Nvidia is testing Rubin Ultra GPU versions with 192GB to 256GB of high-bandwidth memory, well below the 1 tera…
Nvidia has taken a minority stake in Cloverleaf Infrastructure, a company that has helped develop more than se…
CoreWeave and Nebius, both neocloud providers offering computing capacity tailored for AI workloads, have rise…
Synopsys has beaten earnings expectations in two consecutive quarters—Q1 and Q2—and raised full-year 2026 guid…
Michael Burry issued a Substack warning Friday that the AI data center boom mirrors 2008's structural excesses…
Nvidia researchers developed a cross-model KV cache transfer technique that maps computational state directly…
Thiel Macro, the hedge fund run by Peter Thiel, purchased Amazon as its largest holding in Q2 2026 at $118 mil…
Broadcom is in talks with lenders to raise more than $60 billion in debt for an AI chip financing deal that wi…
Unitree, a Chinese robotics company whose stock surged 460% on its Shanghai listing this week, raised $900 mil…
US stock valuations measured by the CAPE ratio are at historical peaks driven by AI enthusiasm, while euro are…
Nvidia stock is trading at under 33.3 times trailing 12-month earnings, near a 5-year low, as the company prep…
Michael Burry, who predicted the 2008 housing crash, posted on Substack that Nvidia's $500 billion funding dea…
Anthropic plans to "match or beat" the size of SpaceX's $75 billion IPO (or $86.2 billion including the over-a…
Broadcom is in talks with asset managers to raise more than $60 billion in debt financing, with the potential…
Broadcom, AMD, and SK Hynix have each fallen 15% or more from recent highs
On August 20, Nvidia denied a report by The Information claiming the company planned small-batch shipments of…
On August 20, Broadcom was reported to be negotiating more than $60 billion in fresh debt, with the deal poten…
JCET Group posted record first-half 2026 revenue, driven by demand from artificial intelligence infrastructure…
At the "AI on Chips: Semiconductor Industry Trends Forum" hosted by DIGITIMES, industry experts highlighted th…
Scott Ortkiese, CEO of Faulkner Capital Holdings, argues that AI infrastructure risk has been routed away from…
Salesforce stock fell over 25% in 2026 through Aug
On August 14, 2026, NVIDIA disclosed it owns 122.8 million SpaceX shares worth about $21 billion at the end of…
Riot Platforms signed a $9.1 billion, 20-year computing lease with Anthropic, providing 191 megawatts of power…
Marvell Technology disclosed an expanded custom chip partnership with Google that includes a warrant giving Go…
Upstart Holdings' share price has declined about 86.7% over the past five years, and the stock currently trade…
Anthropic, the AI company behind Claude, is preparing to file for an initial public offering (IPO) as soon as…
London-based Callosum announced a $100 million funding round led by Atomico, with participation from Plural, D…
Broadcom is reportedly seeking to borrow up to $100 billion in debt financing to support growth efforts at Ant…
CrowdStrike stock has pulled back about 11% over the past week, while management on its latest earnings call d…
On August 11, IBM announced a multi-year $240 million agreement with Together AI to deploy NVIDIA HGX B300 sys…
Broadcom Inc. is in discussions with major financial institutions about an artificial intelligence chip financ…
On August 12, AT&T's Chief Data and AI Officer said OpenAI models power about 25% of the telecom's total AI us…
Gemini AI added 514 shares of NextEra Energy (NYSE: NEE) to its AI-run portfolio on Rallies, purchasing betwee…
Arista Networks reported Q2 2026 revenue of $3.0 billion (quarter ended June 30, 2026), while CoreWeave posted…
New Berkshire Hathaway CEO Greg Abel has quadrupled the conglomerate's stake in Alphabet (now worth $36.6 bill…
GE Vernova received $2.7 billion in data center power equipment orders during the second quarter, bringing its…
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30,000+ monthly readersIn July 2026, Applied Materials introduced a suite of semiconductor manufacturing systems aimed at acceleratin…
ARK Invest sold 25,917 AMD shares across four ETFs on August 17 while adding Nvidia, continuing a pattern that…
Billionaire investor Stanley Druckenmiller's Duquesne Family Office fully exited its Broadcom position while o…
Broadcom is negotiating with lenders to secure more than $60 billion in debt financing for an AI chip deal sup…
IREN has returned about 8.6× over the past 3 years and delivered 116.8% returns over the last year, with the s…
Salesforce trades at a P/E of 23 with free cash flow yield of 8.53%, down 21.8% year-to-date, ahead of its fis…
RBC Capital Markets models Nvidia's fiscal Q2 revenue at $91.1 billion and adjusted EPS at $2.06, slightly bel…
The Vanguard High Dividend Yield ETF (VYM) returned 17% year-to-date through August 19, outpacing the S&P 500'…
In August 2026, NVIDIA announced memorandums of understanding with KKR and five other global financial institu…
SK Hynix and SanDisk, two major memory-chip makers, are being compared for investment potential through end-20…
Wolfe Research told clients that clarity on how AI labs are financing multi-gigawatt chip deals, along with st…
The Vanguard Growth ETF (VUG), which holds major AI infrastructure players including Nvidia, Microsoft, Amazon…
Strong AI demand is driving high profitability across the semiconductor supply chain, with equipment and mater…
Marvell Technology agreed to supply Alphabet with custom AI chips for Google's cloud infrastructure and machin…
Broadcom shares fell more than 5% Wednesday after Marvell Technology secured a major custom-chip partnership w…
Broadcom shares dropped 3.9% in afternoon trading after competitor Marvell Technology announced a deal with Go…
Qualcomm shares have fallen 20.90% over 90 days and 6.75% over 30 days, bringing the stock to $160.19
Marvell Technology has given Google an option to buy a $12.2 billion stake as part of a custom AI chip partner…
Berkshire Hathaway disclosed in its latest 13F filing that it holds $36.6 billion in Alphabet shares (combinin…
Micron reported third-quarter fiscal 2026 revenues of a record $41.46 billion, up 345.7% year over year and 73…
SanDisk unveiled a 9th generation 2Tb QLC 3D flash memory platform developed with Kioxia, designed for AI-heav…
Analog Devices issued a quarterly forecast that exceeded analyst estimates, driven by strong demand for chips…
Analog Devices reported Q3 2026 earnings results that exceeded expectations, with strength attributed to risin…
Analog Devices reported earnings that exceeded expectations, causing its stock to rise
John Deere, the iconic farm equipment manufacturer, is being evaluated for its potential role in the artificia…
Arista Networks stock fell 3.3% on August 19, 2026, a day when AI-related technology shares faced broader sell…
Zach and Richard released a podcast episode titled 'Zach + Richard's Excellent Legal AI Adventure' that discus…
Analog Devices reported higher profit and revenue, driven by surging demand from AI data centers for its semic…
SMBC Nikko Securities has raised its price target for Advantest, continuing to favor the semiconductor test eq…
U.S. regulators have taken initial steps to allow investors to trade AI compute futures contracts based on the…
Anthropic could debut by October at a reported valuation of at least $2 trillion, while OpenAI may go public l…
Palantir Technologies reported 93% year-over-year revenue growth in its latest quarterly report and raised its…
Allstate reported Q2 2026 revenue of US$18,596 million and net income of US$3,271 million, with earnings per s…
Microsoft's Azure cloud business crossed $100 billion in annual revenue, Copilot surpassed 30 million paid sea…
OpenAI's quarter-on-quarter sales growth decelerated to 18%, while the company's losses deepened
Shares in Chinese robotics maker Unitree soared more than 600% on their first day of trading in Shanghai, join…
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