On August 17, Nvidia agreed to guarantee up to $105 billion to help OpenAI lease a massive data center in Pike…
Michael Burry doubled his short bet against Nvidia, comparing its $500 billion financing pact with Apollo, Bla…
POET Technologies trades at $9.40, down from its 52-week high of $20.81, but 24/7 Wall St
Zacks Investment Ideas highlighted three major tech companies—Palantir Technologies, Micron Technology, and Sp…
Nvidia's public equity portfolio is heavily concentrated in three AI-focused companies—SpaceX (33.1%), CoreWea…
Three companies—Microsoft ($3.6 trillion), Amazon ($2.8 trillion), and Taiwan Semiconductor Manufacturing ($2.…
Broadcom's AI semiconductor revenue jumped 143% year over year to $10.8 billion in Q2 fiscal 2026, with manage…
OpenAI reported $6.7 billion in revenue for the second quarter ending in June, up 18% sequentially from $5.7 b…
Market speculation suggests AMD is working with Google on technology for the v10-generation tensor processing…
Apple shares closed up 1.5% at $310.03 on Tuesday while the Nasdaq-tracking Invesco QQQ Trust fell 2%, making…
Satya Nadella announced that Microsoft's custom AI accelerators—the Maia and Cobalt chip families—are deliveri…
David Tepper's Appaloosa fund opened a new 1,078,248-share position in CoreWeave (NASDAQ:CRWV) valued at $107…
Stanley Druckenmiller's Duquesne Family Office sold five semiconductor and photonics companies—Micron Technolo…
ZoomInfo reported a US$650.5 million goodwill impairment in early August 2026, posted Q2 revenue of US$310.4 m…
Nvidia trades at a lower forward price-to-earnings ratio than Broadcom when comparing to 2027 earnings estimat…
Broadcom's stock has fallen nearly 20% from its June peak despite rising about 14% year to date in 2026
Hedge funds including Duquesne Family Office and Altimeter Capital reduced or exited Broadcom positions in Q2…
AI chipmaker Cerebras unveiled the CS-4, a rack-scale system with three wafer-scale WSE-3 Turbo processors con…
TD Cowen analyst Joshua Buchalter cut his price target for Ciena to $575 per share from $675, a $100 reduction
Baidu reported its fifth consecutive quarterly revenue decline on Tuesday, with stock falling as the Chinese s…
Arista Networks reported Q2 2026 revenue of US$3.04 billion and net income of US$1.21 billion, with guidance f…
BlackRock has advised investors that diversification across holdings is essential for navigating the volatile…
Vertex reported second-quarter revenue of US$203.97 million and returned to quarterly profitability in early A…
Qualcomm's stock has fallen 35% from May 2026 highs following weak quarterly results, with handset revenue dro…
Memory chip manufacturers including Micron Technology are pulling back after a period of strong gains as inves…
Applied Materials shares reached $509.29, up 98% year to date, alongside gains at peers Lam Research (up 89% Y…
Bank of America analyst Vivek Arya published a sum-of-parts analysis concluding that Nvidia shares trade at a…
Broadcom stock dropped roughly 3.4% to $379.15 on Tuesday as investors reassessed AI-focused semiconductor val…
Meta Platforms is heading to federal trial as 29 states accuse its social media apps of addicting and harming…
Morgan Stanley set a $500 price target for Amazon (a 92% jump from the $260.98 trading level Tuesday morning)…
Nvidia reduced its financial guarantee for OpenAI's planned data center campus in Pike County, Ohio to $105 bi…
Dell Technologies stock has climbed 293.52% year to date, driven by record AI server orders
Amazon reported AWS revenue growth of 37% YoY (its fastest in 18 quarters) and an operating margin of 39% (up…
Nvidia shares dropped Tuesday alongside a broader Wall Street decline driven by rising bond yields
Shares of Bitcoin miners building AI infrastructure fell sharply Tuesday—Cipher Mining down 9% to $16.77, Tera…
Data analytics firm Dun & Bradstreet released its "Taiwan Enterprise AI Momentum Index" for Q3 2026, revealing…
