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Barclays raised its year-end 2026 S&P 500 target to 7,950 from 7,800, boosting EPS forecasts following resilient corporate earnings. Strategists emphasized solid Big Tech performance, driven by Alpha…
Arm and Sandisk offer contrasting AI exposure through chip design licensing versus physical NAND memory manufacturing. Sandisk shows explosive revenue growth backed by hyperscaler multi-year contract…
Nvidia and Broadcom are poised for major rebounds heading into 2027, driven by massive AI hyperscaler capital spending and compressed valuations. Nvidia projects 70% revenue growth backed by its Rubi…
Vertiv is expanding into power architecture via its acquisition of Utility Innovation Group to solve power bottlenecks in data centers. The expansion is fueled by massive hyperscaler capex and high t…
CNBC's Jim Cramer advised investors not to sell Nvidia stock despite post-earnings softness, reiterating strong confidence in CEO Jensen Huang. He suggested a theoretical $500 billion buyback to boos…
Broadcom earned a Buy rating and a $426 price target from 24/7 Wall St., driven by custom AI chip revenue surging 221% year-over-year. Long-term multi-year contracts with Google, Meta, and OpenAI bol…
Analysis warns the US AI lead is narrower than facility counts suggest. While Nvidia and hyperscalers dominate chips and capital, mounting power grid constraints, permitting bottlenecks, and local po…
HSBC remains bullish on AI but cautions that hyperscalers like Microsoft face surging capex and near-term free cash flow headwinds. However, strong enterprise demand, accelerating corporate adoption,…
Business AI adoption stalled in August, rising only 0.4% according to Ramp spending data. Top firms saw spending per employee decline nearly 10% amid lower token costs and cheaper model usage, raisin…
Credo Technology reported record Q1 revenue of $479 million, up 115% year-over-year, driven by robust demand for AI cluster connectivity. Management highlighted rapid expansion in optical DSPs, Zero-…
Corning secured multibillion-dollar optical fiber agreements with Amazon, Nvidia, Verizon, and Meta to power AI infrastructure. The surging contract commitments highlight robust capital expenditure a…
Goldman Sachs forecasts U.S. data center power demand doubling by 2027 amid rapid corporate AI adoption. Benefiting from accelerating hyperscaler capex, NVIDIA and Broadcom project exponential revenu…
Jabil projects AI revenue to reach $13.6 billion by fiscal 2026, driven by heavy data center spending from hyperscalers like Amazon, Microsoft, and Google. Despite growth across compute, power, and h…
A Swiss Re report reveals the AI data center expansion could generate $91 billion in insurance premiums through 2030. Nvidia is mobilizing over $500 billion in third-party infrastructure capital, whi…
Analyst projections highlight Nvidia's potential to reach $851 billion in annual net income by 2029, driven by an expected 64% EPS compound growth rate. Hyperscaler capex projections and multi-gigawa…
NewEdge Wealth portfolio manager Jay Peters reiterated a bullish outlook on NVIDIA and Broadcom, citing strong cash flows, 19-20x forward earnings valuations, and projected 30% hyperscaler capex grow…
Berkshire Hathaway leadership and new state regulations highlight growing nationwide resistance against AI data center construction. Local permit hurdles and surging utility costs threaten to stall m…
AI data center infrastructure providers Vertiv, Comfort Systems USA, and Sterling Infrastructure report surging backlogs and robust revenue growth. Massive demand for power, liquid cooling, and physi…
The AI boom is driving unprecedented demand for semiconductors, benefiting key chipmakers like Nvidia and Micron. Major tech hyperscalers (Amazon, Microsoft, Meta) are heavily investing in data cente…
Recent AI stock weakness driven by hedge fund liquidation has cleared. Driven by massive hyperscaler CAPEX projected to exceed $1 trillion and NVIDIA capturing roughly 39% of spending at an attractiv…