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Semiconductor stocks surged as declining Treasury yields, falling oil prices, and robust AI demand boosted market sentiment. Nvidia CEO Jensen Huang reaffirmed projections of $3 trillion to $4 trilli…
Microsoft plans to more than triple its global data center capacity to over 38 gigawatts by 2032 to meet booming AI and cloud demand. The aggressive expansion aims to alleviate current computing capa…
NVIDIA CEO Jensen Huang reiterated massive AI infrastructure demand at Goldman Sachs' conference, forecasting $3 trillion to $4 trillion in spending by 2030. Huang expressed confidence in 70% year-ov…
NVIDIA confirmed Vera Rubin racks are in full production across major cloud providers as Michael Burry closed his bearish put position. Meanwhile, market focus is shifting from AI chip demand toward …
Nvidia CEO Jensen Huang pushed back against concerns that funding data center and AI infrastructure projects amounts to circular financing, calling it a smart distribution strategy. Despite his defen…
The S&P 500 presents a buying opportunity on its recent pullback, driven by accelerating corporate earnings, strong AI infrastructure spending, and resilient economic growth ahead of fourth-quarter s…
Barclays raised its year-end S&P 500 target to 7,950 from 7,800, citing robust corporate earnings and continued AI infrastructure spending by tech giants. However, the bank remains relatively cautiou…
Broadcom raised its AI semiconductor revenue outlook to $115 billion for fiscal 2027 and projected $230 billion by fiscal 2028. Driven by custom silicon demand from Alphabet and Meta, Q3 AI sales sur…
AI platform Zankore secured a $3.1 billion loan facility to finance an Nvidia-powered AI data center in Indonesia. Starting at 100MW and targeting 1GW capacity, the deal marks a major expansion of Nv…
Harbor Capital's Mid Cap Value Fund highlighted TD SYNNEX as a top Q2 contributor amid surging AI infrastructure demand. The broader S&P 500 saw strong quarterly gains led by tech hardware spending, …
Nvidia CEO Jensen Huang declared that AGI has arrived following OpenAI's launch of GPT-6 Astra. The model was trained on over 100,000 Nvidia Grace Blackwell systems, confirming sustained massive dema…
Nvidia issued unprecedented guidance forecasting 70% revenue growth for fiscal 2028, far outpacing Wall Street expectations. The outlook follows a blowout Q2 with revenue surging 106% year over year …
NYU professor Scott Galloway warned that SpaceX is severely overvalued, forecasting an 80% plunge to $10–$30 per share. He cited Nasdaq 100 passive buying distortions, heavy debt issuance, and mounti…
Nvidia is reportedly providing $2 billion of a $3.5 billion pre-IPO funding round for AI cloud firm Nscale. The deal sparks concerns over circular vendor financing, where chip suppliers fund their ow…
Oppenheimer raised its SpaceX price target, citing rapid AI growth post-Cursor acquisition. The firm highlighted heavy reliance on Nvidia GPUs and next-gen Rubin chips, alongside compute leasing part…
Economist Tyler Cowen argues Nvidia's aggressive investments and financing of AI infrastructure make the boom durable rather than a bubble. By acting as a key backer for its ecosystem, Nvidia helps b…
Nvidia CEO Jensen Huang outlined a five-layer AI framework at the G20 spanning energy, chips, infrastructure, models, and applications. The vision highlights sustained long-term capital flows across …
Hyperscalers Amazon, Alphabet, and Meta are highlighted as prime long-term growth investments. Their robust core businesses and massive operating cash flows effectively fund substantial AI infrastruc…
Microsoft's new Azure disclosures highlight a widening gap behind Amazon's AWS, which posted $42B in quarterly revenue. Despite OpenAI and Anthropic diversifying AI compute to AWS, Microsoft maintain…
Dell posted record Q2 results driven by AI-optimized server revenue doubling to $16.4 billion and a massive $95 billion backlog. Raising long-term AI server guidance to $74 billion, the report unders…