Nscale eyes a $35 billion IPO on the NYSE, testing investor appetite for an AI infrastructure firm heavily reliant on two major…
OpenAI's ChatGPT reached $1 billion in annualized ad revenue in under seven months, signaling a major shift in the digital advertising landscape…
Elon Musk accelerates SpaceX's AI ambitions, confirming a 2025 timeline for deploying Nvidia's NVL72 computing systems in orbit to bolster the company's…
While September historically brings volatility to the S&P 500 and other major indices, analysts warn that attempting to time the market often…
A broad retreat in European AI hardware stocks, led by a 13% drop in Soitec and 5% in ASML, signals a market…
Investors focus on the upcoming Fed rate decision and retail sales data as Alphabet's AI investments and Foxconn's bullish signal for Nvidia…
Piper Sandler initiates Nvidia with an overweight rating and a $300 target, banking on a 47% revenue CAGR while navigating potential regulatory…
SB Energy's upcoming IPO highlights the volatility of data-center development, as the firm balances a $430 billion revenue backlog against the risks…
The Invesco QQQ ETF offers young investors outsized long-term returns via AI-heavy mega-cap tech, but with higher volatility than the S&P 500,…
TSMC's 36% YTD gain tops all Magnificent Seven stocks as 2nm production ramps, Q2 revenue climbs 33.7% to $40.2B, and AI chip…
NVIDIA's $12.93 billion acquisition of Hugging Face extends NVDA beyond GPU sales into the open-source AI layer, adding 18 million developers and…
SpaceX's AI infrastructure thesis, reinforced by the $60B Cursor deal and Oppenheimer's $280 target, now carries a $15.83B quarterly capex burden and…