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Or he genuinely thought Marvell, a company with a market capitalization of around $200 billion at the time and one that Nvidia is invested in, would beat AMD to join the exclusive club. AMD stock gained 7.7% on Tuesday to close at an all-time high of $580.91 with a market capitalization of $947 billion. AMD stock was down 5.5% to $548.90, which brought AMD’s market value to $897.2 billion.

Report lists Nvidia, Apple and Palantir stakes.

SK Hynix builds the memory chips wired into Nvidia’s most advanced AI processors, supplying a component so scarce that customers now reserve production years in advance. This week the South Korean company asked U.S. regulators for permission to list its shares on the Nasdaq for the first time in ...

Artificial intelligence (AI) will not be the downfall of the software giant.

The round was led by Aramco Ventures, the venture arm of Saudi Arabia's state oil company Saudi Aramco

Palantir Technologies (NASDAQ:PLTR) stock is up 9% to $127.31 in midday trading on Wednesday, leading a broad AI-software rally after the company unveiled a sovereign-AI partnership with NVIDIA (NASDAQ:NVDA). Palo Alto Networks (NASDAQ:PANW) stock is riding the risk-on tape higher, up 4% to $355.40. The move for Palantir stock caps a sharp reversal for a ... Palantir Jumps 9% on NVIDIA Sovereign-AI Deal, Palo Alto Networks Climbs 4%

I’m taking a cautious stance on Bloom Energy (NYSE:BE) after one of the most extraordinary 12-month runs in the entire industrials sector. The fuel cell maker has become the purest public-market proxy for the “bring-your-own-power” trade tied to AI data center buildouts, and the stock has responded accordingly. My job here is to separate the ... Price Prediction: We’re Bearish on Bloom Energy and See Shares Falling

One firm has lower expectations for this nuclear stock -- and investors are taking note.

Palantir CEO Alex Karp recently appeared on CNBC to sharpen his critique of frontier AI labs, arguing that enterprises deploying models from OpenAI and Anthropic are “livid” about how much proprietary value flows to model providers. Karp framed the new Palantir partnership with NVIDIA as a direct response, positioning the two companies as the operational ... Palantir CEO Alex Karp: Enterprises Are “Livid” Over AI Models That “Steal” Their Business Value

General Motors has broken free of historically low P/E multiples, underscoring that Wall Street sees it as a top auto stock. Here's how.

SpaceX is dominating financial headlines with a record-breaking IPO, a rumored $2 trillion valuation, and a Starlink/Starship hype loop that has retirement-focused investors scrambling for pre-IPO access. The more compelling opportunity sits in plain sight on the public market. The SpaceX trade fails the retirement portfolio test on arithmetic alone. Retail buyers cannot touch the ... Forget SpaceX: This High-Margin Space Data King Is Cheaper

Meta surged 11% while semiconductor stocks tanked, sending mixed signals through the top market indexes.

Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud powerhouse is the marquee headline, but the money is quietly rotating into the picks-and-shovels names that get paid whether Oracle, Microsoft, or Meta wins the ... Oracle Just Became an AI Cloud Powerhouse. Here Are 5 Under-the-Radar Stocks Along for the Ride

Advanced Micro Devices (NASDAQ: AMD) and Marvell Technology (NASDAQ: MRVL) both just reported quarters that put AI infrastructure at the center of their stories. AMD posted $10.25 billion in Q1 revenue powered by Instinct GPUs and EPYC servers. Marvell pulled $2.418 billion with custom AI silicon and high-speed optics. Same end market. Very different bets. ... Advanced Micro Devices vs Marvell Technology: The Better AI Chip Maker

It all comes down to what your goal is for the investment.

Investors just learned the company will soon face another big competitor.

