Palantir's AI sales strategy has boosted its stock, while Gartner warns software rivals may struggle to copy t…
Micron Technology, described by Zacks as a $1.2-trillion semiconductor maker, reports earnings Wednesday after…
PANW, CRWD and ZS led Nasdaq-100 gains as Nvidia's AI agent safety push and security scares lifted cybersecuri…
A Qiita guide demonstrates an LSTM model with two 50-unit layers and 0.2 Dropout, trained for 50 epochs on a 6…
Meta is reportedly developing AI that could threaten Wells Fargo and other bank stocks, according to a Barchar…
Dell's AI server backlog rose to $95 billion after a record $60.9 billion in AI server orders in fiscal Q2, wi…
A Seeking Alpha analyst published a bullish piece titled "Lam Research: A Key AI Infrastructure Player With Gr…
Cantor says Marvell's AI opportunity could expand to $625B by 2030, with revenue growing at up to a 45% CAGR
Arista Networks (ANET), an artificial intelligence leader, is rapidly approaching a new buy point, and Arista…
CNBC published a piece arguing the market needs to branch out beyond AI stocks, and noted a win for CrowdStrik…
The Motley Fool named Salesforce the better enterprise AI stock over Oracle, noting Salesforce's fiscal Q2 202…
Vertiv's most-followed narrative pegs fair value at $450 against a $253.28 close, a 44% gap, after management…
The AI boom is reshaping bond markets, with long-term yields at mid-2000s levels as AI infrastructure spending…
Simply Wall St picked Advantest (TSE:6857), Applied Materials, and Tokyo Electron as three AI-infrastructure a…
Cosel's first-quarter sales rose 54.0% year-on-year, operating profit swung to a 545 million yen surplus, and…
An article titled 'Is there a Post-Broadcom in Japan?
NEAR, the token of the NEAR Protocol, has more than doubled in value over the past two weeks, helped by surgin…
Michael Burry wrote in a Substack chat that Trump's team knows the AI buildout is 'the only thing keeping this…
GPU rental prices doubled in six months, from $4.40 to $8.08 per GPU-hour, even as Claude Opus 5.5 costs 40% l…
In a Nikkei Money discussion, private investor Okeido said he sets his investing goal years out and basically…
Google Cloud revenue hit $24.77 billion, up 82%
NVIDIA announced its largest-ever share buyback, worth about 24兆円, and its share price briefly climbed 4%
Hera Hyeonseo Lee said workers are using their deferred wages to finance the AI designed to eliminate their jo…
China's AI sector is shifting from catch-up to commercialization, with value concentrating in hardware bottlen…
TSMC's monthly 2nm capacity could reach about 120,000 wafers by the end of 2026, ahead of earlier expectations…
China is reportedly weighing whether to let ByteDance and Alibaba buy some of Nvidia's lower-end GPUs
In a Sept. 27, 2026 Motley Fool video, Rick Orford compared GE Vernova and Bloom Energy as two routes to the A…
The Motley Fool's comparison concluded ASML is the better buy over Qualcomm, citing its EUV machine monopoly a…
Investor's Business Daily says AI memory chip stocks Micron Technology (MU), Sandisk (SNDK), SK Hynix (SKHY)…
In a CNBC interview, Berkshire CEO Greg Abel said energy scarcity is holding back AI, and data centers are a "…
The analysis judged Micron the better risk-adjusted pick over Sandisk, citing its 7 times forward earnings ver…
Simply Wall St's analysis puts Corning's fair value at $191.40, 18% above its $156.74 share price, after two n…
Jim Cramer recently recommended buying Nvidia and CrowdStrike Holdings, which have gained 1,400% and 875% sinc…
Emerald Wealth Partners added Booking Holdings Inc
Simply Wall St highlighted Pfizer, Medtronic and Insmed as AI healthcare stocks worth watching in September 20…
BTIG said investor fears that AI agents will disrupt Booking Holdings are overdone, per Seeking Alpha
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60,000+ monthly readersAmphenol's most-followed narrative puts fair value at $103.67 against a last close of $82.19, a 20.7% underval…
