The $678 billion backlog that Microsoft's cloud business is sitting on suggests that the good times will continue.
Firmus’ September 8 agreement with OpenAI connects fresh computing demand to two distinct public-market exposures: NVIDIA Corporation (NASDAQ:NVDA), w...
Alphabet is having a great 2026, but Nvidia's growth is tough to compete against.
After examining both companies, one seems to have a higher growth opportunity.
Apple, Bitcoin, CEO leadership changes and Grindr's standout productivity shaped this week's biggest technology stories.
The cloud giant added more than 300,000 GPUs in one quarter, and its fleet still ran nearly full. Even 4-year-old chips got a price bump.
Advanced Micro Devices, Inc (NASDAQ:AMD) has set its sights on capitalizing on the growing demand for workstations capable of running large artificial...
This company is already greatly benefiting from AI.
NVIDIA Corporation (NASDAQ:NVDA) is expanding its global AI infrastructure ambitions, with Australia emerging as an important new market for its growi...
Elon Musk recently praised a specific GPU stock during SpaceX's earnings call.
Nvidia and Broadcom both benefit from the AI infrastructure boom, but one is still a better stock pick.
A new bull started coverage with math that cuts against the crowd
Nvidia is calling for 70% revenue growth for fiscal 2028.
Nvidia’s reported discussions to anchor Anthropic’s planned $100 billion IPO represent more than a massive capital injection; they signal the maturati...
In the future, Huang believes artificial intelligence agents will work alongside humans, carrying out the bulk of AI tasks.
NVIDIA is reportedly in talks to anchor what could become the largest IPO in market history, and the logic behind the check reveals exactly how the ch...
With demand remaining solid and AMD’s earnings growth set to speed up, the stock has room to advance despite higher valuation metrics.
Apple is one of Taiwan Semiconductor's largest clients, but Nvidia is on the rise.
Qualcomm is watching Apple walk out the door with its modem business, but a surprise Amazon partnership promises a $60 billion lifeline built on unpro...
Despite Friday's bounce, stocks are struggling amid surging oil prices and yields, though Apple, Moderna are buys. The Fed meeting looms.
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