Despite a flat start to 2026, Nvidia's valuation appears compelling as new forecasts project global AI spending to surge past $3.3 trillion by 2027, suggesting the chipmaker's growth story is far from over.
With Advanced Micro Devices set to report Q4 results, derivatives traders are pricing in a significant post-earnings move, betting the chipmaker's momentum can extend its recent 25% surge from yearly lows.
Shares of Super Micro Computer (SMCI) advanced Thursday after Rosenblatt Securities reiterated its Buy rating, with investors eyeing potential benefits from NVIDIA's next-generation AI chips and easing supply constraints.
London's blue-chip index surged to a historic high as investors rotated into defensive sectors, shrugging off a brutal sell-off in precious metals and oil triggered by geopolitical shifts and regulatory moves.
Micron Technology's stock is under renewed scrutiny as analysts adjust price targets, reflecting a pivotal shift in how the memory chipmaker is perceived amidst evolving AI and data center demand. The reassessment underscores broader market recalibration for semiconductor players.
Investment firm Ashva Capital Management highlights Advanced Micro Devices (AMD) in its latest investor letter, citing the chipmaker's disciplined execution as a cornerstone for enduring growth, even as the fund's overall 2025 returns trailed major indices.
After years of punishing declines, MaxLinear's stock appears deeply discounted. But does a 29% gap between its market price and intrinsic value signal a genuine opportunity, or merely reflect the structural challenges facing the chip designer?
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.
As interest rates retreat, income investors are revisiting blue-chip dividend stocks. Altria (MO), with its 7.1% yield and decades of payout growth, presents a compelling, if controversial, case for capital preservation and income generation.
Morgan Stanley reaffirms its Overweight rating on Nvidia with a $250 price target, citing the company's systemic advantage through its Vera Rubin platform and robust hyperscaler spending, despite acknowledging competitive and demand risks.
SanDisk's stock surged after the data storage giant issued a blockbuster third-quarter outlook, far exceeding Wall Street expectations. The company credited soaring demand from artificial intelligence applications and announced a major extension to a key supply agreement, highlighting the intense competition for memory chips in the AI era.
A U.S. lawmaker has alleged that Nvidia Corp (NASDAQ:NVDA) provided technical assistance to Chinese AI startup DeepSeek. Nvidia Technical Support Allegedly Boosted DeepSeek's Efficiency Nvidia helped DeepSeek improve the efficiency of its artificial intelligence models, according to a letter sent to the U.S. Commerce Department by Rep. John Moolenaar (R-Mich.), chair of the House Select Committee on China. The letter, seen by Reuters on Wednesday, says documents obtained by the committee show th
MPWR shares have surged alongside a broader chip rally, buoyed by ASML's results and bullish internal data growth forecasts for 2026. With stellar short and long-term returns, investors now grapple with conflicting valuation models amid high expectations for AI and data center demand.
Chip designer MaxLinear capped off a transformative 2025 with a strong fourth quarter, reporting 30% full-year revenue growth and positive cash flow ahead of schedule. CEO Kishore Seendripu pointed to surging demand in data center optical interconnects and wireless infrastructure as key catalysts, positioning the company for even faster growth in 2026.
Asian equities and Bitcoin stabilized Tuesday following a turbulent session, with investors digesting a rebound in US factory data and a calmer precious metals market. Regional indexes recovered, while crypto markets assessed the damage from recent liquidations.
Elon Musk's SpaceX is set to acquire his artificial intelligence startup xAI in a landmark share exchange, with investors offered 0.1433 SpaceX shares for each xAI share, according to a source familiar with the transaction. The deal underscores Musk's strategy of consolidating his tech empire amid fierce AI competition.
Broadcom has reached an agreement with Fidelity Investments, dismissing a lawsuit related to VMware software licensing. The settlement ensures service continuity for a major client and offers clarity on Broadcom's post-acquisition strategy, a key focus for investors monitoring the tech giant's integration efforts.
SanDisk (NASDAQ: SNDK) and Kioxia have renewed their flash memory joint venture for another five years, a strategic move aimed at securing advanced 3D NAND production capacity and supply chains through 2034 to meet the explosive storage needs of artificial intelligence.
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.
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.
