ニュース · QuantAbundancia

Barrons.com14d agobullish

TeraWulf Earnings Disappoint. But the Stock Edges Higher on AI Momentum.

The former Bitcoin miner reports steeper-than-expected losses in the first quarter as it transitions to developing AI data centers.

Simply Wall St.14d agoneutral

Latest News In AI Chips - Advancing AI Infrastructure With Zerogrid's Distributed Inference Grid

Zero Latency has introduced Zerogrid, a closed beta distributed AI inference grid designed to enhance the routing of AI workloads by optimizing edge computing capacity. This new infrastructure aims to address the unique challenges of AI inference, such as latency and regulatory requirements, by efficiently dispatching workloads to meet specific operational constraints. Zerogrid is inspired by distributed virtual power plants and leverages a similar architectural approach to manage compute...

Motley Fool14d agoneutral

Kalshi vs. Polymarket? This Small‑Cap Sports Data Stock Is the Surefire Winner Either Way.

There is a secret data provider powering the entire digital betting market.

INTC NVDA

Investor's Business Daily14d agoneutral

Dow Jones Futures: Trump Says U.S.-Iran Ceasefire Holds; Akamai, Cloudflare, IREN Are Big Earnings Movers

Dow Jones futures: President Donald Trump says a U.S.-Iran ceasefire is intact despite clashes. Rocket Lab, Cloudflare and IREN are big earnings movers.

AAOI APP CENX CRWV DDOG FIGS FTNT IREN+8

GuruFocus.com14d agobullish

TSMC Stock Rises. Revenue Climbs 18% Yearly on AI Chip Boom

TSMC Stock Edges Higher as AI Demand Fuels Strong Annual Growth Despite Monthly Dip

AAPL AMD NVDA TSM

The Telegraph14d agoneutral

AI giant sets sights on joining Wall Street’s trillion-dollar club

The Silicon Valley lab behind the Claude artificial intelligence (AI) bot has set its sights on a valuation of close to $1tn as it steps up its war with ChatGPT maker OpenAI.

AAPL AMZN GOOG GOOGL META MSFT NVDA

GuruFocus.com14d agoneutral

IREN Stock Soars as Nvidia Drops $3.4B AI Infrastructure Deal

IREN Stock Jumps on Game-Changing Nvidia AI Cloud Partnership

IREN NVDA

Investor's Business Daily14d agobullish

How A Top-Performing Analyst-Driven Fund Beats The Market

The key to stock market-beating returns for Putnam U.S. Research Fund is "research, research, research."

MRVL NVDA

GuruFocus.com14d agoneutral

TSMC sees strong growth as AI demand holds up

Revenue growth stays solid despite monthly dip

AAPL AMD NVDA TSM

GuruFocus.com14d agoneutral

White House scales back CEO group for China trip

White House takes more cautious China approach

AAPL BA C NVDA QCOM

GuruFocus.com14d agoneutral

Nvidia Deepens AI Data Center Push With IREN Deal

Nvidia may invest up to $2.1 billion as AI infrastructure demand keeps rising.

IREN NVDA

Reuters14d agoneutral

US stock futures rise as chips rebound ahead of jobs data

May 8 (Reuters) - U.S. stock index futures rose on Friday as a recovery in chipmakers helped offset worries about renewed U.S.-Iran tensions, while investors looked ahead to a crucial employment

AAPL MCHP MU NVDA QCOM SNDK ^GSPC ^IXIC

Bloomberg14d agobullish

Intel CEO Who Won Over Trump and Musk Now Needs a Breakthrough

(Bloomberg) -- After Lip-Bu Tan became chief executive officer of Intel Corp. in March of last year, the struggling company’s shares went nowhere for seven months while the chipmaker was getting trounced in the market for artificial intelligence.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump

AAPL INTC MU NVDA QCOM SSNLF TSLA TSM

Simply Wall St.14d agoneutral

Alibaba Chip Smuggling Allegations Raise Fresh Questions For AI Growth Narrative

US authorities are investigating a reported US$2.5b smuggling scheme involving advanced Nvidia chips shipped to China. Alibaba Group Holding (NYSE:BABA) has been cited as a possible end customer in the inquiry. The company has publicly denied any involvement or business relationship with the parties mentioned in the alleged scheme. Alibaba is a major Chinese technology group with businesses across e commerce, cloud computing, and digital services, so any link to restricted AI hardware...

BABA NVDA

Barrons.com14d agoneutral

These Stocks Are Today’s Movers: CoreWeave, Trade Desk, Cloudflare, Akamai, Block, and More

CoreWeave drops after missing analysts’ earnings target, while Trade Desk plummets on weak revenue guidance.

