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Microsoft Corporation

The $678 billion backlog that Microsoft's cloud business is sitting on suggests that the good times will continue.

NVIDIA Corporation

Firmus’ September 8 agreement with OpenAI connects fresh computing demand to two distinct public-market exposures: NVIDIA Corporation (NASDAQ:NVDA), w...

NVIDIA Corporation

Alphabet is having a great 2026, but Nvidia's growth is tough to compete against.

Apple Inc.

After examining both companies, one seems to have a higher growth opportunity.

Apple Inc.

Apple, Bitcoin, CEO leadership changes and Grindr's standout productivity shaped this week's biggest technology stories.

NVIDIA Corporation

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.

Advanced Micro Devices, Inc (NASDAQ:AMD) has set its sights on capitalizing on the growing demand for workstations capable of running large artificial...

NVIDIA Corporation

NVIDIA Corporation (NASDAQ:NVDA) is expanding its global AI infrastructure ambitions, with Australia emerging as an important new market for its growi...

Advanced Micro Devices, Inc.

Elon Musk recently praised a specific GPU stock during SpaceX's earnings call.

NVIDIA Corporation

Nvidia and Broadcom both benefit from the AI infrastructure boom, but one is still a better stock pick.

NVIDIA Corporation

A new bull started coverage with math that cuts against the crowd

NVIDIA Corporation

Nvidia is calling for 70% revenue growth for fiscal 2028.

NVIDIA Corporation

Nvidia’s reported discussions to anchor Anthropic’s planned $100 billion IPO represent more than a massive capital injection; they signal the maturati...

NVIDIA Corporation

In the future, Huang believes artificial intelligence agents will work alongside humans, carrying out the bulk of AI tasks.

NVIDIA Corporation

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...

Advanced Micro Devices, Inc.

With demand remaining solid and AMD’s earnings growth set to speed up, the stock has room to advance despite higher valuation metrics.

Apple Inc.

Apple is one of Taiwan Semiconductor's largest clients, but Nvidia is on the rise.

Apple Inc.

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...

Apple Inc.

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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