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Berkshire Hathaway authorized an additional $10 billion investment in Alphabet, elevating it to its third-largest common-stock holding. CEO Greg Abel highlighted Google's strong AI positioning alongs…
Surging electricity demand from AI data centers is fueling growth for utilities NextEra Energy and Constellation Energy. Constellation serves key hyperscalers like Microsoft and Meta with nuclear pow…
GDS Holdings raised its 2026 AI data-center bookings target to 1GW from 500MW, citing record hyperscaler demand and doubling backlog, though EBITDA acceleration mainly begins 2027.
S&P 500 broke above its May-July range near 7,600 on strong Q2 earnings, falling oil prices, and tech rally led by hyperscalers amid compute shortage optimism. Focus shifts to jobs data and inflation…
Reported U.S./FCC draft ban on Chinese optical transceivers sparked a rally in optics makers Applied Optoelectronics, Coherent, and Lumentum, boosting broader tech sentiment and lifting the NASDAQ 10…
Article argues NVIDIA remains the superior AI investment despite AMD's 57% YoY data center growth, citing NVDA's dominant margins, massive cash returns, and far more attractive valuation versus AMD's…
WEC Energy's $37.5B capital plan highlights massive hyperscaler demand, including Microsoft's Pleasant Prairie site and Oracle's Vantage Data Center project, signaling continued AI infrastructure exp…
NVIDIA posted record Q results with $82B revenue, 92% data center growth, and strong Blackwell adoption. Bulls highlight full-stack AI moat; bears like Burry cite bubble risk and semiconductor cyclic…
Broadcom reported record Q2 results, exceeding revenue and earnings expectations, fueled by 143% growth in AI semiconductor sales. Despite a raised outlook, the stock tumbled as investors reacted to …
Nvidia beat earnings for the 14th consecutive quarter with 85% revenue growth and strong guidance, yet shares declined post-earnings. Analysts view the pullback as creating attractive valuations and …
Broadcom (AVGO) outperforms Astera Labs in AI infrastructure competition with 106% AI revenue surge and $10.7B Q2 guidance, despite higher valuation and debt concerns.
Amazon Web Services expands AI capacity with a $5.5B, 15-year data-center lease with Cipher Digital, highlighting strong demand for AI infrastructure and supporting growth in cloud computing services.
NVIDIA launches the Vera Rubin AI platform, enhancing efficiency and lowering inference costs, positioning it to lead AI compute markets amid strong growth and robust fiscal 2027 earnings forecasts.
Nvidia shares surged as Samsung nears mass production of HBM4 chips to support Nvidia’s Vera Rubin AI accelerators, amid strong AI-driven demand boosting semiconductor prices and leading hyperscaler …
Astera Labs showcased PCIe6 interoperability with NVIDIA Blackwell GPUs, secured Alchip partnerships, and advanced UALink adoption, boosting AI infrastructure design wins. Competition from Broadcom a…
NVIDIA's Q2 fiscal 2026 data center revenue surged 56% to $41.1B, led by Blackwell adoption and hyperscaler orders; US export approval and China-focused product plans strengthen the outlook.
Zacks spotlights Broadcom's surge in AI networking and custom XPUs that challenge GPU incumbents; Broadcom's Tomahawk/Jericho switches and VMware integration drive growth, though valuation risks and …
Cisco’s security revenues rose 9% in Q4 FY25 with 750 new customers and mid-single-digit order growth. Cisco is integrating NVIDIA’s Spectrum‑X into Nexus switches and advancing Secure AI Factory sol…
Nvidia CEO Jensen Huang forecasts $3T–$4T in AI infrastructure spending by decade-end; strong demand from hyperscalers persists despite a tepid Q3 sales outlook that trimmed shares amid China revenue…