What happened: NVIDIA is now acting as a financier for its own demand, helping raise over $500 billion of third-party capital and directly investing nearly $50 billion in Frontier AI labs. Its non-hyperscaler ACIE segment is about half the business and growing 100% a year.
GE Vernova unveiled its medium-voltage uninterruptible power supply (MV-UPS) on August 24
A new analysis argues that the stock market's high valuations rest on the assumption that AI will lift product…
BlackRock's 2026 Thematic Mid-Year Update says AI's investment story is shifting from infrastructure to broade…
Prologis (NYSE:PLD) is positioning its warehouses as the physical backbone for AI infrastructure, according to…
Applied Materials has outperformed Corning by over 75 percentage points over the last year
A Japanese financial article highlights Kioxia HD and Advantest as two AI/semiconductor-related stocks to watc…
Vanguard Information Technology Index Fund ETF (VGT) now has about 36% of its assets in semiconductors, transl…
The Dow Jones index dropped as President Trump gave an AI warning, while Tesla jumped and some equities tested…
Salesforce reported revenue of $11.35 billion, up 10.83%, and non-GAAP EPS of $5.90, beating the $3.27 consens…
Andrew Bailey, governor of the Bank of England and chair of the Financial Stability Board (FSB), has warned G2…
Nvidia reported another strong quarter, beating revenue expectations, and announced an expanded collaboration…
Amazon's AWS backlog reached $496 billion, growing triple digits year over year, with most AI capacity contrac…
China's top memory maker CXMT has begun producing HBM3E chips in small quantities for the first time
Federal Reserve Chairman Kevin Warsh called AI a potential "new factor of production" and asked whether custom…
Nvidia's Q2 earnings beat Wall Street estimates, with revenue growing 106% to $106 billion in the quarter ende…
Goldman Sachs predicts AI capital spending will reach about $1 trillion in 2026, higher than the consensus est…
Bank of England Governor Andrew Bailey has warned that a burst of the AI bubble could trigger a severe downtur…
Nine of the 10 best-performing S&P 500 stocks over the past decade are tied to AI infrastructure
The article argues that if AI leads to unprecedented economic growth, Visa and Mastercard are once-in-a-decade…
Nvidia shares climbed almost 9% Thursday after strong earnings, doubling sales from a year ago
Simply Wall St highlights three founder-led companies — Meta Platforms, Oracle, and AppLovin — as AI investmen…
Seeking Alpha published an analysis of AT&T's stock (NYSE:T) titled 'AT&T's AI-Fueled Rebound; Is It Time To B…
Palantir Technologies, Vertiv Holdings Co, and Nebius Group were highlighted as profitable AI infrastructure p…
SoftBank Group's Masayoshi Son ranked No
X-Energy became a founding member of Project Prometheus in July, alongside Idaho National Laboratory, Nvidia…
Nvidia's stock is trading about 13.5% below its estimated intrinsic value of $251 per share, based on a Discou…
Five minutes each morning. That's the whole AI news habit.
The day's essentials from 200+ sources, delivered to Email, LINE, or Slack. Free, always.
