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247wallst. com > investing > 04/10/2026 > 2-small-cap-ai-stocks-many-investors-are-still-overlooking-onto-aixxf

2 Small Cap AI Stocks Many Investors Are Still Overlooking (ONTO + AIXXF)

1+ week, 3+ day ago  (432+ words) Global AI capital expenditure is driving a semiconductor equipment upcycle, positioning both Onto Innovation and AIXTRON to benefit from increased investment in advanced chip manufacturing infrastructure including advanced packaging, HBM production, and optical communications for data centers. In this article…...

24/7 Wall St.
247wallst. com > investing > 04/18/2026 > if-you-had-bought-1000-of-micron-technology-at-its-ipo-heres-how-much-you-would-have-today-try-not-to-cry

If You Had Bought $1, 000 of Micron Technology at Its IPO, Here's How Much You Would Have Today (Try Not to Cry)

2+ day, 16+ hour ago  (870+ words) Micron (MU) reported Q2 2026 revenue of $23. 86 B, up 196% year-over-year, with non-GAAP gross margins of 74. 9%, while holding an estimated 21% to 24% share of the HBM market and its entire 2026 HBM4 supply is already sold out. AI data centers" insatiable demand for high-bandwidth memory and…...

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247wallst. com > investing > 03/26/2026 > nvidia-vs-palantir-which-ai-stock-is-a-long-term-buy

Nvidia vs Palantir: Which AI Stock is a Long-Term Buy?

3+ week, 4+ day ago  (682+ words) Nvidia (NVDA) reported Q4 FY2026 revenue of $68. 13 B, up 73% year-over-year, with Data Center revenue reaching $62. 31 B (up 75% Yo Y) and Data Center Networking surging 263% to $10. 98 B driven by Blackwell and NVLink deployments. Palantir Technologies (PLTR) posted Q4 2025 revenue of $1. 41 B, up 70% year-over-year, with U. S. commercial…...

24/7 Wall St.
247wallst. com > investing > 04/07/2026 > had-you-invested-in-these-2-ai-infrastructure-winners-10-years-ago-heres-what-youd-have-now

Had You Invested in These 2 AI Infrastructure Winners 10 Years Ago, Here's What You'd Have Now

1+ week, 6+ day ago  (250+ words) Both Arista Networks (ANET) and Comfort Systems USA (FIX) have delivered extraordinary returns since the AI boom began. Both rides came with volatility, but they have earned their premiums, so long as the AI infrastructure thesis holds. Both stocks have…...

24/7 Wall St.
247wallst. com > investing > 04/16/2026 > buy-sell-or-hold-micron-at-445-or-sandisk-at-885

Buy, Sell or Hold Micron at $445 or San Disk at $885?

4+ day, 23+ hour ago  (501+ words) Micron (MU) carries Buy consensus with stronger risk-reward at $445 versus San Disk. Micron's Jevons paradox thesis: AI efficiency breakthroughs accelerate total memory demand, not shrink it. Micron posted $23. 86 billion in revenue in the most recent quarter with $12. 2 in non-GAAP EPS....

24/7 Wall St.
247wallst. com > investing > 04/16/2026 > why-i-cant-stop-buying-nvidia-stock

Why I Can't Stop Buying Nvidia Stock

4+ day, 17+ hour ago  (645+ words) Nvidia (NVDA) remains compelling with accelerating growth; current price $198. 87 shows strength. Structural lock-in deepens as Data Center Networking grew 263% Yo Y, extending competitive advantage. NVIDIA Corporation (NASDAQ: NVDA | NVDA Price Prediction) continues to be a compelling case study in accelerating…...

24/7 Wall St.
247wallst. com > investing > 04/15/2026 > ai-compute-demand-is-running-way-ahead-of-supply-a-stock-id-buy-on-that-signal

AI Compute Demand is Running Way Ahead of Supply " A Stock I'd Buy on That Signal

5+ day, 13+ hour ago  (576+ words) Vistra is positioned as a nuclear power winner, down 23% from highs, while Meta and other hyperscalers pursue their own sustainable energy solutions. Advanced AI agents are moving beyond chatbots into applications like cybersecurity, creating a widening power bottleneck that energy…...

24/7 Wall St.
247wallst. com > investing > 04/15/2026 > ai-yield-the-dividend-growth-stock-thats-flying-under-the-radar

AI + Yield: The Dividend Growth Stock That's Flying Under the Radar

5+ day, 18+ hour ago  (761+ words) The Stocks: International Business Machines (IBM) yields nearly 3% and is pivoting toward AI and quantum computing with recent partnerships, including Arm Holdings for dual-architecture enterprise hardware. AI investors seeking dividend income face limited options among semiconductor and software plays after…...

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247wallst. com > investing > 04/14/2026 > why-googles-tpu-talks-just-made-marvell-technology-a-must-buy-ai-stock

Why Google's TPU Talks Just Made Marvell Technology a Must-Buy AI Stock

6+ day, 23+ hour ago  (372+ words) Hyperscalers deploying custom AI chips to reduce costs has transformed Marvell into a critical supplier positioned inside both Nvidia's ecosystem and potentially Google's TPU roadmap, with Bloomberg projecting the company could capture 20-25% of the $118 B custom ASIC market by the…...

24/7 Wall St.
247wallst. com > investing > 03/25/2026 > jensen-huang-just-made-a-1-trillion-prediction-one-stock-benefits-most-and-its-not-nvidia

Jensen Huang Just Made a $1 Trillion Prediction. One Stock Benefits Most, and It's Not Nvidia

3+ week, 5+ day ago  (956+ words) Taiwan Semiconductor (TSM) manufactures all of Nvidia's AI chips and benefits from diversification across the industry, including Google's TPU production for Anthropic's 1 million chip deal, positioning it to win regardless of competitive outcomes. Hyperscalers are diversifying away from Nvidia's chips…...

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