Motley Fool33d agoneutral
Sam Altman Just Criticized SpaceX's Data Centers in Space. Is the OpenAI Founder Right?The public spat may be petty, but that doesn't mean the points being made are wrong.
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Reuters33d agoneutral
Micron signs deals with Qualcomm, others for AI-powered automobile chip componentsMicron Technology on Thursday signed long-term agreements with automotive suppliers, including chip designer Qualcomm and audio products maker Harman, to secure memory and storage components that powers AI-enabled vehicles. The agreements come as the industry races to expand manufacturing capacity to meet the booming demand for memory chips due to the rapid adoption of AI tools. These chips are used in data centers, consumer electronics and vehicles, where they support AI-enabled features such as ADAS and digital cockpits.
24/7 Wall St.33d agoneutral
Nvidia Might Be a Massive Winner as SpaceX’s Orbital Data Centers Take OffSpaceX is building data centers in orbit, and the partner positioned to profit most may surprise even the analysts watching Nvidia's every move.
Motley Fool33d agoneutral
Can You Build a Retirement Portfolio Using Only ETFs?Yep. And you should, if you can.
Investing.com33d agobullish
UnitedHealth rallies premarket while chip stocks retreat; TSMC’s record earningsInvesting.com -- U.S. stock index futures were mixed on Thursday as investors weighed lingering Middle East tensions, and focused on corporate earnings and further signs that U.S. inflationary pressures are easing.
Motley Fool33d agoneutral
Stellantis Stock Could Pop on Turnaround, but This Is Still a Red FlagInvestor hope is building around Stellantis' global turnaround strategy. But don't lose sight of issues such as margin-eroding inventory gluts.
GuruFocus.com33d agoneutral
Nvidia Stock Fans Just Got Good News From JapanNvidia Teams Up With Japan's Robotics Giants in New AI Push
Motley Fool33d agoneutral
The Next Big AI Inference Winner Could Be Worth 2 Times Your InvestmentMicron stock has the potential to double in price in the coming years.
Motley Fool33d agoneutral
Micron's Biggest Rival Just Got a Lot Easier for US Investors to OwnSK Hynix is one of the world's largest memory manufacturers, and buying it is a no-brainer right now.
MarketWatch33d agoneutral
AI is so big, it’s now impossible for investors to avoidExposure to the artificial-intelligence boom has become virtually impossible for investors to avoid. The theme hasn’t just cornered the stock market. It has systematically swallowed up corporate credit and venture capital, too.
Yahoo Finance33d agoneutral
TSMC raises capex and revenue forecast, highlighting growing AI chip demandTSMC, the world's largest made-to-order chip maker, reported second quarter results.
Verdict33d agobullish
TCS opens industrial AI lab in Bengaluru in partnership with NvidiaThe AI lab will support rapid prototyping, validation, and scaling of industrial automation for enterprises in mobility and manufacturing.
Motley Fool33d agobullish
This Dividend ETF Has Outperformed Many Actively Managed Funds Over 10 YearsThe First Trust Rising Dividend Achievers ETF has a performance history that rivals any dividend ETF available today.
Reuters33d agobearish
US probes Samsung for alleged infringement of Netlist's memory-chip patentsU.S. trade regulators have launched a probe into Samsung Electronics' memory chips and products sold by Google, Nvidia, Broadcom and Super Micro Computer that use them after a complaint by Netlist alleging infringement of its patents. California-based Netlist has accused Samsung and its U.S. units of infringing its patents on dynamic random access memory, a type of chip that temporarily stores data for processors and is a critical component in the servers powering the AI boom, the U.S. International Trade Commission (USITC) said on Wednesday.
Motley Fool33d agoneutral
3 Hypergrowth Tech Stocks to Load Up On NowThe AI build-out is pushing many tech stocks to hypergrowth status.
Motley Fool33d agoneutral
The Strait of Hormuz Closure Sent Gas Prices Up. EV Stocks Quietly Benefited. Here's Why.Volatile oil prices could drive more consumers to ditch their gas-powered vehicles.
Motley Fool33d agoneutral
A Common S&P 500 ETF Blunder That's Costing Investors MoneyWhen it comes to long-term investing, people are often their own worst enemies.
