3+ day, 7+ hour ago   (477+ words) Oracle Corp. (NYSE:ORCL) has echoed Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang’s bullish view on AI hardware longevity. During Oracle’s fiscal 2027 first-quarter earnings call, CEO Clay Magouyrk highlighted the continued strength of the company’s AI infrastructure business. "GPU longevity…...

2+ week, 5+ day ago   (674+ words) Micron (MU) holds a $955 price target, backed by 16 take-or-pay customer agreements and over $1 billion in HBM4 revenue already booked. Micron outguns NVIDIA (NVDA) and Western Digital (WDC) on gross margin at 85% while trading at a forward P/E of just 6. Micron…...

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…...

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…...

1+ week, 5+ day ago   (392+ words) In the course of two short weeks, tech titans Dell (DELL) and Nvidia (NVDA) have managed to stomp on the bearish AI-is-peaking thesis. The proof is in the numbers, more importantly, the long-term outlook numbers. Dell stock rose nearly 10% in…...

3+ week, 3+ day ago   (381+ words) After meeting with Nvidia (NVDA) leadership, closely watched Bank of America semiconductor analyst Vivek Arya has just one important takeaway. Nvidia's goal is utter AI dominance. "We caught up with NVDA senior management earlier today following their latest $105 billion OpenAI…...

2+ day, 5+ hour ago   (710+ words) By Sarah Morland and Daniel Becerril TLAOLA, Mexico, Sept 12 (Reuters) - Nestled in the lush green mountains of Central Mexico, next to a sparsely traveled gravel road, few people had reason to wander close enough to hear the loud, mechanical whirring…...

2+ week, 22+ 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…...

3+ day, 7+ hour ago   (282+ words) Nvidia posted its fiscal Q2 results near the end of last month, recording another impressive quarter. CEO Jensen Huang guided for roughly 70% sales growth and impressive margins in the next fiscal year. Nvidia is scoring meaningful wins outside of the AI…...

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…...