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From Sleepy Chip Shops to AI Infrastructure Pillars Ten years ago, Marvell Technology (NASDAQ: MRVL) was a fabless chipmaker leaning on declining hard-drive controllers. Micron Technology (NASDAQ: MU) was a cyclical memory producer wrestling with DRAM oversupply. Both looked like value traps. Neither looked like a future artificial intelligence (AI) darling. Marvell’s reset began when ... Had You Invested $1,000 in Marvell or Micron a Decade Ago, Here’s What You’d Have Now

For an investor in their 50s or 60s who wants one technology holding that does not require monitoring, ASML Holding (NASDAQ:ASML) warrants long-term research attention because it is the only company on earth that manufactures the lithography machines required to print advanced chips, and that structural position compounds quietly regardless of which AI winner emerges. ... Got $2,000? 1 Tech Infrastructure Monopoly to Buy and Hold for the Rest of Your Life

Reflection AI will pay $150 million a month beginning July 1, 2026 through 2029 for immediate access to Nvidia's latest GB300 AI chips and supporting hardware across SpaceX's Colossus 2 data center near Memphis, Tennessee.

KKR has sold off due to concerns about private credit.

On a recent episode of the Peter Schiff Show, economist Peter Schiff took aim at a wealth redistribution proposal floated by Sen. Adam Schiff, using Tesla (NASDAQ:TSLA) CEO Elon Musk as his case study. Adam Schiff pointed to calculations suggesting that $1 trillion could provide roughly $7,500 to every U.S. household or eliminate student debt ... Redistributing Elon Musk’s $1 Trillion Fortune Would Likely Give Each U.S. Household Just $1,500. Here’s the Math

David Tepper’s Appaloosa Management trimmed NVIDIA (NASDAQ:NVDA) by roughly 13% of shares and cut AMD (NASDAQ:AMD) by roughly 32% of shares while nearly doubling its Amazon position, adding about 2.14 million shares (an increase of roughly 98%) during the quarter ended March 31, 2026. The disclosure landed in the 13F filed May 15, 2026, and ... David Tepper Trimmed Nvidia and AMD, but Doubled Down on This AI Stock

Sandisk looks positioned to profit from DRAM demand -- even if it doesn't make DRAM at all!

CNBC’s Brian Sullivan walked viewers through a landmark energy agreement that paints the picture for how much electricity the AI buildout actually needs. Chevron has signed a 20-year power purchase agreement with Microsoft to supply natural-gas-fired electricity to a Microsoft data center in far west Texas, about an hour southwest of Odessa. According to Sullivan, ... Microsoft Signs 20-Year Power Deal With Chevron Showing How Far AI’s Energy Needs Have Grown

Which of these unloved altcoins deserves a bit more love?

SpaceX's rally has put space stocks in the spotlight, but it may not be the only stock worth watching.

Reflection AI will pay SpaceX $150 million a month starting July 1 for access to Nvidia GB300 chips inside the Colossus 2 data center

Alphabet (NASDAQ:GOOGL) stock is down 6% in Monday midday trading, sliding to around $346. The selloff in Alphabet shares is the most prominent move among the hyperscalers today. Caught in the same theme, Amazon (NASDAQ:AMZN) stock is down 4% to around $234. Meta Platforms (NASDAQ:META) and Microsoft (NASDAQ:MSFT) shares are also lower, though by smaller ... Alphabet Sinks 6%, Amazon Slides 4% Amid AI Capex Anxiety Across the Hyperscalers

A bond sale pressured shares even as SpaceX announced a new AI contract.

Artificial intelligence is creating a new kind of infrastructure race. While investors often focus on Nvidia (NASDAQ:NVDA) chips or the latest AI models, the real bottleneck is increasingly becoming physical capacity — power, land, and data centers. The latest global data center report from CBRE shows that demand continues to outpace supply across nearly every ... Nebius Has 40% Upside in 2026 as Global AI Data Center Shortage Worsens

The Nasdaq Composite and S&P 500 were down, while the Dow Jones Industrial Average was up in late-mo

Reflection — an Nvidia-backed open-source AI startup — signed a major compute agreement with SpaceXAI, securing immediate access to chips and hardware from the SpaceX Colossus 2 data center.

Inflation has been the market’s dominant concern. While investors spent much of the past year focused on artificial intelligence, earnings growth, and record-high stock prices, the conversation has been overshadowed by rising consumer costs and the Federal Reserve’s response. Energy prices sit at the center of that debate. Oil surged above $100 a barrel after ... Iranian Oil Is About to Flood the Market. Has the Fed’s Biggest Pressure Valve Been Released?

These stocks offer high dividend yields, rising payouts, and businesses that can afford to support their dividends.

Premji Invest led the round, which brings Upscale AI's total funding to $500 million in under 18 months

The market has gotten a bit irrational with Broadcom's stock.

It really doesn’t matter who made the statement if he or she really, really knows what they are talking about. Richard Liu, founder and chair of JD.com, said that “sooner or later” robots would replace 700,000 delivery workers in China. Early experimental versions of this business model are already in place in China, the FT ... Robots Will Replace 700,000 Workers

SpaceX's historic IPO has investors buzzing, but the valuation concerns have been covered to death. Here are four under-the-radar reasons I'm staying on the sidelines.

Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.

Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.

Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.

Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.

Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.

Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.

Super Micro Computer (NASDAQ:SMCI) stock is up 11% in early Monday trading, leading an AI server rally sparked by fresh hardware reveals at ISC High Performance 2026 in Hamburg. Dell Technologies (NYSE:DELL) stock is moving in sympathy, up 5%. The catalyst is NVIDIA (NASDAQ:NVDA) unveiling its Vera Rubin platform for scientific supercomputing, with Super Micro ... Super Micro Jumps 11%, Dell Rises 5% as New NVIDIA Vera Rubin Systems Fuel the AI Server Trade

Despite pressure from inflation, Federal Reserve policy, and the Iran conflict, the stock market has shown remarkable resilience. That strength has created a new concern heading into the end of June: a potentially massive wave of institutional selling. According to a recent JPMorgan analysis, roughly $165 billion of equity selling pressure could wash over the ... Massive Wave of Selling Is Coming, Says JPMorgan. Here’s Why It Probably Won’t Matter