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Analysts Reaffirm Bullish NVIDIA Calls After GTC as Company Outlines Bigger AI Opportunity

Wall Street cites fresh roadmap details to justify $300 targets.

AMD Locks Adeia IP License as Meta Plans 6 GW Instinct Rollout

MSI Lifts Gaming Hardware Prices 15–30% as AI Demand Tightens Memory and GPU Supply

Nvidia to Invest $2 Billion in Nebius to Speed AI Data-Center Buildout

Micron Extends Yearlong Rally as AI-Fueled Memory Shortage Triggers Fresh Price Spikes

Arista Targets $11 Billion in 2026 on AI Data-Center Surge

Uber to Add Zoox Robotaxis to Its App Starting in Las Vegas This Summer

Zendesk Strikes Deal to Acquire Forethought to Accelerate Agentic AI in Customer Service

WhatsApp Tests 'Plus' Paid Tier With Customization Perks and More Pinned Chats

AI Trade Splits: Nvidia’s Record Quarter Faces Pressure as Salesforce’s Outlook Draws Skepticism

Insight Holdings Exits $148 Million SentinelOne Stake as Retail Bull Case Gains Attention

ChatGPT Hits 900 Million Weekly Users as Paid Subscribers Top 50 Million

AMD Invests $150 Million in Nutanix, Pledges Up to $100 Million More for Open Enterprise AI Platform

Palantir Draws Fresh Upgrades as De-Rating Resets Valuation After Blowout Q4

Pure Storage Rebrands as Everpure to Expand Into Enterprise Data Governance

Samsung Shares Hit Record on Reports of $700 HBM4 Pricing and Premium Nvidia Tier

Cadence Beats Q4 Targets, Shares Jump as AI Demand Drives Record Backlog and 2026 Guidance

Micron Bets $200 Billion on U.S. Fabs as AI HBM Supply Sells Out Through 2026

TeamSpeak Reaches Capacity in Multiple Regions After Discord Age‑Verification Backlash

Cloud Giants Lock Up 2026 Hard‑Drive Supply as Western Digital and Seagate Sell Out