As CoreWeave prepares to report Q4 earnings, the market's focus sharpens on the AI infrastructure firm that has become Nvidia's largest disclosed investment. With a soaring stock and a bold expansion plan, analysts are revisiting the thesis amid both optimism and legal headwinds.
Oracle is launching a massive $45-$50 billion capital raise to aggressively expand its cloud infrastructure, fueled by long-term contracts with AI giants like OpenAI, NVIDIA, and Meta. The move underscores the fierce competition in the cloud arms race, even as the company's stock faces recent headwinds.
As the AI infrastructure race accelerates, Nvidia's relentless innovation cycle and commanding market position point to sustained growth, with data center spending projected to reach trillions annually by 2030.
Microsoft shares suffered their worst single-day decline since 2020, erasing $357 billion in market value after quarterly results disappointed investors. While concerns over AI spending and Azure growth metrics fueled the sell-off, some analysts see a potential entry point for long-term investors as the tech giant addresses capacity constraints.
As the AI arms race intensifies, Broadcom (AVGO) is emerging as a formidable challenger to Nvidia's dominance, fueled by a surging custom chip business and a compelling growth narrative that's catching Wall Street's eye.
As tech giants scramble to curb soaring AI costs, a strategic pivot toward custom silicon is reshaping the competitive landscape, with Broadcom's design prowess and TSMC's manufacturing dominance creating a powerful new axis of influence.
A $100 investment in Nvidia stock a decade ago would now be worth over $27,000, illustrating one of the most remarkable growth stories in modern market history, driven by the company's pivotal role in the AI revolution.
As the generative AI boom matures, profitability remains elusive for many software firms. We examine why investors are shifting focus to the essential hardware enablers, spotlighting Micron and Broadcom.
As markets look ahead to 2026, a mix of established giants and emerging players in AI and digital advertising present compelling opportunities for investors seeking both growth and value.
As global investment in artificial intelligence infrastructure accelerates, a handful of semiconductor giants stand to reap outsized rewards. We examine the foundational players whose technology is enabling this historic build-out.
After a relatively subdued 2025, Wall Street's projections for Nvidia's revenue growth remain robust. Analysts are debating whether the chipmaker's current valuation sets the stage for a significant rebound or a period of consolidation.
Nvidia is set to make a landmark investment in OpenAI's latest funding round, CEO Jensen Huang confirmed, signaling a deepening alliance between the AI hardware giant and the leading AI research lab. However, reports of internal skepticism at Nvidia introduce uncertainty into the final terms and timing of the deal.
AI infrastructure provider CoreWeave finds itself at a critical juncture, buoyed by a deepened $2 billion partnership with chip giant Nvidia while simultaneously defending against securities lawsuits. Investors are weighing the promise of accelerated growth against allegations of misleading disclosures, creating a volatile mix for the high-flying stock.
While investor attention fixates on flashier names, Marvell Technology's critical role in custom AI chips and data center infrastructure positions it for explosive growth, making its current valuation a potential opportunity.
Meta CEO Mark Zuckerberg's forecast of a major AI infrastructure build-out through 2026 suggests continued robust spending on Nvidia's hardware, reinforcing the chipmaker's central role in the ongoing tech boom.
Despite a mixed earnings report, Texas Instruments stock surged over 11% this week, powered by explosive growth in its data center business as AI demand fuels infrastructure spending.
Apple's record-breaking quarter highlighted a persistent memory chip shortage, driven by AI demand. This dynamic is creating a powerful tailwind for U.S.-based memory leader Micron Technology, with industry commentary suggesting the upcycle has further to run.
A major analyst upgrade, fueled by Nvidia's deepening investment and strategic alignment, projects significant upside for the AI cloud infrastructure leader CoreWeave, despite recent stock volatility.
Fueled by explosive growth in AI infrastructure spending, Nvidia's commanding market position sets the stage for significant potential gains. Analysts project a revenue path that could see its stock reach new heights by the end of the decade.
Nebius Group secures a pivotal government contract to operate Israel's national AI supercomputer, boosting its credibility and positioning it at the heart of the country's tech ecosystem, as analysts eye its growth potential.
