XAI is complete installation of 550,000 Nvidia B200 GPUs in weeks. This is far faster than previously expected. It is over 7 ...

This news comes roughly three months after FuriosaAI declined Meta’s $800 million acquisition offer, opting to remain ...

As the smartphone industry enters the second half of 2025, attention is turning toward the final chapter of 3nm ...

Key Points Micron stock fell today after it was reported that the Stargate Project's data center build-out is off to a slow start. Stargate has said that $500 billion will be invested in U.S.

The S&P 500 closed at a new all-time high on Tuesday, although gains were modest as chip stocks stumbled and investors ...

"To support our bull case, we believe that [Oracle] will likely raise incremental debt (we are assuming an additional $20bn of debt) to meet this bull case, which at a 5% interest rate would increase ...

Trump’s AI Action Plan drops Wednesday, and AI stocks like NVIDIA are priced for perfection. Here’s why I’m taking a sell-the-news approach with an August 15 $170 NVDA put—and what could go wrong (or ...

Micron Technology (NASDAQ:MU) announced on Tuesday that it has launched a high-density, radiation-tolerant SLC NAND chip, marking its first space-qualified memory product and expanding its footprint ...

Industry insiders now point to three main factors behind the hold-up. First, Microsoft’s upcoming Windows release, further ...

President Donald Trump has threatened to levy higher tariffs on more than two dozen countries and on various products in the past few months. China in particular has been a target of the ...

Analysts tracked by FactSet expect Alphabet to generate $13.1 billion in Google Cloud revenue, which would be up 26.8% from a year earlier. However, Morningstar analyst Malik Ahmed Khan expects growth ...

Amazon has launched a flurry of AI products and services, and it recently overhauled its Alexa voice assistant with the ...