SpaceX IPO Hits $1.77 Trillion Market Cap Amid Aggressive AI Expansion
Following a record $75 billion IPO, SpaceX is betting its future on AI infrastructure, though analysts warn that massive capital spending and…
Following a record $75 billion IPO, SpaceX is betting its future on AI infrastructure, though analysts warn that massive capital spending and…
Semiconductor stocks tumbled 5.6% on AI slowdown fears, even as OpenAI's CFO signaled strong enterprise growth and cybersecurity firms like CrowdStrike surged…
Meta Platforms introduces tiered AI subscriptions and the Muse agent to diversify revenue, drawing a bullish upgrade from JPMorgan despite concerns over…
Nebius Group shares climbed as the company hiked prices for Nvidia H100, H200, and B-series chips by up to 21%, signaling robust…
Bank of America maintains a buy rating on Meta, highlighting the economic efficiency of custom AI chips and the revenue potential of…
Goldman Sachs warns that surging AI infrastructure spending and government debt are driving up the cost of capital, creating a potential earnings…
Arista Networks and Synopsys provide the foundational hardware and software tools necessary to sustain the next decade of AI compute growth, positioning…
Chipmakers including Qualcomm, AMD, and Nvidia posted gains on Tuesday as market participants prioritized long-term AI infrastructure demand over short-term cyclical concerns.
Apple plans to deploy custom M8 Ultra-based AI servers by 2029, leveraging NVIDIA's networking fabric to optimize costs and maintain its premium…
Nvidia shares climbed 2.8% after CEO Jensen Huang signaled a potential doubling of chip sales, citing relentless demand for AI accelerators and…
Broadcom faces market pressure as investors weigh the sustainability of AI infrastructure spending, though management reaffirms long-term growth targets driven by inference…
Nebius Group shares jumped 11% following an announcement to increase GPU cloud service prices by up to 25%, marking the second major…