Scotiabank analyst Maher Yaghi maintains Verizon Communications (NYSE:VZ) with a Sector Outperform and lowers the price target from $52.5 to $51.5.
CoreWeave launches NVIDIA Vera Rubin platform and Forge, adds enterprise clients; analyst keeps Overweight, citing future margins.
AMD’s $8.2 billion World Labs deal could give the chipmaker a bigger role in the next wave of AI beyond today’s GPU race.
Two of these stocks are risky bets.
Amazon (NASDAQ:AMZN) is seeking external investors for a financing arrangement involving approximately $8 billion of advanced Nvidia (NASDAQ:NVDA) chi...
Nvidia stock is within touching distance of a record high as it highlights the usable life of its chips in a rebuttal to Michael Burry.
Morgan Stanley names Nvidia its top chip pick again, citing valuation, earnings outlook and its broad AI cloud-partner base.
Among Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta, and Tesla, there are two phenomenal bargains amid a historically pricey stock market.
US authorities arrested a California man for allegedly smuggling more than $300 million worth of exp
Versant (NASDAQ:VSNT) today announced it has reached a multi-year renewal of their distribution agreement with Verizon. The long-term agreement will c...
https://blogs.nvidia.com/blog/local-ai-dgx-spark-64gb-sync/?_gl=1*b3ps4v*_gcl_au*NzYzMTE4MTY4LjE3ODQxMzk5NDYuLS4tLjE3ODU4NDkxMDguMTIxMTMwODcwOS4xNzg4N...
Amazon reportedly explores an asset-light financing route as AI infrastructure spending strains cash flow.
NVIDIA is trending Friday after a week that included a record buyback authorization, a new AI safety platform and strong Micron results.
Microsoft and Alphabet are successfully adapting to the AI world.
Amazon.com (AMZN) is considering offloading about $8 billion worth of advanced Nvidia (NVDA) chips t
Dan Loeb’s Third Point exited five semiconductor holdings in Q2, while several of the stocks have since gained.
https://www.bloomberg.com/news/articles/2026-10-02/microsoft-amazon-cloud-arms-set-to-face-deeper-scrutiny-under-eu-s-tech-rules
AI infrastructure demand remains strong, but soaring costs and intensifying competition are keeping investors on edge.
Michael Burry compares Nvidia's GPU depreciation defense to the 1960s computer leasing bubble, warning "we have all been here before."
Micron stock gains on AI memory supercycle. Analysts debate how long supply shortages and strong pricing can drive MU growth.
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