1+ day, 19+ hour ago   (631+ words) Nvidia and AMD are the two leading GPU designers for artificial intelligence (AI) workloads. Elon Musk has spoken highly about Nvidia's GPUs in the past, and did so again during SpaceX's earnings call. Nvidia GPUs are now used in operations…...

5+ day, 20+ hour ago   (310+ words) DELL and NVDA both surged, with revenue up 58% and 106% respectively, as both now compete directly for the same enterprise AI infrastructure dollars. Dell's free cash flow fell 47% to under $1 billion even as its $95 billion AI backlog signals massive future demand....

2+ week, 21+ hour ago   (291+ words) Nvidia looks expensive, but its valuation is relatively modest compared with its historical levels given its extraordinary growth. If Nvidia delivers anything close to its 2028 growth expectations, today's stock price could look reasonable in hindsight. The biggest risks for this…...

2+ week, 4+ day ago   (458+ words) AMD has a big opportunity with inference and agentic AI. Meanwhile, Marvell is seeing big growth with optical interconnects and custom AI chips. Two top-performing artificial intelligence (AI) semiconductor stocks over the past year have been Advanced Micro Devices(NASDAQ:…...

2+ week, 5+ day ago   (288+ words) Eisman warns Chinese AI models may cause a price war that exposes big tech's over-reliance on OpenAI and Anthropic. Cheaper Chinese models like DeepSeek and Alibaba's Qwen are on the ascent. A sustained AI price war could force hyperscalers to…...

3+ week, 4+ day ago   (504+ words) To achieve a $300 share price by the end of the year, NVIDIA Corporation (NVDA) simply needs to appreciate half as much as its underlying earnings. Here’s the bottom line: The stock trades around $219. So, to hit $300, it only needs to…...

3+ week, 4+ day ago   (365+ words) Brad Gerstner's Altimeter Capital bought SpaceX, Cerebras, and Micron in Q2, treating semiconductor choppiness as a buying opportunity rather than a warning sign. Cerebras, an OpenAI partner valued at $52 billion, dropped 13% recently. The latest 13F filing season just came by, and as…...

3+ week, 4+ day ago   (303+ words) The price of SpaceX's stock has been volatile. Revenue growth is practically guaranteed for the $1.9 trillion behemoth. Years of expected growth would only get SpaceX's fundamentals in line with peer companies, not ahead of them. 10 stocks we like better than…...

3+ week, 5+ day ago   (533+ words) Elon Musk's space transportation, satellite internet, and artificial intelligence (AI) company went public on June 12. SpaceX stock is down by 35% from its peak value, and yet it remains expensive. Though the company has a strong revenue growth pipeline, I think…...

3+ week, 6+ day ago   (383+ words) Elon Musk says Nvidia's Vera Rubin "is the best architecture." SpaceX has been spending heavily on AI, and that's not likely to end anytime soon. The stock that might inevitably be the biggest winner from SpaceX's feverish AI spending is…...