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Nvidia rivals get a rare break in AI race
TheStreet43d agoneutral
Nvidia rivals get a rare break in AI race

Nvidia (NVDA) investors were more or less expecting another clean step forward in the AI upgrade cycle. Rubin was expected to continue pushing the roadmap ahead, customers would keep chasing capacity, and rivals would remain stuck trying to close an insurmountable lead. That confidence, though, has ...

Why this AI chip startup could rival Nvidia
Yahoo Finance Video43d agoneutralVIDEO
Why this AI chip startup could rival Nvidia

Etched co-founder and president Robert Wachen explains how his company fits into the artificial intelligence (AI) trade and how it compares to Nvidia (NVDA).

Ex-Nasdaq CEO Warns SpaceX’s ‘Unprecedented’ Lockup Expiration Could Flood the Market With $800 Billion in Shares
24/7 Wall St.43d agoneutral
Ex-Nasdaq CEO Warns SpaceX’s ‘Unprecedented’ Lockup Expiration Could Flood the Market With $800 Billion in Shares

Robert Greifeld, who was NASDAQ’s CEO from 2003 to 2017, used a July 6, 2026, CNBC interview to flag what he calls the largest lockup expiration in the history of U.S. capital markets. His warning centers on SpaceX, whose recently completed offering was the largest IPO ever and now sits at a $2 trillion valuation. ... Ex-Nasdaq CEO Warns SpaceX’s ‘Unprecedented’ Lockup Expiration Could Flood the Market With $800 Billion in Shares

Was Michael Burry Right About Palantir? PLTR Is Still Down Over the Past Year
24/7 Wall St.43d agoneutral
Was Michael Burry Right About Palantir? PLTR Is Still Down Over the Past Year

Michael Burry started betting against Palantir (NASDAQ:PLTR) in the fall of 2025, when the stock was one of the loudest momentum trades and every retail account had a screenshot of it. Nine months later, PLTR sits at $132, down 5% over the trailing year and off 21% year to date. Burry has not been fully ... Was Michael Burry Right About Palantir? PLTR Is Still Down Over the Past Year

Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up
24/7 Wall St.43d agoneutral
Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up

Marvell Technology (NASDAQ:MRVL) looks compelling because the market is only now pricing in a durable second act in custom AI silicon. The stock has nearly tripled year to date, but the fundamental picture keeps outrunning the multiple. Marvell designs the analog, mixed-signal, and photonic infrastructure that hyperscalers use to move data around AI clusters. Data ... Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up

Can NVIDIA’s (NVDA) New Indonesia AI Campus Deal Unlock $30 Billion for a Partner?
Insider Monkey43d agoneutral
Can NVIDIA’s (NVDA) New Indonesia AI Campus Deal Unlock $30 Billion for a Partner?

NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks to invest in according to Two Sigma Advisors with huge upside potential. On June 28, Firmus Technologies, an Australian AI infrastructure startup, announced an eight-year strategic partnership with NVIDIA Corporation (NASDAQ:NVDA) under which Firmus will purchase NVIDIA hardware and sell NVIDIA-powered cloud services to AI companies. […]

Vultr Picks Hewlett Packard Enterprise (HPE) and NVIDIA to Build Its Next-Gen AI Data Centers
Insider Monkey43d agoneutral
Vultr Picks Hewlett Packard Enterprise (HPE) and NVIDIA to Build Its Next-Gen AI Data Centers

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the best stocks to invest in according to Two Sigma Advisors with huge upside potential. On June 17, Hewlett Packard Enterprise Company (NYSE:HPE) announced that Vultr had selected the company and NVIDIA to build Vultr’s next-generation AI data center infrastructure. Vultr is the world’s largest privately held […]

AMD (AMD) Stock Trades Up, Here Is Why
StockStory43d agoneutral
AMD (AMD) Stock Trades Up, Here Is Why

Shares of computer processor maker AMD (NASDAQ:AMD) jumped 9.2% in the morning session after Japanese self-driving startup Turing announced it started using the company's AI GPUs and received an investment from AMD's venture capital arm.

TeraWulf Stock Is Up 95% This Year: Here’s Why
24/7 Wall St.43d agoneutral
TeraWulf Stock Is Up 95% This Year: Here’s Why

Shares of TeraWulf (NASDAQ:WULF) extended a powerful rally on Monday afternoon, separating the stock from its bitcoin-mining peers by a wide margin. WULF stock is up 4% today and up 95% year to date to $22.10, marking its most sustained rerating since going public. The catalyst is a landmark 20-year lease with Anthropic, the private ... TeraWulf Stock Is Up 95% This Year: Here’s Why