1+ day, 17+ hour ago   (841+ words) trillion by 2030. The low end of that range wasn't news. Since its Advancing AI event in late July, AMD...

1+ week, 9+ hour ago   (726+ words) During the most recent fiscal quarter, Nvidia's growth figures showed investors that the AI boom is still in full swing. Key data points, like tokens processed, cloud backlogs, and hyperscaler capex, are showing no sign of slowing. The stock's inexpensive…...

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, 1+ day ago   (116+ words) about AI-related price hikes above 15%, Bloomberg News reports AOL.com Aug 22 (Reuters) - Some of Nvidia's...cases with memory chip costs soaring, Bloomberg News reported on Saturday. The price hikes will go into...

3+ week, 3+ day ago   (528+ words) Advanced Micro Devices had a great second quarter, but Nvidia's could be even better. AMD now has a major premium assigned to its stock compared with Nvidia's shares. If you only looked at their stock prices, then you'd easily assume…...

5+ day, 8+ hour ago   (871+ words) AMD's Data Center revenue surged 107%, anchored by a 6GW OpenAI GPU deal, driving the stock up 113% year to date. FY27 EPS estimates jumped from $13 to $15 in 90 days with 33 upward revisions, signaling analyst price target hikes ahead. Hitting $700 by 2027 requires clean Helios execution…...

2+ week, 11+ 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…...

4+ week, 1+ day ago   (389+ words) NVTS surged 91% YTD on 800V AI data center momentum, while AOSL offers similar server-power exposure at just 8x forward earnings. The most widely read finance newsletter on Substack isn't published by a bank, it's Doomberg, where 383,000+ readers get the energy and macro…...

2+ week, 1+ day ago   (1170+ words) partly explain the jump in Nvidia shares after the news and why investors are again more upbeat about the...

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…...