Market context
Follow the story. See which markets it affects. Explore the context.
SanDisk, Micron, and Dell are leading the S&P 500 in 2026 due to the AI hardware boom, reporting massive stock gains and revenue growth. While demand for memory chips and servers is high, investors a…
Wedbush reports surging demand for Nvidia's Grace Blackwell systems, creating supply shortages reminiscent of previous cycles. Despite memory bottlenecks, Nvidia's proactive supply chain management f…
Microsoft and Meta are increasing AI infrastructure spending, boosting Nvidia's chip demand. Nvidia hits highs amid strong capital expenditures and robust AI compute needs, while Microsoft and Meta s…
NVIDIA outperforms due to strong AI-driven GPU demand, data center growth, and expanding autonomous vehicle collaborations, though limited Blackwell GPU supply and rising costs pose margin risks.
Russia's AI ambitions falter due to sanctions cutting off high-end chip supplies, causing severe GPU shortages, reliance on China, and a brain drain of top AI talent, leaving its AI development years…