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Nebius is a high-risk, high-reward AI infrastructure play with massive contracted demand and explosive growth potential -- if it can deliver.
Some companies don't need a story. They provide goods that are used every day by people in 180 countries who hardly think twice about their brand loyalty.
Investing.com -- Wall Street has risen to new record highs on Friday, bouncing back from losses in the prior session, boosted by a jump in chip stocks and a stronger-than-expected April U.S. jobs report.
How big will the CPU market get?
The stock got pummeled after the company warned of supply constraints.
Neoclouds like CoreWeave borrow billions against chips that lose value fast, and the financing structures are unlike anything in traditional credit
Exploring Baillie Gifford (Trades, Portfolio)'s Recent 13F Filing and Investment Adjustments
This option trade on Nvidia offers a healthy annualized return and multiple ways to make it a success.
Shares of Intel (NASDAQ:INTC) are ripping higher again in Friday afternoon trading, with the stock changing hands near $125, up roughly 14% on the session. The move caps a stunning month for the chipmaker. INTC stock is now up approximately 116% over the past month with today’s intraday gain factored in. Through Thursday’s close, Intel ... Intel Just Ripped 116% in a Month. Is It Time to Sell in May and Go Away?
AI is playing a key role in Shopify's growth.
Flying taxis are one step closer to becoming a reality.
Nvidia gains rights to invest up to $2.1 billion in IREN as companies race to lock down massive AI compute capacity.
Shares of Super Micro Computer (NASDAQ:SMCI) spiked 5% in midday trading Friday to $35 and change. This move extended a sharp rebound that began after the company’s fiscal third-quarter results landed Tuesday afternoon. SMCI stock rallied as buyers continued to digest a margin recovery that caught much of Wall Street off guard. The move builds ... Super Micro Rises 5% as Margin Beat, Strong Guide Reignite Short Squeeze Debate
With an upside potential of 35.94%, NVIDIA Corporation (NASDAQ:NVDA) is among the 10 Tech Stocks That Could Make You a Millionaire. On April 27, LiveRamp announced native support for NVIDIA Corporation (NASDAQ:NVDA)’s AI infrastructure, underscoring expanding enterprise adoption of the company’s GPU-powered ecosystem for advanced artificial intelligence workloads. The integration enables partners and brands to train and […]
IREN announced a strategic partnership with Nvidia, as well as a separate deal to provide cloud services for the artificial intelligence chip giant.
The Trade Desk beat revenue expectations but still fell hard. Here's what spooked Wall Street.
Nebius has been a top-performing stock in 2026.
Market Catalysts host Julie Hyman takes a look at some of Friday's trending tickers and stories. CoreWeave (CRWV) stock is sinking after the company issued weak revenue guidance. IREN (IREN) stock is surging on news that Nvidia (NVDA) is investing up to $2.1 billion in the company. Rocket Labs (RKLB) stock is skyrocketing on the company's strong quarterly sales numbers. Wendy's (WEN) stock is on the rise after the company beat Wall Street's earnings estimates.
Intel Corporation (NASDAQ:INTC) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted the shortage in the company’s products, as he stated: And then there are the new agents that do things that are powered by CPUs from AMD, Arm Holdings, Intel. Hence why the […]
NVIDIA Corporation (NASDAQ:NVDA) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer noted that the company provides chips that are necessary for data centers and said: You need the chips, too. That means NVIDIA, of course, which started it all, remains the largest company on […]
The question for retirement-focused investors weighing Advanced Micro Devices (NASDAQ:AMD) against NVIDIA (NASDAQ:NVDA) is no longer abstract: which AI chip story belongs in a long-duration portfolio right now? AMD just printed the strongest quarter of its modern history, and the stock has responded violently. The case for owning AMD over NVIDIA in 2026 rests on ... AMD vs. NVDA: Which AI Chip Giant Belongs in Your 10-Year Portfolio?
Don't be fooled. Bernstein still thinks Micron is a buy into Q2.
Shares of IREN Limited (NASDAQ:IREN) are climbing Friday, extending a powerful run after the company unveiled a transformational partnership with NVIDIA (NASDAQ:NVDA). IREN stock changed hands near $61, building on a 5% opening pop. The reaction follows an 8-K filed May 7 at 9:05 p.m. ET detailing a $3.4 billion AI Cloud contract alongside a five-year ... IREN Jumps 7% on $3.4 Billion NVIDIA AI Cloud Deal, $2.1 Billion Share Investment Option
A new five-year AI cloud agreement with NVIDIA positions IREN to scale beyond infrastructure hosting into managed GPU cloud services for enterprise AI workloads. Key Investor TakeawaysThe $3.
