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Micron Technology Inc (NASDAQ:MU)'s earnings power looks headed for a structural reset, according to UBS, which pointed to memory supply so tight that Nvidia was forced to de-spec its upcoming VR300 GPU. UBS said Nvidia was forced to scale back the amount of high bandwidth memory, or HBM, in...
Nvidia reached a deal with some of Wall Street’s largest firms to help raise $500 billion to fund the AI infrastructure build-out. Apollo Global Management Blackstone BlackRock Brookfield Asset Management Goldman Sachs and KKR agreed to help Nvidia assemble financing in a deal that could be announced as soon as Monday, people familiar with the matter said. Spending commitments on data centers and other AI infrastructure have reached eye-popping levels, and Wall Street’s banks and investment firms have been rushing to finance the boom in increasingly creative ways.
The stock's 6.4% yield is attractive, but it comes with risk.
Micron Technology's (MU) long-term earnings outlook is firming as tighter supply for high-bandwidth
CPI Card Group is the bargain-priced credit card stock you've never heard of.
By no means does SpaceX's stock come cheap.
Sell-side analysts have parked on Hold while some of the sharpest event-driven hedge funds in the business are quietly building complex positions around Norfolk Southern's pending merger. The two camps are not fighting over fundamentals. They are betting on very different things entirely.
Investors awaited earnings and key inflation data as the major indexes traded within reach of all-time highs.
SpaceX has struggled in recent weeks.
The memory specialist is priced as if the boom ends imminently. The industry's own construction schedules point years further out.
SpaceX posted strong momentum during the second quarter, but several questions loom.
The answer to who is funding the AI build-out could matter far more for cash-burning AI companies than for Nvidia itself.
(Bloomberg) -- Tencent Holdings Ltd.’s spending plans will draw investor scrutiny as investors cool on lavish outlays on artificial intelligence.Most Read from BloombergTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Iran Says Hormuz Deal Close But Its Conditions Must Be MetOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300China Unleashes $28 Trillion Capital Markets to Challenge US in AILast month, the
The market is unclear whether the Fed will hike interest rates at its September meeting.
The conglomerate's 16% jump looks impressive until you see which line did most of the lifting.
AdaptHealth delivered news to investors this week that crushed its share price.
Usana's second-quarter report arrived with some worrying news for investors.
Every high-end NvidiaAI chip that ships this year comes bundled with someone else’s manufacturing bet. The stacked memory wrapped around each processor, the component that lets a GPU actually move data fast enough to be useful, comes almost entirely from one supplier. SK Hynix Inc. (SKHY) is that ...
The evolution of Trumpflation points to a longer-lasting adverse impact on consumer prices.
AI agents are only getting more powerful.
The market is zooming in on SpaceX's high level of artificial intelligence-related spending.
Three Fed officials recently voted to raise interest rates.
Warsh, the monetary hawk, has arrived amid the evolution of Trumpflation.
Investing.com -- Humanoid robots could create demand for data-centre infrastructure, AI accelerators, memory and edge processors well before widespread commercial deployment begins, according to Barclays analysts mapping more than 100 companies across the emerging value chain.
There's no doubt that tariffs have an impact, but does that mean it's time for you to do something about it?
Advanced Micro Devices (AMD) has spent 2026 proving it can compete with Nvidia in the artificial intelligence race. Its stock has more than doubled this year, and its data center business is growing fast. Now AMD is trying something different. The company just bought a small Toronto startup ...
President Donald Trump's policies, coupled with Wall Street's hottest trend, are a dangerous recipe for stocks.
Nvidia will invest up to $3 billion in Blackstone backed power infrastructure developer Lancium, the company behind Stargate, the Information reported on Friday. Nvidia will get a 20% stake in Lancium for the first $2 billion investment, and its stake could grow to an additional $1 billion if Lancium hits certain thresholds, the report said, citing people familiar with the matter. Nvidia and Lancium did not immediately respond to Reuters requests for comment.
Although some brand-name companies expect to receive up to $2.4 billion in IEEPA tariff refunds, it doesn't mean that tariffs are yesterday's news.
Moby summary of PPL Corporation's Q2 2026 earnings call
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