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Nvidia Investment Opportunities Investment Investment Strategies Data Centers Company Performance Investor Sentiment Stock Performance Revenue Growth Chip Manufacturing

Corning Extends Rally as AI Data‑Center Optics Draw Fresh Upgrades and Higher Sales Goals

Rising hyperscale data‑center demand is resetting expectations across Wall Street.

Google Sends Procurement Team to China to Source Liquid‑Cooling Gear for AI Data Centers

DAX Eases After Nvidia Beat, Hovering Near 25,000

Grab Posts Record Quarter, First Profitable Year With $500 Million Buyback and 2026 Outlook

Baidu Authorizes $5 Billion Buyback, Adopts First Dividend Policy

New Evidence Shows AI Is Reordering Work More Than Eliminating Jobs

Applied Digital’s Surge Tops Peers as Losses and Cash Burn Test Its Rich Valuation

Analysts Boost Amazon Outlook on AWS Reacceleration and Ad Strength

Apple Picks Google’s Gemini for Next‑Gen Device AI as Alphabet Tops $4 Trillion

Alphabet Hits $4 Trillion Market Value on AI Momentum

Microsoft Launches Copilot Checkout for In-Chat Purchases in the U.S.

TSMC's Lead in AI Chipmaking Grows as Nvidia Dominance Fuels Demand

AI Set to Move From Pilots to Scaled, Supervised Agents in 2026

Analysts Defend Broadcom After Post‑Earnings Slide as UBS Raises Target

ASML Faces New Scrutiny Over Reported China Sales as Analysts Lift Price Targets

Nebius Taps Microsoft and Meta Megadeals to Expand Beyond Hyperscalers

JD Launches 7Fresh Coffee, Standalone Waimai App and AI Review and Ranking Services

Applied Digital Prices $2.35 Billion in 9.25% Secured Notes to Speed AI Data Center Buildout

CoreWeave Extends Credit Line to $2.5 Billion as Stock Halves After Guidance Cut

AMD Sets Datacenter-First Course: Zen 6 in 2026, Zen 7 Named, ACE/ChkTag Announced, MI400–MI500 Roadmap