Intel (NASDAQ:INTC) stock is under heavy pressure today, falling 7% as semiconductor stocks retreat across the board. The weakness extends beyond Intel stock, with Advanced Micro Devices (NASDAQ:AMD) stock down 5% and Taiwan Semiconductor Manufacturing (NYSE:TSM) stock lower by 6%. The broad-based decline comes after Bank of America warned that bubble risk is beginning to ... Intel Drops 7%, AMD Slides 5%, Taiwan Semiconductor Falls 6% as BoA Flags “Bubble Risk”

Investing.com -- Chip stocks were hit hard Wednesday following a report from The Information that OpenAI engineers have unlocked software optimizations capable of slashing inference costs in half. These breakthrough efficiencies reportedly slashed the number of Nvidia GPUs required to support non-logged-in ChatGPT visitors, triggering immediate Wall Street anxieties over a potential slowdown in AI hardware demand.

Nano Nuclear Energy could be on the cusp of a breakout. Could the stock mint millionaires, though?

The artificial intelligence buildout has created one of the largest infrastructure races in technology history. Companies across the industry are spending hundreds of billions of dollars on data centers, GPUs, networking equipment, and energy capacity to support AI models. Annual AI infrastructure spending by the major hyperscalers is approaching $750 billion, as they, startups, and ... Nebius, Coreweave, and IREN Tumble on Meta’s Cloud Ambitions. Is This the End of the Neocloud Boom?

At $139.63, Intel (NASDAQ:INTC) is a hold. After a 278.4% year-to-date run into a fresh 52-week high, the setup demands a view rather than a reflex. Intel is the world’s largest x86 CPU designer and increasingly a contract chip manufacturer under CEO Lip-Bu Tan. The turnaround thesis rests on three legs: Intel Foundry scaling on ... Intel Just Hit a 52-Week High: Buy, Sell or Hold At $140?

CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS) both reported first quarter results that reshape how investors should think about AI cloud infrastructure. CoreWeave leaned into raw US scale, banking a $99.4 billion backlog. Nebius, run out of the Netherlands, delivered +841% YoY AI Cloud growth on a much smaller base while pushing aggressively into ... CoreWeave Vs. Nebius: CoreWeave’s US Footprint Beats Nebius’s Premium European Expansion

Together AI on Wednesday said it has raised $800 million in a funding round led ‌by Aramco Ventures, more than doubling the artificial intelligence ‌startup's valuation to $8.3 billion. Founded in 2022, the startup's platform lets companies train ​and run AI workloads on open models such as DeepSeek, MiniMax and Kimi at lower costs than closed systems.

The index originally intended to serve as a barometer of the United States' top industrial stocks now holds all new kinds of blue chip stocks.

Is Palantir becoming a hot stock again?

At $73.78, Netflix (NASDAQ:NFLX) looks compelling at current levels. Shares sit barely above the $70.86 52-week low after shedding 44.24% of its value while the broader market rallied. Netflix dominates global subscription video with more than 325 million paid memberships, an advertising tier scaling toward $3 billion in 2026 revenue, and operating margins approaching 31.5%. ... Netflix Nearing 52-Week Low: Should You Buy?

Chevron (NYSE:CVX) just wrote another check to shareholders, and the market is still treating the company like crude prices are about to collapse. On June 10, Chevron paid out $1.78 per share, the second quarterly distribution at the new rate after a 4% increase declared Jan. 30, marking the 39th consecutive annual dividend increase. The ... Chevron Yields 4.2% Because Oil Prices Make Everyone Nervous. Here’s Why That Thinking Is Outdated

If you sort all the top politicians with a portfolio of above $1 million using their annual gains, who do you expect at the top? Likely Nancy Pelosi, but that’s not the case. A Republican Senator named Ashley Moody has gained 310% in the past year using her portfolio. Her portfolio and her (lack of) ... New Nancy Pelosi? Senator Ashley Moody Up 310% in One Year With These Stocks

History has proven to reward consistency and time in the market.

Stryker (NYSE:SYK) and Intuitive Surgical (NASDAQ:ISRG) both closed the books on Q1 2026 with sharply different results. Stryker absorbed a March 11 cyberattack and heavy restructuring charges while defending its joint replacement franchise. Intuitive posted another crisp beat on the back of da Vinci 5 adoption. Two medtech giants, two very different quarters. A Cyber ... Stryker Vs. Intuitive Surgical: Stryker’s Joint-Replacement Moat Over Intuitive’s Premium Valuation