3+ day, 9+ hour ago   (79+ words) tradingview.com T: Fiber and wireless growth, AI-driven innovation, and cost optimization fuel strong financial outlook Significant investments and strategic divestitures have transformed the business, leading to strong fiber and wireless growth, improved margins, and robust free cash flow returns to…...

5+ day, 2+ hour ago   (266+ words) Advanced Micro Devices Inc. (AMD, Financials) is putting a much bigger number behind its AI ambitions. Shares climbed more than 6% Tuesday after the chipmaker told investors its data-center business could reach roughly $70 billion in revenue in 2027. That would represent about…...

5+ day, 3+ hour ago   (81+ words) TradingView AVGO: Value in AI is driven by frontier models, custom silicon, and strategic partnerships amid infrastructure constraints AI adoption is accelerating, with value concentrating in leading-edge frontier models and custom silicon co-designed for top AI developers. Infrastructure constraints center…...

5+ day, 9+ hour ago   (723+ words) There is no company in technology where the gap between operating momentum and share price is wider than Oracle. The database giant reports fiscal first-quarter results on Thursday after the close. It arrives carrying a remaining performance obligation of roughly…...

5+ day, 11+ hour ago   (157+ words) TradingView Firmus, the Australian AI infrastructure developer, signed a multi-year deal to supply OpenAI with computing capacity from two Malaysian data centres. The agreement takes contracted capacity across all customers above 900 megawatts. Neither side disclosed the contract value. Firmus is…...

5+ day, 22+ hour ago   (23+ words) TradingView Nvidia-backed Firmus signs deal with OpenAI for Malaysia data centre capacity...

6+ day, 6+ hour ago   (189+ words) Marvell Technology Inc. (MRVL, Financials) is already cashing in big on the AI boom. The next best thing, perhaps, is to move all that info faster. Second-quarter revenue skyrocketed 37% to a record $2.74 billion. Data-center sales soared 46% to $2.17 billion. Today, the…...

1+ week, 5+ day ago   (215+ words) Nvidia Corp. (NVDA, Financials), the leading artificial intelligence chipmaker, is taking a deeper role in Anthropic's latest infrastructure expansion than simply supplying GPUs. Anthropic has signed a cloud-computing deal worth $35 billion with Nvidia-backed provider Lambda, according to The Wall Street…...

1+ week, 6+ day ago   (242+ words) Critical IT capacity expected to increase more than five times from approximately 1.5 MW to approximately 8 MW by year-end 2026 Right of first refusal on an additional 12.5 MW expansion opportunity at the Midwest site provides potential pathway to more than 20 MW of…...

2+ week, 4+ day ago   (125+ words) The Case for APLD Stock The Case for CRWV Stock CRWV & APLD’s Share Performance Trajectory In the past month, CRWV has surged 24.4% while APLD is up 9.4%. CRWV trades at a forward 12-month price-to-sales (P/S) ratio of 1.93, below APLD’s 8.01. How Do…...