1+ week, 6+ day ago   (659+ words) Ciena is capitalizing on the fast-growing demand for optical components. The supply shortage in this niche is giving the company's earnings a massive boost. Ciena has shot up impressively this year, and it can skyrocket further after reporting solid results…...

2+ week, 1+ day ago   (707+ words) Leopold Aschenbrenner's Situational Awareness was a top-performing hedge fund until it blew up in late July. Recent 13-F filings show which AI stocks the fund held before it collapsed. The top five holdings offer a good balance of exposure to…...

2+ week, 6+ day ago   (256+ words) Data centers now drive over 90% of Nvidia’s revenue. Nvidia sells a complete AI platform, it sells GPUs, networking, systems, and software. Custom AI chips, slower AI spending, and regulation could challenge Nvidia’s growth but this ticker is set to run…...

2+ week, 3+ hour ago   (511+ words) Broadcom is the steadier AI infrastructure play, benefiting from its custom chip design business, networking products, and long-term commitments from hyperscaler clients. AMD offers greater upside potential as it challenges Nvidia in the AI accelerator market, but it carries more…...

2+ week, 6+ day ago   (394+ words) Determining which chipmaker will get more chips into future data centers is practically impossible. This company provides essential technology for developing high-end AI accelerator chips. It benefits from a virtuous cycle that ensures it's highly profitable, but the stock remains…...

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…...

11+ hour, 37+ 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…...

3+ week, 1+ hour ago   (676+ words) Applied Digital and TeraWulf have been signing long-term deals to lease compute to tech giants, which makes their future revenues more predictable and enables them to get financing at better terms. Applied Digital has more contracted power and a stronger…...

2+ week, 4+ day ago   (834+ words) AMD's Instinct MI455X is specified at 432 gigabytes of HBM4 memory per chip, up 50% from the 288 gigabytes of HBM3E on the MI355X. CEO Lisa Su said Helios, the rack system built on the new chips, is in production, with initial shipments set to begin later…...

3+ week, 5+ day ago   (356+ words) The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors. Even among blue-chip…...