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News
AMD's Instinct Systems Are Now Live in Saudi Arabia -- Here's What the Next 250 Megawatts Are Worth to the Stock
1+ week, 5+ day ago (617+ words) AMD, Cisco and HUMAIN said Monday that Instinct MI355X-based AI infrastructure is live in Saudi Arabia and serving customers. The partners plan up to 250 megawatts more beginning in 2027, on the way to as much as 1 gigawatt by 2030. AMD's data center…...
Prediction: This AI Infrastructure Stock Will Soar After Sept. 3 (Hint: It's Not Broadcom)
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…...
This Was Situational Awareness's Top 5 Holdings at the End of Q2. They're All on Sale Now
2+ week, 2+ 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…...
Meet the Nvidia-Backed Stock That's Growing at a 454% Pace (It's a Screaming Buy Right Now)
1+ week, 16+ hour ago (360+ words) Nebius's neocloud business is booming thanks to a strong partnership with Nvidia. Nebius' growth rate is almost hard to believe. Nebius is one of the fastest-growing, publicly traded cloud computing companies, and it looks like a great stock to invest…...
Sigong Tech Wins KRW 73.25 Billion Pavilion Deal for 2027 Beograd EXPO
2+ week, 5+ day ago (84+ words) Sigong Tech Co., Ltd. ( (KR:020710) ) has shared an announcement. More about Sigong Tech Co., Ltd. Sigong Tech Co., Ltd. operates in the exhibition and pavilion construction sector, focusing on the design, production, and installation of large-scale exhibits and joint pavilions....
E2E Networks Secures Rs 1,000-Crore Sovereign AI Cloud GPU Deal
1+ week, 5+ day ago (84+ words) The latest announcement is out from E2E Networks Ltd. ( (IN:E2E) ). More about E2E Networks Ltd. E2E Networks Limited is an India-based AI cloud infrastructure provider that offers NVIDIA GPU-powered computing and related cloud services to enterprise and sovereign AI customers. Positioned as a…...
3 Top-Rated Value Stocks to Buy Now
5+ day, 4+ hour ago (768+ words) Finding the best value stocks to buy in this market is a delicate balancing act. Value investing is a religion to many folks, the same way bargain hunting at flea markets or coupon clipping is to others. There's a pride…...
Prediction: Oracle's $638 Billion Cloud Infrastructure Backlog Could Make It One of the Best-Performing AI Stocks Through 2028
5+ day, 10+ hour ago (832+ words) Oracle's massive revenue backlog explains why the company's growth rate is poised to get better over the next three years. The company anticipates an uptick in its margins once it begins converting a larger portion of its remaining performance obligations…...
Where Will Nvidia Stock Be in 5 Years?
2+ week, 6+ day ago (724+ words) Nvidia is expanding into fast-growing niches within the AI infrastructure space. Opportunities in optical networking and custom processors could help Nvidia sustain its impressive growth momentum over the next five years. Investors can expect more upside from this tech giant…...
Nvidia's $63 Billion Investment Portfolio Has a New No. 2 Holding
3+ week, 3+ day ago (419+ words) Although Nvidia is best-known for its dominance in artificial intelligence (AI)-accelerated data centers, it's also quite the investor. A sizeable investment in AI start-up xAI has paid significant dividends since the start of the year. However, Nvidia's second-largest investment…...