News
PAR Technology: Growth Strategy And AI Boost Likely To Give Impetus In 2026 (NYSE: PAR)
2+ hour, 37+ min ago (17+ words) Seeking Alpha...
Will Compute Futures Compute?
2+ hour, 12+ min ago (113+ words) Seeking Alpha - CME, ICE, and Architect Financial Technologies are launching compute futures, driven by surging AI demand and rising compute costs. - Most of the recent angst about compute cost is its direction, not its volatility: Compute costs have been increasing…...
Beyond Nvidia: Dell, Micron, And The Expanding AI 'Boom Loop"
21+ hour, 43+ min ago (35+ words) Beyond Nvidia: Dell, Micron, And The Expanding AI 'Boom Loop' Seeking Alpha Originally published on May 28, 2026 The boom loop we've been discussing for the past few months continues to materialize in corporate earnings....
The Smartest AI Money Is Buying Nebius (NASDAQ: NBIS)
1+ day, 7+ hour ago (11+ words) Seeking Alpha...
Micron: Beware Of Trillion-Dollar Trap, HBM4 E Cannibalization, And Depreciation Cliff
1+ day, 5+ hour ago (105+ words) (Rating Downgrade) Seeking Alpha - Micron Technology is downgraded to Hold as its $1 T+ valuation prices in a perpetual AI supercycle, ignoring looming 2027 margin risks. - MU's NAND innovations, like the 245 TB G9 QLC ION SSD, may drive non-cyclical rerating, but HBM4 E logic-die…...
Lumentum: An AI Networking Stock That Beat Nvidia By 7 X YTD For Returns Of 135% YTD (LITE)
1+ day, 14+ hour ago (149+ words) da-kuk/i Stock via Getty Images April 2026 was a historically strong period for the stock market. The S&P 500 (SP500) rose by 10. 43%its best monthly return since April 2020, when the market rebounded from COVID-era lows. The Nasdaq-100 achieved the same For…...
GF sees on-chip memory a niche AI inference trend; neutral on Cerebras
1+ day, 16+ hour ago (106+ words) but bullish on EDA, foundries Seeking Alpha GF Securities (Hong Kong) sees on-chip memory as a niche AI inference trend but takes a neutral stance towards AI chipmaker Cerebras (CBRS). However, the firm believes that the trend will benefit Electronic…...
GPU Prices Crashing: Is The AI Trade Next? (SPX)
1+ day, 17+ hour ago (155+ words) Seeking Alpha - AI profitability concerns are rising as GPU rental prices drop over 30% and companies scrutinize AI spend efficiency. - AI stocks dominate the S&P 500, but inflation, upcoming Open AI/Anthropic IPOs, and potential rate hikes threaten market momentum. - I…...
Groq pursues $650 M fundraise following Nvidia's $20 B licensing deal: report
1+ day, 19+ hour ago (53+ words) Seeking Alpha The AI chipmaker Groq, which received $20 B from Nvidia (NVDA) in an extensive licensing agreement in December 2025, is attempting to raise $650 M in a new fundraising round involving current investors, according to Axios. The fundraising occurs as Groq…...
AMD: Winning The AI Race Without Beating Nvidia (Upgrade) (NASDAQ: AMD)
1+ day, 19+ hour ago (147+ words) Seeking Alpha - Advanced Micro Devices, Inc. s x86 server CPU revenue share hit a record 46. 2% in Q1 2026, and management doubled its server CPU TAM estimate to more than $120 billion by 2030. - Open AI and Meta each signed up-to-6-gigawatt GPU deployment deals with…...