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30,000+ monthly readersVeriSilicon reported first-half 2026 revenue of CNY1.86 billion (US$276 million), up 91.37% year-on-year, driv…
Asus, Gigabyte, and Supermicro are reporting record order backlogs and strong server demand, backed by sustain…
China-based chip designer Rockchip reported first-half 2026 results with revenue up 40.6% year-on-year to CNY2…
A BCC Research report shows global AI investments reached $194 billion, with the U.S
Microsoft reported $90.01 billion in fiscal Q4 revenue (up 17.75% YoY) with Azure crossing $100 billion annual…
Oracle's board raised its annual dividend to $2 a share (from $1.70), marking the 12th consecutive year of inc…
Billionaire David Tepper's Appaloosa LP disclosed its Q2 2026 holdings (as of June 30) with Amazon at 15.42% (…
OpenAI announced it will help build what could be the largest fossil-fired power plant in the US, involving So…
Anthropic's annual revenue run rate has reached $65 billion before its expected IPO later this year, up from $…
Nvidia is investing $1.5 billion in SB Energy to become the exclusive AI compute infrastructure provider at a…
Billionaire David Tepper's Appaloosa fund slashed its Micron Technology position by 41% in the second quarter…
Meta Platforms' share price soared 95% over the past three years (as of Aug
Amazon is among potential bidders for Decart AI, which is exploring a sale valued between US$6b and US$7b, rei…
Nvidia has agreed to provide up to US$105 billion in credit guarantees for OpenAI's planned 8GW data center ca…
Nvidia has unveiled a US$500 billion artificial intelligence compute financing plan partnering with six Wall S…
A Discounted Cash Flow (DCF) model values Palantir Technologies at roughly $189 per share based on its latest…
Unitree, the world's largest humanoid-robot maker by sales, unveiled a new high-speed robot called 'Superman'…
Elon Musk has committed SpaceX to using Nvidia chips and technology exclusively for future AI infrastructure…
HIVE Digital Technologies' BUZZ High Performance Computing subsidiary signed a five-year GPU agreement with an…
Bloomberg reported that Anthropic's preliminary second-quarter revenue topped $11.5 billion, triggering aftern…
Bloomberg reported that Anthropic's preliminary second-quarter revenue topped $11.5 billion, triggering aftern…
Alphabet launched its first Australian dollar bond offering, targeting about A$5 billion ($3.6 billion) across…
Nvidia is backing a massive AI data center development at the PORTS-Pike Technology Campus in Pike County, Ohi…
European makers of vacuum pumps, heat exchangers, and industrial gases are seeing new demand from the rapid bu…
Mark Mahaney, an analyst, has identified growing signs that large internet companies will generate returns on…
Nvidia announced it will guarantee up to $105 billion in financing for OpenAI's Ohio data center campus and in…
JonesTrading Chief Market Strategist Mike O'Rourke cautioned on CNBC that Anthropic's planned IPO, built on a…
Penguin Solutions (NASDAQ: PENG) is positioning itself around a full-stack "AI factory" platform combining inf…
JPMorgan Chase raised its price target on Riot Platforms, a Bitcoin miner moving into AI infrastructure, to $2…
Nvidia reached a deal on Monday to provide up to $105 billion to backstop a new OpenAI data center in Ohio
Anthropic's annualized revenue run rate surpassed $65 billion at the end of July, up from $47 billion in May a…
Marvell Technology is developing Co-Packaged Optics (CPO) platforms designed to address rising bandwidth and p…
Marvell Technology rose 7.8% to $239.33, Credo Technology jumped 8.3% to $281.48, and Ciena gained 5.18% to $4…
Micron has sold out its 2026 high-bandwidth memory (HBM) supply, with significant 2027 production already comm…
SanDisk and Kioxia announced a new 9th generation QLC 3D flash memory platform designed for AI and data-intens…
Investor's Business Daily's stock screener identified a dozen names near buy points, including four notable st…
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