Amazon and Alphabet Lead Tech Buys as Microsoft Valuation Faces Scrutiny
Investors are advised to favor Amazon and Alphabet for their AI infrastructure and valuation, while exercising caution with Microsoft due to its…
Investors are advised to favor Amazon and Alphabet for their AI infrastructure and valuation, while exercising caution with Microsoft due to its…
SpaceX CFO Bret Johnsen asserts that Starship's full reusability will drive orbital compute costs below terrestrial levels, potentially revolutionizing data center infrastructure…
Anthropic has chosen Nasdaq for its highly anticipated IPO, a move that reinforces the exchange's dominance in the AI sector following a…
Piper Sandler initiates Nvidia at Overweight with a $300 price target, arguing that the chipmaker's rapid growth and 14x earnings multiple make…
T-Mobile US raises its 2030 broadband target to 15 million fixed-wireless customers while integrating AI across its network and customer service operations…
Nvidia's $99 billion investment book reveals a strategic focus on AI infrastructure, with CoreWeave, Coherent, and Marvell emerging as top public-market picks…
Nvidia and Broadcom are competing to dominate the AI infrastructure stack, but Nvidia's platform breadth and lower valuation provide a more compelling…
Nvidia CEO Jensen Huang maintains a bullish long-term outlook for AI infrastructure, projecting $4 trillion in spending by 2030 as the company…
Foxconn's record-breaking August revenue growth signals sustained momentum for AI infrastructure, providing a bullish read-through for Nvidia's ongoing data center expansion.
NVIDIA's aggressive cash accumulation strategy, supported by massive AI infrastructure demand and strategic financial partnerships, positions the chipmaker to potentially control a…
Anthropic's $517 billion compute spending plan underscores a massive, decade-long demand surge for NVIDIA's silicon, further tightening supply bottlenecks as hyperscalers race…
Goldman Sachs forecasts a $138 billion humanoid robotics market by 2035, fueling a massive capital expenditure cycle that benefits key players in…