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AI Stocks

Micron Crushes Estimates and Says HBM Shortage Will Last Beyond 2027

The strong quarter points to sustained hyperscaler spending for high‑bandwidth memory while investors now watch supply moves, rental‑rate trends, and competitor capacity as tests of the AI hardware rally's durability.

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Nvidia’s China Chip Opening Stalls After U.S. Approval as Markets Brace for Earnings

89 ARTICLES

2mo ago

Alphabet Lifts 2026 AI Capex to $180–$190 Billion as Google Cloud Sales Surge

155 ARTICLES

2mo ago

AI-Led Tech Rally Hits Crossroads as Fed Meets and Big Tech Reports

86 ARTICLES

2mo ago

Goldman Backs Microsoft as Shares Slide on AI Spending Fears

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3mo ago

Nvidia’s AI Boom Collides With Valuation Jitters and War-Driven Volatility

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4mo ago

Baron Discovery Fund Reports 2025 Lag Versus Benchmark, Sets Conviction Bets for 2026

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5mo ago

Diamond Hill Large Cap Fund Lags in Q4 as AI Rally Lifts Tech Leaders

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6mo ago

Nvidia Completes $5 Billion Intel Stake as Intel 18 Testing Report Stirs Doubts

31 ARTICLES

6mo ago

AMD Heads Into 2026 as a Credible AI Rival, With Big Deals and Bigger Execution Tests Ahead

4 ARTICLES

6mo ago

Marvell Faces Split Calls as Citi Flags CES Catalyst and Moody’s Moves Credit Rating to Baa3

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6mo ago

Ondas Shares Rebound on AI Demining Pilot and Roboteam Acquisition as Company Flags One-Time Charge

11 ARTICLES

7mo ago

Harding Loevner’s Q3 Letter Flags AI-Driven Dispersion, Backs TSMC and Thermo Fisher, Adds Elevance

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7mo ago

Applied Materials Extends Rally as Analysts Lift Targets on AI Chip Spending

67 ARTICLES

7mo ago

AWS Launches Trainium3 and Plans NVLink-Ready Trainium4, Tightening Its Grip on AI Compute

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7mo ago

Cramer Calls Disney a Hold as Bernstein Reaffirms Outperform

61 ARTICLES

7mo ago

Nvidia Defends AI Lead as Google–Meta TPU Talks Jolt Shares and China Workarounds Surface

AI Stocks

Micron Crushes Estimates and Says HBM Shortage Will Last Beyond 2027

Micron’s Stock Surges as Company Says 2026 HBM Is Fully Contracted

TSMC Posts Strong May Sales, Keeps 2026 Capex at Top of Guidance

Nvidia Pushes Into CPUs With Vera and Forecasts $200 Billion Market

Nvidia’s China Chip Opening Stalls After U.S. Approval as Markets Brace for Earnings

Alphabet Lifts 2026 AI Capex to $180–$190 Billion as Google Cloud Sales Surge

AI-Led Tech Rally Hits Crossroads as Fed Meets and Big Tech Reports

Goldman Backs Microsoft as Shares Slide on AI Spending Fears

Nvidia’s AI Boom Collides With Valuation Jitters and War-Driven Volatility

Baron Discovery Fund Reports 2025 Lag Versus Benchmark, Sets Conviction Bets for 2026

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AI Stocks

Diamond Hill Large Cap Fund Lags in Q4 as AI Rally Lifts Tech Leaders

Nvidia Completes $5 Billion Intel Stake as Intel 18 Testing Report Stirs Doubts

AMD Heads Into 2026 as a Credible AI Rival, With Big Deals and Bigger Execution Tests Ahead

Marvell Faces Split Calls as Citi Flags CES Catalyst and Moody’s Moves Credit Rating to Baa3

Ondas Shares Rebound on AI Demining Pilot and Roboteam Acquisition as Company Flags One-Time Charge

Harding Loevner’s Q3 Letter Flags AI-Driven Dispersion, Backs TSMC and Thermo Fisher, Adds Elevance

Applied Materials Extends Rally as Analysts Lift Targets on AI Chip Spending

AWS Launches Trainium3 and Plans NVLink-Ready Trainium4, Tightening Its Grip on AI Compute

Cramer Calls Disney a Hold as Bernstein Reaffirms Outperform

Nvidia Defends AI Lead as Google–Meta TPU Talks Jolt Shares and China Workarounds Surface

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AI Stocks