SanDisk stock surged over 15% as analysts point to the company's dominant position in supplying high-performance storage for the rapidly expanding AI infrastructure, leading to a dramatic rise in profits and a significantly upgraded price target.
As hyperscalers like Amazon prepare to report earnings, the focus is shifting from quarterly sales to massive capital investments in AI infrastructure and strategic partnerships with GPU-as-a-service providers.
Elon Musk announces the integration of his AI startup xAI into SpaceX, citing terrestrial power and cooling constraints as a catalyst for moving advanced computing into space, with the Starship program central to the ambitious orbital data center vision.
A federal judge has indefinitely blocked the Trump administration's plan to end Temporary Protected Status for Haitians, delivering a reprieve to hundreds of thousands of immigrants and sharply criticizing the decision as 'arbitrary' and potentially racially motivated.
As AI agents flock to a dedicated social platform, creating their own cultures and discussing independence, tech billionaire Bryan Johnson warns of unforeseen consequences, comparing the phenomenon to a mirror of humanity's own impulses.
Despite recent stock pressure, Palo Alto Networks is betting big that its integrated cybersecurity platform and strategic acquisitions in identity security and AI will solidify its market dominance and capture a larger share of enterprise security budgets.
A detailed options trade on Dell Technologies reveals a high-conviction, income-focused strategy betting on the company's stability and its role in the AI buildout, even as the stock faces near-term volatility.
Amid a cautious retail environment, Ollie's Bargain Outlet (OLLI) is posting impressive growth by leaning into aggressive pricing and rapid store expansion. Its latest earnings beat and a fortified loyalty program are painting a compelling picture for long-term investors, even as valuation questions linger.
Cipher Mining Inc. (CIFR), once a traditional cryptocurrency miner, has rapidly transformed into a key developer of industrial-scale data centers, capitalizing on the insatiable power demands of artificial intelligence. With a portfolio exceeding 3 gigawatts, primarily in power-rich West Texas, the company is now building the physical backbone for tech giants. This strategic pivot, however, raises critical questions about capital allocation and the sustainability of the AI infrastructure rush.
As enterprises rush to modernize infrastructure for AI, MongoDB finds itself in a pivotal position. Strong Atlas growth signals early success, but declining direct sales and fierce competition pose significant risks, creating a high-stakes binary outcome for investors.
Despite a sharp sell-off following its latest earnings report, Microsoft retains Wall Street's strongest buy consensus. Analysts see a potential 40%+ return over the next year, betting that current AI investments will fuel long-term growth even as near-term cloud metrics show signs of moderation.
As the AI infrastructure race intensifies, a critical bottleneck is emerging: memory. With demand for high-bandwidth memory (HBM) skyrocketing, Micron Technology finds itself at the center of a new investment thesis, drawing comparisons to the early days of Nvidia's AI-driven ascent.
A Virginia jury has found former federal agent Brendan Banfield guilty of orchestrating the murders of his wife and an innocent man, a scheme prosecutors say was designed to frame the victim and allow Banfield to continue an affair with the family's live-in nanny.
As AI infrastructure scales, reliability becomes paramount. Credo Technology Group, once a niche connectivity player, is now seeing explosive growth as its solutions become critical to preventing costly failures in hyperscale data centers. With revenue soaring over 270% and margins expanding, the debate is whether Credo is a cyclical beneficiary or the foundational 'toll road' of modern AI computing.
Newly released jail footage shows Michael McKee, the surgeon charged with the premeditated murders of his ex-wife and her husband, appearing calm and detached during the booking process following his extradition to Ohio.
SiTime Corporation (NASDAQ: SITM), a leader in MEMS-based timing solutions, is attracting bullish attention as its technology becomes increasingly critical for AI infrastructure and high-performance computing. With strong recent financials and strategic expansion, the company is navigating both opportunities and risks in a complex semiconductor landscape.
After a challenging period of fixed-price contracts, Mercury Systems (MRCY) is positioned at the convergence of ruggedized computing and rising defense AI budgets. With a record $1.4 billion backlog, bulls eye a potential turnaround as legacy headwinds fade.
Once known as SMART Global, Penguin Solutions is undergoing a radical transformation into a designer of AI superclusters. With a key investment from SK Telecom, the company aims to prove its specialized engineering can compete in a crowded field.
The Malaysian retail distributor has posted improving returns on capital employed, signaling a potential operational turnaround despite a steep five-year share price decline and industry-lagging profitability.
State Rep. James Talarico pushes back against claims he called former Congressman Colin Allred a 'mediocre Black man,' attributing the dispute to a misinterpreted private conversation as a heated Democratic primary intensifies.
