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Zacks6d agoneutral

Value investors don't have to be left out of the AI Revolution. These companies have cheap valuations.

Simply Wall St.6d agoneutral

Lumentum’s AI Optics Demand And NVIDIA Deal Reshape Valuation Debate

Lumentum Holdings (NasdaqGS:LITE) has reported a surge in demand for AI-focused optical components, supported by multi-year purchase agreements tied to next-generation data center buildouts. The company plans to expand manufacturing capacity after indicating its optical capacity is effectively sold out through 2028. NVIDIA has announced a $2b investment in Lumentum, reinforcing their partnership around critical AI optical infrastructure. These developments come as industry-wide optical...

GuruFocus.com6d agoneutral

Cerebras Raises $5.55 Billion IPO at $40 Billion Valuation

AI chipmaker priced shares above range as IPO demand exceeded available shares more than 20 times.

AMZN ARM NVDA

GuruFocus.com6d agoneutral

Nvidia Gains As H200 China Approvals And $350 Target Fuel AI Upside

U.S. approval for around 10 Chinese firms to buy H200 chips comes as Cantor Fitzgerald raises Nvidia's target to $350.

BABA JD NVDA

GuruFocus.com6d agobullish

Nvidia Stock Soars as UBS Sees Massive AI Demand Surge Ahead

Nvidia Gets New $275 Target as Blackwell Demand Stays Red Hot

NVDA

Motley Fool6d agoneutral

Why AST SpaceMobile Stock Crushed it on Thursday

The top U.S. telecom service operators are teaming up to improve their coverage.

ASTS INTC NVDA T TMUS VZ

Motley Fool6d agoneutral

Why Accelerant Holdings Stock Skyrocketed by Almost 17% Today

The insurance marketplace operator took the wraps off its first quarter results.

INTC NVDA

24/7 Wall St.6d agobearish

Block’s 40% Layoffs Will Drive 62% Earnings Growth: ‘If You Don’t Have Time to Use AI, You Don’t Have a Job’

Jason Calacanis used Block (NYSE:XYZ) as a case study on a recent This Week in Startups episode to argue that AI-driven productivity gains have become a prisoner’s dilemma for every public company CEO. Block cut over 4,000 people in February 2026, taking headcount from over 10,000 to under 6,000. Three months later, the company posted ... Block’s 40% Layoffs Will Drive 62% Earnings Growth: ‘If You Don’t Have Time to Use AI, You Don’t Have a Job’

COIN NET NVDA XYZ

Motley Fool6d agobullish

3 Top Stocks That Growth Investors Should Buy Now

Nvidia, Amazon, and Meta Platforms all have plenty of upside potential.

AMZN META NVDA

Yahoo Finance6d agobullish

Stock market today: Dow, S&P 500, Nasdaq sink as yields jump amid inflation jitters

Inflation worries are preying on investors as they weigh the outcomes of the Trump-Xi summit in China.

BA FIG NVDA ^DJI ^GSPC ^IXIC ^TNX

Yahoo Finance6d agobullish

Stock market today: Dow, S&P 500, Nasdaq futures sink as oil and yields jump amid inflation jitters

Inflation worries are preying on investors as they weigh the outcomes of the Trump-Xi summit in China.

BA FIG NVDA ^DJI ^TNX

Yahoo Finance6d agobearish

Stock market today: Dow, S&P 500, Nasdaq futures fall as yields rise, Trump-Xi summit ends

Inflation worries are preying on investors as they weigh the outcomes of the Trump-Xi summit in China.

AMAT BA FIG NVDA ^DJI ^GSPC ^IXIC

Motley Fool6d agobullish

1 Unstoppable Stock to Buy Before It Joins Nvidia, Alphabet, and Apple in the $4 Trillion Club

Artificial intelligence could be Amazon's ticket into the ultra-exclusive $4 trillion club.

AAPL AMZN GOOG GOOGL INTC MSFT NVDA

Motley Fool6d agoneutral

S&P Global Has Quietly Become One of the Widest-Moat Stocks in Finance

No would-be rival is in a position to even try to dethrone this well-entrenched outfit from its role as the leading market data provider.

INTC NVDA SPGI ^DJI ^GSPC

Moby6d agoneutral

Milestone Scientific Inc. Q1 2026 Earnings Call Summary

Moby summary of Milestone Scientific Inc.'s Q1 2026 earnings call

NVDA

Simply Wall St.6d agoneutral

IREN’s US$2.6b Raise Refocuses Story On AI Infrastructure Execution

IREN (NasdaqGS:IREN) has completed a US$2.6b upsized convertible senior notes offering. The new capital is aimed at speeding up its shift from Bitcoin mining to AI cloud infrastructure. The raise follows a US$3.4b five year AI cloud agreement with NVIDIA and a multi billion equity investment right for NVIDIA in IREN. IREN has also acquired Mirantis and Nostrum/Ingenostrum to build out AI focused data center capabilities in the US and Europe. IREN is moving from a pure play Bitcoin miner to...

