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News
Nvidia, Palantir, and Meta Platforms Are Rattling Wall Street With This $18.6 Billion Warning
6+ day, 8+ hour ago (474+ words) No trend has fueled Wall Street's nearly four-year bull market quite like the evolution of artificial intelligence (AI). Empowering software and systems with the tools to make autonomous, split-second decisions is a multitrillion-dollar addressable opportunity that investors clearly don't want…...
Can Oracle Get Close to a $1 Trillion Market Cap Again?
1+ week, 5+ day ago (553+ words) It wasn't long ago when Oracle (ORCL -5.23%) was approaching a $1 trillion market cap, thanks in large part to optimism about its cloud computing business. However, the stock is down by more than 50% from the all-time high it set almost a…...
Forget Nebius. CoreWeave Has a New Competitor. And It's Not Another AI Cloud Company.
1+ week, 5+ day ago (820+ words) When investors think about CoreWeave's (CRWV -3.58%) biggest competitors, names like Amazon, Microsoft, Alphabet, and Nebius probably come to mind. But one of the most interesting potential competitors doesn't look like a cloud company at all. It builds rockets. And yes,…...
Nvidia Sells the Brains of the AI Boom. Something Else Is Selling the Muscle -- and It's Not on Wall Street's Radar.
1+ week, 5+ day ago (378+ words) Despite the advent of alternatives such as Alphabet's Tensor Processing Units (TPUs), Nvidia (NVDA -1.25%) remains the leader of the artificial intelligence (AI) data center chip market. It sold $89 billion worth of data center silicon last quarter alone. The overlooked aspect…...
Nvidia Just Locked In a $279 Billion Bet on Memory Chips
2+ week, 2+ day ago (586+ words) This figure is so large that it sounds less like a purchase order and more like an industrial policy. In an environment where everyone already knows high bandwidth memory (HBM) is scarce and expanding generative models need more of it,…...