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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…
AI-driven demand is fueling a historic memory chip boom, with DRAM and NAND prices surging. Micron and SanDisk are locking in long-term supply deals, while hyperscalers like Microsoft, Amazon, and Al…
Nvidia is reportedly in talks to guarantee ~$250B for OpenAI's massive Ohio data center project, plus a separate ~$350B chip financing package. Deal unfinalized; shares dipped 2% despite long-term bu…
US futures rallied as oil prices fell 5% on eased US-Iran tensions, boosting risk sentiment ahead of Fed decision and tech earnings. Nvidia reportedly discussing $250B OpenAI data center financing an…
Jensen Investment's Q2 2026 letter reports 10.94% return, trailing S&P 500's 15.20% gain amid AI-driven market strength. It also flags Broadridge Financial Solutions' underperformance due to AI disin…
Nebius revenue soared 684% YoY to $399M in Q1 2026 on AI infrastructure demand, while Strategy's stock plunged 77% amid Bitcoin's 2026 price decline despite modest 12% software revenue growth.
Nvidia (NVDA) is projected to quadruple its stock price to $800 by 2030, driven by massive AI infrastructure build-out. Despite rising competition, Nvidia's innovation and market dominance justify a …
Super Micro Computer (SMCI) shares jumped 20% after a preliminary update showed gross margins nearly doubling to 15-17% and record $60B+ Q4 backlog, signaling robust AI server demand despite revenue …
TSMC's Q2 2026 earnings beat expectations with 34% revenue growth and raised full-year guidance to 40%+ growth, driven by surging AI infrastructure demand, signaling strong tailwinds for AI chip desi…
Aehr Test Systems surged 27.86% on strong FY2027 revenue guidance (160-200% growth) driven by AI processor, silicon photonics, and power semiconductor testing demand, signaling robust AI chip sector …
Super Micro Computer secured over $60 billion in new orders, raising gross margin guidance to 15-17% from 8.2-8.4%, sending shares up 17.5%. Signals robust AI infrastructure demand benefiting chip su…
Anthropic's soaring AI spending is fueling massive revenue for suppliers Broadcom (custom TPU chips) and SpaceX (Colossus supercomputer lease), offering indirect exposure to Anthropic's growth ahead …
Hut 8 signed a $9.8B, 15-year lease with an investment-grade AI customer, fully commercializing its 1-GW Beacon Point campus in Texas, boosting total contracted capacity to $26.6B and lifting shares …
Article highlights Nvidia, Micron, and Alphabet as top AI infrastructure beneficiaries, citing massive hyperscaler capex growth ($1 trillion projected in 2026), strong revenue growth, and reasonable …
U.S. inflation has hit a three-year high of 4.2%, driven by Trump's tariffs, the Iran war affecting oil, and the AI infrastructure boom. While Nvidia benefits from AI demand, the broader market faces…
BofA bullishly increased price targets for AMD and NVDA, citing the massive growth potential of agentic AI. The firm projects the server CPU market to reach $170 billion by 2030, positioning these ch…
AMD reported strong Data Center growth, with revenues up 57% year-over-year. Robust demand for EPYC processors and Instinct AI accelerators positions the company for long-term expansion in AI infrast…
NVIDIA continues to serve as the benchmark for market outperformance, driven by robust sales growth and significant margin expansion. The article highlights how these fundamental traits, fueled by th…
Marvell Technology and Flex will join the S&P 500 index, replacing Pool Corp and Campbell's. This inclusion reflects Marvell's massive valuation growth driven by the AI sector, bolstered by strong ea…
NVIDIA CEO Jensen Huang announced that the 'Vera Rubin' AI platform is in full production. This next-generation architecture is designed to power 'Agentic AI,' capable of complex tasks and iterative …