Wall Street Thinks AI Capex Is Unsustainable — Here’s Why Big Tech Keeps Spending Anyway
There’s never been an infrastructure boom like AI. Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), Microsoft (NASDAQ:…
Optical Networking Is AI’s Most Overlooked Bottleneck. Here’s Why This Nvidia-Backed Company Is the Stock to Own.
Many discussions about the artificial intelligence (AI) market revolve around Nvidia (NASDAQ: NVDA), the world’s leading producer of…
Nvidia strikes multi-year AI infrastructure deals with Korean firms
Nvidia has signed a series of multi-year agreements with several major South Korean technology companies, including SK hynix,…
TSMC boss bets big on AI growth, signals interest in higher chip prices
By Wen-Yee Lee HSINCHU, Taiwan, June 4 (Reuters) – Taiwan’s TSMC, the world’s largest contract chipmaker, is confident…
Broadcom Inc (AVGO) Launches Broadband Chip With AI Capabilities
Broadcom Inc (NASDAQ:AVGO) is one of Renaissance Technologies’ top semiconductor stock picks. Broadcom shares have gained more than…
Artificial Intelligence (AI) Is Moving Beyond Data Centers. Nvidia Has Already Turned This Opportunity Into a Multibillion-Dollar Business
Nvidia (NASDAQ: NVDA) has been the biggest beneficiary of the massive investments in artificial intelligence (AI) data center…
Michael Dell, Jensen Huang: Boldest Statements From Dell Technologies World 2026
Dell CEO Michael Dell and Nvidia CEO Jensen Huang said agentic AI is driving massive gains in productivity,…
My Top 2 AI Stocks Coming off a Brutal Sell-Off for May 2026
Many artificial intelligence (AI) stocks skyrocketed in recent years as more companies used their AI hardware and software…
Nvidia Invested $2 Billion in This Artificial Intelligence (AI) Stock. It Is Already Up 57% and Can Become a Multibagger
On March 11, Nvidia announced that it would invest $2 billion in Nebius Group (NASDAQ: NBIS), a neocloud…
CDW’s 20 Percent Share Plunge: Big Takeaways From Q1 Results
Here are the more significant things to know about CDW’s earnings and subsequent stock fall on Wednesday. CDW…
Broadcom Is Dominating the Custom AI Chip Market and Doesn’t Get a Tenth of the Press Nvidia Does
While Nvidia gets most of the attention as Wall Street’s AI kingpin because of its prolonged dominance in…
Dimon Says AI Capital Spending Will Hit $725 Billion in 2026. Here Are the Sectors That Will Win and the Ones That Will Be Left Behind
The artificial intelligence (AI) market has expanded rapidly over the past decade, driven by the arrival of more…