12+ hour, 5+ min ago   (683+ words) Oracle delivered 850 megawatts of AI capacity, containing more than 300,000 GPUs, to customers in its fiscal first quarter alone. Even after those additions, Oracle said GPU utilization across its fleet was 97.9%. GPU capacity that came up for renewal was renewed or…...

6+ hour, 27+ min ago   (437+ words) Nvidia's expected 70% growth rate keeps Alphabet far away from its title as the world's largest company. Both stocks trade at the same valuation level. Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) is the world's third-largest company, sitting around a $4 trillion market cap....

3+ day, 18+ hour ago   (442+ words) Qualcomm's growing influence in AI chips, as evident from its recent contract wins, is likely to translate into stronger growth for the company. The company's valuation is attractive right now, which could pave the way for a nice surge in…...

4+ day, 1+ hour ago   (333+ words) Nvidia continues to have a huge AI opportunity in front of it. Even as revenue growth slows, the path to a stock price of nearly $700 looks quite reasonable. Ahead of Labor Day, you could buy 10 shares of Nvidia(NASDAQ: NVDA)…...

4+ day, 7+ hour ago   (382+ words) Nvidia and AMD each make high-powered chips for artificial intelligence customers. Nvidia dominates the market, but AMD has been delivering extraordinary growth in recent times. Nvidia(NASDAQ: NVDA) has been the artificial intelligence (AI) chip company leading this technology revolution…...

5+ day, 1+ hour ago   (487+ words) The custom chipmaker is a genius buy at these levels. Broadcom forecasts strong growth in 2027 and 2028. Advanced Micro Devices(NASDAQ: AMD) has had a great year, rising more than 120% so far. However, it has gotten a bit hot. AMD's valuation…...

5+ day, 6+ hour ago   (466+ words) Insiders at this AI trio have been decisive net sellers of their company’s stock over the last half-decade. Additionally, insider buying has been almost nonexistent, possibly indicating historical concerns about a brewing AI bubble. No trend has fueled Wall Street's…...

5+ day, 8+ hour ago   (187+ words) Nvidia could double over the next year. Nvidia's valuation rarely dips to this level. Nvidia(NASDAQ: NVDA) has been a life-changing stock for many investors. If you invested $10,000 at the start of 2023, that sum is now worth nearly $160,000. That's life-changing…...

5+ day, 23+ hour ago   (818+ words) Dell recently delivered record results amid strong demand for AI servers. The company seems to be growing faster than the AI server market. Dell's impressive backlog and strong order inflows indicate that the stock is poised to jump significantly over…...

6+ day, 7+ hour ago   (728+ words) Microsoft and Alphabet depreciate servers over as long as six years, and Meta Platforms raised its assumption to 5.5 years in 2025. Amazon cut its assumption for a subset of servers to five years, citing the pace of AI development. Nvidia's data…...