A Blackstone executive said big unknowns remain for AI credit demand
Cosel reported first-quarter sales of 7.8 billion yen, up 54.0% year on year, swung to an operating profit of…
AMD crossed the $1 trillion market-capitalization threshold for the first time, with shares rising 9.6% to a r…
A Simply Wall St DCF model, using trailing free cash flow of about $126.7b and a 2 Stage Free Cash Flow to Equ…
24/7 Wall St. set a $613.43 price target on Microsoft versus a current price of $495.22, implying 22.85% upsid…
Microsoft folded full Word, Excel, and PowerPoint into Copilot and pushed agent-style features like Home, Chat…
The author projects that a $1,000 investment split between Alphabet and Nvidia could be worth over $3,000 by 2…
Caterpillar Inc. (NYSE:CAT) said second-quarter sales and revenues rose 24% year over year to $20.5 billion, a…
Texas Instruments is trading around $278.05, above its $275.21 breakout level, and is testing resistance at $2…
Motley Fool picked Nvidia over Broadcom, noting Nvidia generated $96.2 billion in Q2 revenue and expects $108…
ASML trades around 31 times forward earnings and Applied Materials near 27 times, the article notes
MarketWatch reports that Morgan Stanley has laid out how investors should position their portfolios for the ne…
Simply Wall St screened AI infrastructure stocks, flagging Western Digital (US$12.9b HDD revenue), Super Micro…
Arista Networks closed at $205.70, while the most-followed narrative puts fair value at $241.04 using an 8.76%…
Booking Holdings stock fell 5% Wednesday, hitting a session low of $155.37, after Expedia announced a partners…
The Nikkei Stock Average recovered to the 6万6000円台 level, its first return there in two weeks, with buying con…
Geoffrey Seiler named AMD his only buy among agentic AI chip stocks, citing its projection of a $220 billion d…
A Yahoo Finance contributor argued Texas Instruments, the analog chipmaker, will see huge demand as AI-powered…
Meta's Muse AI agent went viral after its release, and Bank of America analyst Ebrahim Poonawala wrote to clie…
An undervalued-stock screen highlighted Adobe (ADBE) and Broadcom (AVGO) as AI-driven picks, flagging Adobe's…
NVIDIA trades at about 24.9x forward earnings versus Broadcom's 19.4x, while consensus expects NVIDIA EPS to r…
Meta's Muse agent rollout extended a multi-day rally over rising agentic-AI compute demand
SpaceX's IPO has already put a price on "AI in space" in the capital markets, while people actually building s…
Fidelity's FFLG ETF holds $590 million, with NVIDIA at 16.24% and Alphabet at 12.56% of net assets
Barron's published a list — 'Vertiv and 6 More AI Industrial Stocks to Buy Now' — naming Vertiv plus six other…
S&P Global Ratings revised its outlook on Western Digital to positive from stable and affirmed its 'BBB-' issu…
Arista Networks' second-quarter revenue rose 37.7% to $3.04 billion, its first quarter above $3 billion, while…
Madison Investments said Arista Networks led its Mid Cap Fund in Q2 2026 on AI data center networking demand a…
BlackRock's model-portfolio shifts indicate that its AI bets are evolving
Goldman Sachs strategist Ryan Hammond estimates Amazon, Oracle, and Microsoft must generate about $300 billion…
The Motley Fool's writer chose Nvidia over Tesla for robotics upside by 2030, citing its 2026 GTC roster of AB…
AMD crossed $1 trillion in market value on September 21 after rising roughly 187% for 2026, and trades at abou…
Broadcom's fiscal third-quarter revenue rose 86% to $29.6 billion, with free cash flow of $13.7 billion, while…
After Nvidia, AMD and Apple design AI chips and TSMC makes them, ASE Technology steps in to complete the proce…
Amazon.com (AMZN) management now leads its calls with AI and plans about $220 billion of 2026 capital spending
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