Reuters Videos33d agobullishVIDEO
AI Weekly: SK Hynix shares jump up and down, Apple sues OpenAI<body><p>STORY: From SK Hynix shares yo-yoing to Apple suing OpenAI...</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>SK Hynix shares went on a wild ride after its U.S. listing last week.</p><p>Shares plunged 15% in trading on Monday, marking the South Korean chip giant's biggest one-day fall on record.</p><p>But the firm's stock bounced back almost 13% later in the week.</p><p>It followed gains made in U.S. tech stocks after softer-than-expected U.S. inflation data and upbeat analyst forecasts for AI memory demand.</p><p>Meta plans to produce AI chips this September.</p><p>That's according to a memo seen by Reuters.</p><p>The move would help Meta gain more independence from chip suppliers like Nvidia.</p><p>Apple sued OpenAI and two former employees.</p><p>The U.S. tech giant alleged misappropriation of its trade secrets to benefit the ChatGPT-maker's move into consumer hardware.</p><p>It accused OpenAI of orchestrating an effort to acquire and exploit Apple's confidential information through former employees, recruiting practices and supplier relations.</p><p>OpenAI said in a statement they "have no interest in other companies’ trade secrets."</p><p>IBM shares plunged by a quarter in one day.</p><p>Investors sold off after the U.S. tech company signaled the AI infrastructure boom has drawn spending away from the software sector.</p><p>IBM said it expected revenue to rise just 1% in the second quarter, falling short of Wall Street hopes.</p><p>The announcement added to worries over a software industry already rocked by the rise of AI tools.</p><p>And TSMC raised it forecast for capital spending by up to 14% for this year.</p><p>It comes after the chipmaker and major Nvidia supplier posted a 77% jump in second-quarter profit of $22 billion.</p><p>That was well ahead of market forecasts and the firm's ninth straight quarter of double-digit percentage growth.</p><p>Looking ahead, capital expenditure for this year is forecast to now be between $60 billion and $64 billion.</p></body>
Reuters33d agoneutral
TSMC to invest another $100 billion in US as Q2 profit blows past forecastsBy Wen-Yee Lee, Ben Blanchard and Faith Hung TAIPEI, July 16 (Reuters) - TSMC, the world's main producer of advanced AI chips and a major Nvidia supplier, pledged on Thursday to invest a further $100
Motley Fool33d agoneutral
Apollo Global Just Got Kicked Out of the Russell Growth Indexes. Is the Forced Selling a Buying Opportunity?It went from growth to value. Is that a good thing?
Motley Fool33d agoneutral
Warren Buffett's Hand-Picked Successor, Greg Abel, Has 30% of Berkshire Hathaway's Portfolio Invested in Apple and Alphabet. But There's an Under-the-Radar Berkshire Stock That Is My Top Pick for July.Itʻs a good time to get defensive.
Motley Fool33d agoneutral
The Space Force's $5.6 Billion Launch Program Has a New Contender. Here's Rocket Lab's Path to Winning It.Rocket Lab's opportunity to land this contract is real, but everything depends on whether Neutron can finally deliver.
Motley Fool33d agoneutral
Warren Buffett's Successor, Greg Abel, Scooped Up Shares of These 4 Powerhouse Stocks in the Second QuarterA virtual monopoly and three "indefinite" holdings were on the menu for Buffett's protege in the June-ended quarter.
Investing.com33d agoneutral
TSMC and AI stocks fall despite upbeat earnings. Here’s what’s worrying investorsInvesting.com -- Taiwan Semiconductor Manufacturing (NYSE:TSM) reported a 77% year-on-year surge in Q2 2026 net profit to a record T$706.6 billion ($21.99 billion) on Thursday, blowing past Wall Street's EPS estimate of $3.80 with a print of $4.31, yet the stock was indicated about 4% lower in premarket trading as investors weighed a sharply expanded capital spending plan against near-term margin pressure.
Motley Fool33d agoneutral
3 Reasons Chipotle Stock Could Double in 5 YearsWhile it's hard to be bullish with shares 47% off their all-time high, investors can identify positive attributes.