CRWV FLR IREN MRNA NET NVDA TTD XYZ

InvestorsHub14d agoneutral

TSMC posts strong April revenue growth driven by AI chip demand

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) reported a solid increase in April revenue on Friday as continued demand for advanced artificial intelligence semiconductors supported sales growth. The world’s largest contract chip manufacturer said April revenue reached NT$410.

AAPL NVDA TSM

Barrons.com14d agoneutral

Nvidia Stock Rises After IREN AI Tie-Up. Why It Keeps Making ‘Circular’ Deals.

Nvidia stock and IREN were both rising after the companies agreed to deploy five gigawatts of AI infrastructure.

CRWV GLW IREN MRVL NVDA

Motley Fool14d agoneutral

Warren Buffett's and Greg Abel's $397 Billion Warning for Wall Street Has Hit a Deafening Pitch

The willingness of Berkshire Hathaway's current and former bosses to sit on their proverbial hands portends trouble for the stock market.

INTC NVDA ^DJI ^GSPC ^IXIC

The Wall Street Journal14d agoneutral

Stocks to Watch: Coinbase, Corning, IAG, CoreWeave

↘️ Coinbase Global (COIN): The cryptocurrency exchange swung to a loss in the first quarter, weighed down by a weak crypto market. Shares retreated premarket. ↘️ Trade Desk (TTD): Shares slid 15% premarket after some disappointing earnings and guidance from the ad-tech company.

CRWV GLW NET NVDA

MT Newswires14d agobearish

Market Chatter: Nvidia Chips at Center of Smuggling Probe Tied to Thai Firm

Nvidia (NVDA) chips are at the center of a suspected $2.5 billion smuggling scheme involving Super M

BABA NVDA SMCI

MarketBeat14d agoneutral

MACOM Technology Solutions Q2 Earnings Call Highlights

MACOM Technology Solutions (NASDAQ:MTSI) reported fiscal second-quarter 2026 revenue of $289 million and adjusted earnings per diluted share of $1.09, supported by what management described as strong demand across its three end markets and a record backlog. President and CEO Steve Daly said sequent

NVDA

Motley Fool14d agoneutral

Boom or Bubble? Here's Where Sandisk Stock Could Be in 3 Years.

Sandisk stock has soared remarkably since its separation from Western Digital, but has it gotten ahead of itself?

INTC NVDA SNDK WDC

Motley Fool14d agoneutral

We're Exactly 1 Week Away From a Historic Change at the Federal Reserve -- and It May End Up Costing the Stock Market Dearly

A changing of the guard is imminent at America's foremost financial institution.

INTC NVDA ^DJI ^GSPC ^IXIC

Motley Fool14d agoneutral

Want Reliable Income No Matter What the Market Does? Start With These 3 High-Yield Stocks.

The best time to start playing defense is when it seems like there's absolutely no reason to do so.

INTC NVDA

Simply Wall St.14d agoneutral

TotalEnergies Pangea 5 Supercomputer Puts AI At Core Of Energy Plan

TotalEnergies has launched its new Pangea 5 supercomputer in partnership with Dell Technologies and NVIDIA, aimed at expanding AI-led research and seismic imaging. The system is designed to increase subsurface imaging capacity and AI workloads, with a focus on both hydrocarbon exploration and low emission energy projects. Pangea 5 includes energy efficiency upgrades and waste heat recovery to support facility heating, aligning with the company’s sustainability targets. The project reflects...

DELL NVDA

Bloomberg14d agoneutral

US Said to Suspect Nvidia Chips Smuggled to Alibaba Via Thailand

(Bloomberg) -- A key company behind Thailand’s national AI effort is suspected of helping to smuggle billions of dollars worth of Super Micro Computer Inc. servers containing advanced Nvidia Corp. chips to China, with Alibaba Group Holding Ltd. one of multiple end customers, according to people familiar with the matter.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almos

BABA NVDA SMCI

Motley Fool14d agoneutral

Nvidia's $2.2 Billion Investment in This Rapidly Growing AI Company Is Working Out Great

The chipmaker's relationship with AI data center operator Nebius is proving beneficial for both companies.

NBIS NVDA

Motley Fool14d agoneutral

Why Arista Networks Stock Rocketed 41% Higher in April and Why It's Likely Just Getting Started

The data center hardware specialist climbed to new heights in April. There could be more to come.

ANET INTC NVDA

Motley Fool14d agobullish

Bold Prediction: NuScale Power Is About to Soar. Here's Why.

NuScale has fallen by more than 70% from recent highs. Artificial intelligence power demands could reverse the trend.

INTC NVDA OKLO SMR