#artificial intelligence — FinScans

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Morgan Stanley Says AI Spending Remains Robust Despite Model Release Pauses

September 18, 2026 (14 days ago)

Morgan Stanley confirms sustained AI infrastructure spending and robust IPO demand, dismissing concerns that slower model releases will impact the sector's growth…

NVDA Anthropic AVGO +9

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Nvidia and SpaceX Partner to Launch Orbital AI Systems by 2027

September 18, 2026 (14 days ago)

SpaceX and Nvidia join forces to develop space-optimized AI hardware, targeting a 2027 launch to expand orbital computing capabilities and diversify AI…

NVDA SPCX

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Jim Cramer Urges Investors to Hold Nvidia Amid 14% Year-to-Date Gains

September 18, 2026 (14 days ago)

Jim Cramer labels Nvidia a 'must-own' stock, dismissing concerns over AI development slowdowns while highlighting Salesforce's growth and the strong return on…

NVDA CRM

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Dell Raises FY27 Revenue Guidance to $192B Amid AI Infrastructure Debate

September 18, 2026 (14 days ago)

Dell reports record AI backlogs and raised revenue targets, yet analysts remain divided on whether hardware fungibility can offset a potential contraction…

DELL AVGO HPE +2

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Nvidia Eyes Long-Term Growth as AI Accelerator Market Hits $1 Trillion

September 18, 2026 (14 days ago)

Nvidia remains a compelling buy as AI infrastructure spending is projected to drive data center revenue, with potential for substantial share price…

NVDA

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Apple Explores AI Server Market Entry With Potential Nvidia Partnership

September 18, 2026 (14 days ago)

Apple eyes a strategic pivot into enterprise AI hardware, potentially utilizing Nvidia's high-speed networking to power custom servers by 2029.

NVDA AAPL MSFT +4

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Nvidia Trades at 23.9x Forward Earnings, Signaling Undervalued AI Growth

September 18, 2026 (14 days ago)

Nvidia's accelerating revenue and dominant AI market position present a compelling investment case, with the stock trading at a notable discount to…

NVDA AMD INTC

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Google and NVIDIA Launch AI Energy Management Alliance to Boost Grid Capacity

September 18, 2026 (14 days ago)

Tech giants and energy firms form the AI Energy Management Alliance to incentivize flexible data center power consumption, aiming to unlock 100GW…

NVDA GOOGL DLR +5

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Nokia Shares Rally 6% as AI-RAN Platform Enters Global Field Trials

September 18, 2026 (14 days ago)

Nokia shares surged 6% following news of successful AI-RAN field trials, signaling a potential shift toward software-driven network capacity that avoids heavy…

NOK ERIC NVDA

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Berkshire Hathaway Outperforms as Buffett Strategy Sidesteps Bond Market Squeeze

September 18, 2026 (14 days ago)

Berkshire Hathaway benefits from rising rates while Tempus AI eyes $400 million in revenue growth and Snap integrates AI across its hardware…

BRK.B SNAP TEM

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Micron Shares Poised for 100% Upside on Sold-Out HBM Capacity Through 2027

September 18, 2026 (14 days ago)

Micron's HBM supply constraints and $100 billion backlog support a bullish outlook, with technical indicators and analyst consensus suggesting potential 100% upside…

MU AMD NVDA

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Tesla Shares Slide 21% YTD as Analysts Debate AI-Driven Bull Case

September 18, 2026 (14 days ago)

Tesla's 154x forward P/E and margin compression spark a divide between AI-focused bulls and fundamental bears, even as GM and Rivian offer…

TSLA GM RIVN

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