Nvidiaâs full-stack AI platform, rising revenue per gigawatt, and enterprise breadth reinforce its position as core infrastructure for accelerated c...
The financial line management once put first now gets far less airtime than a business that has yet to reach the revenue line.
3 Market Predictions For September
2 months agoSeptember market outlook: Fed rate-hike odds, AI chip earnings (NVDA credit risk), and energy shocks from Middle East tensions.
Nvidia Corporation remains a Buy as hyperscaler and NeoCloud demand drives robust growth and profitability. Read more on NVDA stock here.
Tim Cook ends his Apple CEO legacy on Aug. 31, 2026, almost 15 years from his first day leading the company. Here are five top highlights he accomplis...
OpenAI's ChatGPT Work offering was down for some users on Monday, and Microsoft said it was having issues with Exchange Online.
AMD: Still Eating Intel's Lunch
2 months agoAdvanced Micro Devices, Inc. stock is cooling after a huge run. Click for why AMD's data center CPU dominance & upcoming EPYC Venice could drive the n...
OpenAI holds $5.5B in warrants from SoftBank’s SB Energy as Nvidia backs its data-center buildout with up to $105B in guarantees.
Nvidia (NVDA) stock outlook: 106% YoY growth, AI infrastructure dominance, and steady margins/FY28 guidance.
Nvidia Corporationâs strong Q2 '27 and FY28 guidance fuel a bullish NVDA outlook; learn why NVDU offers 2x upside but high volatility risk. Click fo...
Outgoing Apple CEO Tim Cook hands over the position to John Ternus.
Cisco, AMD and HUMAIN have deployed operational AI infrastructure in Saudi Arabia, powered by AMD Instinct MI355X GPUs and Cisco Silicon One networkin...
Is Verizon Stock Underperforming the S&P 500?
2 months agoVerizon has lagged behind the S&P 500 Index over the past year, and analysts remain somewhat bullish about the stock’s growth prospects.
Nvidia: This Is A Golden Opportunity
2 months agoNvidia Corporation targets ~70% FY2028 revenue growth on AI demand; Vera Rubin ramps and DCF suggest $410 fair value. Click for this NVDA earnings upd...
AI data center power demand is reshaping utilities into growth plays. Read the full analysis here.
Markets after Nvidia and Warsh: Investor's next move
2 months agoThe Investment Committee debate the next move in your portfolio following Nvidia earnings and Fed Chair Kevin Warsh's comments last week.
Nvidia's $3.5 billion MediaTek deal has revived the circular financing debate, with one portfolio manager offering a different perspective.
https://www.bloomberg.com/news/articles/2026-08-31/apple-s-phil-schiller-steps-down-from-running-app-store-and-product-events
AI investment is surging, with tech giants like Meta, Amazon, Alphabet, Oracle, and Microsoft driving massive data center buildouts. Read full analysi...
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