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Trump urged US communities to embrace AI data centers, calling them a critical economic priority amid rising local opposition. Despite community pushback and power grid concerns, major tech giants in…
US equities closed higher, led by the tech sector, after Nvidia's (NVDA) blowout earnings report and bullish AI revenue forecast dispelled growth skepticism. The S&P 500 gained 0.7%, despite underlyi…
Nvidia crushed Q2 expectations with a 138% surge in neocloud revenue, forecasting supply constraints to continue through FY28. While Palo Alto's CEO warned of potential long-term valuation risks for …
Nvidia's highly anticipated earnings report will test the sustainability of the AI spending boom amidst persistent demand. Simultaneously, the Federal Reserve's Jackson Hole meeting introduces rate r…
Nvidia faces its fiscal Q2 earnings as the definitive test for AI infrastructure demand. Analysts forecast revenue beating guidance toward $95 billion amid massive hyperscaler capex. While elevated e…
Tech stocks rallied on strong AI earnings from CoreWeave and Supermicro. Nvidia's $70B AI investments and $500B financing initiative bolster bullish outlook. Microsoft got a JPMorgan price target hik…
Lumentum reported 109% revenue growth driven by AI optical demand, raised guidance, and expanded capacity, signaling robust AI infrastructure spending that benefits optical networking and AI hardware…
Nasdaq rose 0.75% as CoreWeave and Supermicro earnings confirmed strong AI infrastructure demand. Anthropic reportedly eyes a record $2T IPO. Meanwhile, Meta faces a major trial from 29 state AGs ove…
Nvidia is mobilizing $500B with Wall Street giants for AI infrastructure financing, plus rising 'collateralized chip obligations.' Anthropic's potential $2T IPO and strong AI hardware earnings from C…
Nvidia partners with BlackRock, Goldman Sachs, Blackstone, Apollo, Brookfield, and KKR to mobilize $500B+ for AI infrastructure, reframing GPUs as a bankable asset class akin to mortgage-backed secur…
US stocks mixed as AI infrastructure demand lifted tech/semiconductor shares while cooling July CPI (3.4% YoY, core 2.5%) boosted Fed pause odds to 60%. Gold and silver rallied on safe-haven demand a…
Nebius Group beat Q2 revenue estimates, driven by surging AI infrastructure demand and higher GPU pricing, with shares up 12% premarket, signaling robust demand for Nvidia chips.
Nvidia partners with six financial giants to mobilize $500B in third-party capital for AI infrastructure financing, boosting recurring revenue potential. Wells Fargo reiterates Overweight rating with…
Micron's diversified memory business (DRAM, NAND, HBM) and sold-out HBM supply through 2027 support bullish analyst outlook, contrasting with pure-NAND rivals SanDisk and Western Digital's steep decl…
Nvidia is reportedly working with major financial firms including Apollo, Blackstone, KKR, and Goldman Sachs to assemble a $500 billion funding package for AI infrastructure, despite shares dipping o…
Stock indices hit record highs led by chip and AI-infrastructure stocks after strong earnings (Palantir, Zebra, Caterpillar). Crude oil plunged 4%+ on US-Iran deal prospects, easing inflation fears a…
Oracle shares surged 9.22% on renewed AI enthusiasm, an expanded Google Cloud partnership integrating Gemini AI, and improved market sentiment after Trump canceled Iran strikes, boosting tech stocks …
BofA warns hyperscaler capex could hit $1.2T by 2027, turning aggregate free cash flow negative through 2028. Alphabet's FCF went negative for first time since 2004; Amazon also negative. Strong clou…
SK Hynix ADRs jumped 5% as six brokerages issued bullish ratings, citing AI memory dominance and HBM chip demand, despite trading below IPO price and mixed earnings.
NVIDIA, Micron, and SanDisk show explosive growth driven by the AI infrastructure boom. NVDA's forward P/E remains attractive despite massive revenue surges, while Micron trades cheaply after seven c…