiden (イビデン), a supplier tied to AI semiconductors (chips tha…
Amazon is negotiating to move $8 billion of Nvidia Grace Blackwell chips into a special purpose vehicle that w…
Michael Burry bought put options on Micron and Nebius expiring in June 2027, with strikes suggesting bets on d…
The article estimates a $10,000 investment split between Nvidia and Broadcom could be worth $30,000 to $40,000…
The article's verdict picks Micron over Broadcom for the next three years, citing Micron's significantly cheap…
TSMC, the $2.4 trillion contract chipmaker behind Nvidia, Apple and Intel, reported $143 billion in trailing r…
Nvidia expects AI spending to grow to $3 trillion to $4 trillion annually by 2030, while it reported $96 billi…
Amazon set up an $8b special purpose vehicle to buy Nvidia Grace Blackwell chips and lease them back to AWS cl…
On September 25, Bank of America reiterated a Buy rating on Advanced Micro Devices and raised its price target…
Salesforce trades at a 14.4x forward P/E versus Palantir's 85.5x, and Agentforce annual recurring revenue pass…
A Seeking Alpha analyst published a piece titled 'CrowdStrike: The AI Growth Story Is Overextended', disclosin…
ServiceNow trades on roughly 80.4x earnings, above the Software industry average near 29.7x and a peer group c…
The Motley Fool named Broadcom and Applied Digital as AI investments beyond Palantir, citing Broadcom's AI chi…
The Motley Fool's comparison concluded Marvell Technology is the better buy
Pfizer is working with Boltz on biomolecular AI models to reshape how future drugs are found and developed
Crusoe ordered 29 GE Vernova aeroderivative turbines rated at 35 megawatts each — roughly 1,015 megawatts — wi…
Broadcom guides fiscal 2027 AI revenue to about $115 billion, Marvell's fiscal 2028 EPS estimates rose to $6.7…
Major tech firms Alphabet, Amazon, Microsoft, and Meta Platforms are spending $735 billion on capital expendit…
Intel's Data Center and AI revenue rose 59% year-over-year to $6.3 billion in the second quarter, outpacing ov…
Bloom Energy entered 2026 with a product backlog of $6 billion, up 140% from a year earlier
Asked to choose five stocks for a 10-year hold, ChatGPT picked Microsoft (MSFT), Alphabet (GOOGL), Visa (V), B…
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