IREN NVDA

Motley Fool6d agobullish

Should Investors Buy Cerebras Stock After Its Monster IPO Debut?

As a potential competitor to Nvidia, Cerebras generated tremendous hype before its IPO.

INTC NVDA UBER

Moby6d agoneutral

Terrestrial Energy Inc. Q1 2026 Earnings Call Summary

Moby summary of Terrestrial Energy Inc.'s Q1 2026 earnings call

NVDA

Moby6d agoneutral

Where Food Comes From, Inc. Q1 2026 Earnings Call Summary

Moby summary of Where Food Comes From, Inc.'s Q1 2026 earnings call

NVDA

Motley Fool6d agoneutral

Why Fermi Rallied Today

Fermi continued to build out its massive infrastructure footprint and offered encouraging words about customer interest, but risks remain.

INTC NVDA

Moby6d agoneutral

Viking Holdings Ltd Q1 2026 Earnings Call Summary

Moby summary of Viking Holdings Ltd's Q1 2026 earnings call

NVDA

Moby6d agoneutral

Bitdeer Technologies Group Q1 2026 Earnings Call Summary

Moby summary of Bitdeer Technologies Group's Q1 2026 earnings call

BTDR NVDA

Investor's Business Daily6d agobullish

Dow Jones Futures: Stocks Power Up As Nvidia Runs, Cerebras IPO Soars; Trump-Xi Summit Continues

The stock market hit highs as Nvidia led and AI chip IPO Cerebras soared in its debut, while Broadcom and Taiwan Semiconductor flashed buy signals. The Trump-Xi summit continues.

AMAT AVGO CSCO NVDA TSM ^DJI ^GSPC ^IXIC

Yahoo Finance Video6d agobullishVIDEO

Dow back above 50,000, US stocks hit new records on AI rally

US stocks (^DJI, ^IXIC, ^GSPC) close Thursday's session higher after the Dow Jones Industrial Average crossed back above 50,000 points on the winds of the latest AI rally. Yahoo Finance Senior Markets Reporter Ines Ferré highlights the leaders and biggest gainers in the semiconductor trade.

AMZN INTC MU NVDA ^GSPC ^IXIC

Motley Fool6d agoneutral

Are Iren's $5.5 Billion Deals With Nvidia Game Changers?

Working with Nvidia represents this neocloud operator's second AI hyperscaler deal in the last year.

INTC IREN NVDA

Yahoo Finance Video6d agoneutralVIDEO

What the Trump–Xi summit in China could mean for Nvidia

President Trump's summit in China with President Xi is underway, with Nvidia (NVDA) CEO Jensen Huang and Tesla (TSLA) CEO Elon Musk tagging along. Yahoo Finance Technology Editor Dan Howley explains what talks in China could mean for Nvidia.

NVDA

Motley Fool6d agobullish

Fortress Private Ledger Buys $2.8 Million Worth of FEGE -- a Global Equity ETF Outpacing the S&P 500

This actively managed ETF invests across U.S. and global equities, with a one-year price gain outpacing the S&P 500.

AAPL NVDA PLTR ^GSPC

24/7 Wall St.6d agobullish

SolarEdge Jumps 17%, Enphase Energy Leaps 15%, but Canadian Solar Sinks 11% in Lopsided Solar Stock Trade

Solar stocks are splitting on Thursday. Enphase Energy (NASDAQ:ENPH) is up 15% to $48.13 and SolarEdge Technologies (NASDAQ:SEDG) is up 17% to $50.04, while Canadian Solar (NASDAQ:CSIQ) is down 11% to $17.91. It’s a sharp rotation within the solar complex. Canadian Solar was the one-month leader heading into today, up 58% through Wednesday’s close, while ... SolarEdge Jumps 17%, Enphase Energy Leaps 15%, but Canadian Solar Sinks 11% in Lopsided Solar Stock Trade

ENPH NVDA SEDG

MT Newswires6d agobullish

US Equity Indexes March Higher as Technology Tops Sector Charts

US equity indexes rose ahead of Thursday's close, as strong gains in technology helped the S&P 500 a

CSCO NVDA ^DJI ^GSPC ^IXIC