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Former President Trump advocates for data center expansion, warning localities against blocking the 'Golden Goose' of AI infrastructure. Despite local opposition, the article highlights Nvidia's domi…
AI data centers are transitioning from 48V to 800V rack architectures to meet escalating power demands. Suppliers like Navitas are securing design wins in NVIDIA's MGX 800V ecosystem, reinforcing NVI…
Nvidia stock rose after securing over $500 billion in third-party capital from major financial institutions to fund AI infrastructure buildout, signaling strong investor confidence in AI growth.
Nebius (NBIS) stock surged 298% on AI cloud growth and deals with Meta, Microsoft, and Nvidia's $2B investment, but has pulled back 26% from June highs. Valuation remains rich at 17x 2026 revenue gui…
SpaceX pledges exclusive Nvidia Vera Rubin chip deployment, targeting 20GW compute by 2027. Analyst estimates suggest massive incremental revenue for Nvidia, potentially reaching $1 trillion cumulati…
Jim Cramer defends mega-cap tech leaders like Apple and NVIDIA despite recent short-term underperformance relative to storage stocks. He emphasizes their long-term dominance and identifies specific m…
AI-related semiconductor stocks rallied sharply Friday on diplomatic hopes and AI demand optimism. Nvidia positioned itself as full-stack AI infrastructure leader with $200B CPU opportunity, while me…
AI infrastructure boom reshapes semiconductor sector as memory stocks outperform Nvidia. Memory shortage through 2027 creates pricing power for Micron, SanDisk, and Western Digital, while volatility …
Citi raised price targets for Intel and AMD, citing strong CPU market growth potential to $131.5B and increasing data center demand, positioning both chipmakers to benefit from AI infrastructure expa…
NVIDIA shares climbed 60% YoY on strong AI datacenter demand, but Micron emerges as a formidable competitor with 600% gains, offering AI memory solutions with superior pricing power and 40% HBM marke…
Wedbush analyst Dan Ives predicts the Nasdaq will surge to 30,000 within 6-9 months, citing strong AI demand. Cerebras' explosive IPO debut reinforces the market's appetite for AI infrastructure play…
Alphabet raised $3.6 billion in yen-denominated bonds, its largest non-Japanese yen deal ever, as part of a $60 billion four-month borrowing spree to fund AI infrastructure and data centers.
Dow Jones regained 50,000 level driven by AI stocks. Nvidia hit 52-week high on China chip sales approval, Amazon gained 18% YTD on AI investments, while Cisco surged 13% post-earnings.
Silver declines 4.56% as copper surges to record highs on strong Chinese demand and supply concerns. Mining stocks like Antofagasta, Anglo American, and Rio Tinto gain significantly, reflecting broad…
Broadcom shares experienced intraday volatility but recovered as Citigroup raised its price target to $500, citing sustained AI infrastructure demand and custom chip opportunities. The company benefi…
Microsoft's 26.79% stake in OpenAI, valued at $228.3 billion following OpenAI's restructuring and $122 billion funding round, represents a 17.6x return on its $13 billion investment. The partnership …
Wolfspeed surged 23% after Citrini Research recommended the power-chip maker, citing AI data center demand. Nvidia CEO Jensen Huang and Tesla CEO Elon Musk accompanied President Trump to China.
Nvidia invests $18 billion across public companies and partners to strengthen its AI ecosystem, ensuring long-term growth, supply chain security, and infrastructure support.
Meta Platforms boosts AI infrastructure investment in Texas to $10B, emphasizing compute power and sustainability while cutting metaverse spending.
Meta reduces workforce amid restructuring to focus spending on AI infrastructure and talent, signaling strategic shift away from Reality Labs toward AI growth.