The “most bullish thing” UBS heard Nvidia say
robust rally following its earnings report and management’s conference call is proof enough that investors are picking up what Jensen Huang and co. are putting down. But what exactly is engendering en...
Morgan Stanley on Nvidia: “Everything should get better from here”
Was that... the bad part? Because after the insane profit growth that’s seen beat earnings expectations for 10 consecutive quarters , becoming a $3 trillion company in the process, Morgan Stanley ana...
Nvidia’s strong results, outlook propel AI supply chain higher
Many stocks are getting a lift today after a federal court blocked many of President Trump’s trade measures, including reciprocal tariffs. But revenue beat and broadly sunny Q2 outlook are giving an e...
WSJ: Left out, Musk tried to kill OpenAI’s “Stargate UAE” data center deal
On President Trump’s recent whirlwind trip to the Middle East, the UAE was eager to make a deal with US AI companies to build one of the world’s largest data centers. and xAI CEO Elon Musk was along f...
Nvidia has beaten earnings for 9 quarters in a row. Can Jensen and co. make it 10?
While yesterday’s tariff reprieve sent stocks soaring, the focus today is shifting onto one company, with AI darling set to report its first-quarter results after the bell. After powering the AI trad...
Hoppers, Blackwells, and Rubins: A field guide to the complicated world of Nvidia’s AI hardware
No company has played a more central role to the current AI boom than . It designed the chips, networking gear, and software that helped train today’s large language models and scale generative-AI pro...
CoreWeave’s double-digit surge is blowing away even the most bullish on Wall Street
Shares of AI cloud computing company broke above the $100 threshold for the first time Wednesday, up double digits on the session. At its intraday peak, the stock was more than 190% above its lowest c...
So... what exactly does CoreWeave do?
is having a bit of a moment. It pulled off one of the first major IPOs of the current AI boom we find ourselves in. It smashed sales expectations for its first reported quarter as a public company, an...
OpenAI’s gigantic Texas data center lands $11.6 billion in funding to expand to eight buildings
OpenAI’s massive data center, currently under construction in Abilene, Texas, just locked in $11.6 billion in new funding, bringing total commitments to $15 billion, according to The Wall Street Journ...
Nvidia teaming up with Taiwan to build its own AI supercomputer
Speaking at the Computex conference in Taipei, Taiwan, CEO Jensen Huang announced that the company is partnering with two of Taiwan’s biggest tech companies — and Foxconn — to build Taiwan’s first A...
CoreWeave pops on news of $900 million Nvidia stake
Shares of AI cloud computing provider shot up over 20% today after an SEC filing revealed the large stake in the company held by . CNBC reports that this stake was worth $900 million as of March. Suc...
CoreWeave rises after sales smash expectations
only had one chance to make a first impression. And with how hot the stock has been lately, it was always going to be tough to impress investors. But shares of the AI cloud computing company are nonet...
Three reasons the AI data center trade is so back
Major stocks linked to AI data centers are nearly all the way back to where they were when the S&P 500 peaked on February 19. For data centers, you need: Chips (, ), Supporting infrastructure (, , ), ...
Super Micro surges after reaching $20 billion partnership agreement with Saudi Arabian data center firm
not the only AI-driven company signing big deals in Saudi Arabia . Shares of are surging after DataVolt, a data center firm in the Kingdom, announced a $20 billion multiyear deal to get its hands on ...
Super Micro surges after Raymond James calls the AI server company a buy
is one of the top-performing stocks in the S&P 500 after Raymond James initiated coverage on the stock with a “buy” rating and price target of $41. Per Bloomberg, analyst Simon Leopold said the compan...
Nvidia surges on partnership with Saudi Arabia’s sovereign wealth fund for “AI factories of the future”
Shares of are surging after the company announced a partnership with the AI arm of Saudi Arabia’s Public Investment Fund to build “AI factories of the future” in the kingdom that will require “severa...
Report: SoftBank $100 billion Stargate investment stalled by tariff chaos
At a splashy announcement of the “Stargate” AI mega data center project at the White House the day after Inauguration Day, CEO Masayoshi Son stood alongside OpenAI CEO Sam Altman and CTO and cofound...
Analysis: Big Tech is building thirsty AI data centers in highly “water stressed” areas
Big Tech is currently on a building spree, setting up massive power-hungry data centers all over the world to power the current AI frenzy. The huge amounts of energy required to run these data centers...
OpenAI poaches Instacart CEO Fidji Simo to lead apps
OpenAI is growing fast. It’s building a $500 billion “Stargate” AI data center campus, and ChatGPT is breaking traffic records , even though it is too sycophantic . It sounds like CEO Sam Altman is sp...
Super Micro sinks after issuing disappointing financials for the second time in eight days
is sinking again, down 6% in after-hours trading. Last week, the AI server company gave investors a heads-up that its upcoming earnings would disappoint by issuing a preliminary set of results that we...