30,000+ monthly readersBroadcom CEO Hock Tan reiterated on the June 3 earnings call that AI semiconductor revenue will exceed $100 bi…
Broadcom's AI revenue is near $8.4 billion per quarter with a $73 billion backlog, and management sees over $1…
Bernstein analysts say AI is creating a memory bottleneck, with demand expanding from high-bandwidth memory (H…
Merck & Company, Amgen, and Johnson & Johnson are highlighted as AI-linked healthcare stocks that have outperf…
Visa reported strong fiscal Q3 2026 results, expanded its open-source AI cybersecurity framework (Visa Vulnera…
NVIDIA reported $96.2 billion in revenue for fiscal Q2 2027, up 106% year over year, with Data Center revenue…
KLA reported a fiscal fourth-quarter earnings beat and a positive near-term outlook, driven by surging demand…
A new analysis compares two AI-related growth stocks, Coherent Corp
Western Digital (WDC) posted a record fiscal Q4 with revenue up 44% year over year to $3.75 billion and non-GA…
Vertiv Holdings (VRT) shares fell about 12% from a recent peak after its Q2 2026 report on July 29 showed reve…
S&P Global stock appears about 11.1% overvalued based on an Excess Returns intrinsic value estimate of $392 pe…
The AI data center boom and power grid upgrades are strengthening the investment case for copper, according to…
Kioxia Holdings reported operating profit of 870.4 billion yen for the previous fiscal year, up 92.7% year-ove…
Diamond Zai's October issue feature, "Strongest 87 Japanese Stocks [Summer 2026]," highlights Kioxia Holdings…
Furukawa Electric is being discussed as the next focus in AI-driven markets, potentially shifting attention aw…
A new report covers 20 selected Japanese stocks related to AI visual inspection and machine vision, spanning e…
Stanley Druckenmiller's Duquesne Family Office fully exited its Broadcom position last quarter and bought larg…
U.S. investment-grade corporate bond issuance reached about $1.7 trillion through July, up 27% from last year'…
On Aug. 24, Virtuals Protocol launched a new suite of AI agent creation and ownership tools on Solana, enablin…
Reddit stock has fallen 36.7% year to date
Microsoft's fiscal 2026 10-K disclosed $24.1 billion of revenue from commercial arrangements with OpenAI, incl…
Microsoft's stock trades about 6% below its 52-week high
Nvidia's latest 13-F filing shows it owns eight stocks worth $63.4 billion in total, including Intel, SpaceX…
GE Vernova raised its 2026 revenue guidance to between $45.5 billion and $46.5 billion from a prior range of $…
Marvell's stock selloff deepened as investors seek clarity on the payoff from its AI deal with Google
Salesforce shares jumped almost 23% on Thursday, their best day since 2020, after the company reported a beat-…
Vertiv (VRT) stock has fallen 12% amid growing demand for AI infrastructure, with the video published on Aug
Salesforce and ServiceNow reported strong quarters
Palo Alto Networks announced a multi-year global partnership with NTT DATA to support secure AI adoption for l…
IFS, a Tokyo-based research and data company, published a list of five work areas where industrial companies a…
Zacks Research Daily published new research reports on 16 major stocks, including NVIDIA (NVDA), ExxonMobil (X…
Nvidia reported fiscal second-quarter earnings of $2.22 per share on revenue of $96.2 billion, up 106% year-ov…
Nvidia beat all expectations for revenue and its stock rose almost 9% Thursday
NVIDIA reported fiscal second quarter earnings on August 26th with $96 billion in revenue, $89 billion in data…
Jon Gray, president and COO of Blackstone, discussed the firm's AI investment strategy on The CEO Signal show…
Twilio, Palantir Technologies, Zoom, PagerDuty, and nCino shares jumped between 4.4% and 6.4% after quarterly…
Nvidia reported a monster quarter, drawing praise from Elon Musk, 'Big Short' investor Steve Eisman, and a for…
Nvidia reported blowout second-quarter earnings and issued an upbeat revenue forecast, easing investor fears o…
Oracle is presented as the better AI stock investment for 2026 compared with C3.ai, despite C3.ai having a sli…
Alphabet's stock has fallen more than 15% from its May peak, erasing roughly $700 billion in market value
The article compares Seagate Technology and Western Digital as AI storage investments for dividend investors…
CrowdStrike and Okta shares surged after earnings showed AI adoption is boosting cybersecurity spending
Adobe (ADBE) shares rose 4.4% today
Marvell reported accelerating growth in its second quarter, with profit and revenue boosted by AI demand, acco…
Citi analysts have given Oracle a positive rating, citing the company's AI-driven growth
Get curated AI news from 200+ sources delivered daily to your inbox. Free to use.
30,000+ monthly readers
Get Started FreeFree · takes 30 seconds · unsubscribe anytime
