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Chipmakers gained as Nvidia CEO Jensen Huang reiterated expectations for $3 trillion to $4 trillion in AI infrastructure spending by 2030. Sector optimism was further bolstered by strong cloud enterp…
Nancy Pelosi's spouse capitalized on Bloom Energy's surge before its S&P 500 inclusion, driven by AI data center power demand. The infrastructure expansion is reinforced by massive triple-digit AI re…
Nancy Pelosi’s spouse acquired up to $12 million in Bloom Energy stock and options weeks before its S&P 500 inclusion. The rally reflects soaring AI data center power demand, mirrored by explosive da…
AMD and NVIDIA posted strong quarters driven by surging AI accelerator demand. While AMD shows rapid data center growth and customer wins, NVIDIA maintains massive revenue dominance, higher gross mar…
AMD and Alphabet reported blockbuster Q2 results driven by surging AI demand. AMD's Data Center revenue jumped 107% behind Helios, while Alphabet's Cloud surged 82% with a $514 billion backlog and a …
Meta Platforms and AMD are positioned to surge from the agentic AI wave. Meta leverages personalized AI agents to boost user engagement and advertising revenue, while AMD captures massive data center…
Recent pullbacks across NVIDIA, Broadcom, and AMD offer attractive entry points ahead of key earnings catalysts. All three semiconductor leaders report soaring AI demand, robust data center expansion…
AMD posted robust Q2 results driven by a 107% surge in data-center revenue to $6.7 billion. The chipmaker priced a record $4.75 billion bond to fund AI infrastructure expansion and is reportedly coll…
AMD's Q2 Data Center revenue surged 107% YoY to $6.7 billion, prompting Tiger Global to rotate out of Nvidia, Microsoft, and Alphabet into AMD. Strong partnerships with Anthropic and Microsoft boost …
Super Micro's blowout $60 billion order backlog and surging margins validated persistent AI infrastructure demand. The strong server supply-chain read-through boosted shares of key chipmakers NVIDIA …
TSMC's July revenue surged 44.7% YoY, confirming robust AI chip demand despite a 6-week semiconductor selloff. Nvidia and Google, TSMC's key clients, benefit from strong high-performance computing sa…
Sovereign AI infrastructure buildout accelerates as Nvidia posts 92% data center growth with $91B Q2 guidance and AMD reports 107% data center growth with sovereign wins in India, Korea, and UAE.
AMD partnered with Core Scientific for over 500 megawatts of U.S. data center capacity starting in 2027, potentially expanding to 2.5 gigawatts. This deal helps solve AI deployment bottlenecks by ali…
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…
AMD shows robust data center and AI-driven growth with rising earnings estimates. However, shares are currently overvalued with a premium P/E ratio, and gross margins face pressure from MI450 product…
AMD shows strong data center and AI growth but faces stiff competition from NVIDIA, whose new GPU platforms boost AI infrastructure adoption. AMD’s valuation is stretched, tempering near-term outlook…