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For much of the artificial intelligence boom, investors have heard one simple story. Graphics processing units were at the center of it all. That thesis made Nvidia (NVDA) a must-have in the stock market. It also drove investors to Advanced Micro Devices (AMD), Broadcom (AVGO), Marvell Technology ...
The search giant is taking this collaboration to new heights.
Leopold Aschenbrenner, the former OpenAI researcher whose AI-focused fund posted blockbuster 2025 returns, used his Q1 2026 13F to do something counterintuitive: stack roughly $8.5 billion of put options against Nvidia while piling into Bitcoin miners pivoting to AI, including a new position in ...
More gains lie ahead for the semiconductor star's shareowners, according to a respected Wall Street analyst.
SpaceX just completed the largest IPO ever.
Fox announced on Monday that it is acquiring the company for roughly $22 billion.
AMD (NasdaqGS:AMD) agrees to acquire MEXT, adding memory optimization software aimed at improving AI data center efficiency. The company also introduces the Ryzen AI Halo developer platform, focused on running large AI models locally on high-performance hardware. These announcements highlight AMD's push to compete more directly with Nvidia in large-scale AI model deployment and infrastructure. For investors watching AI infrastructure, these moves help clarify where AMD (NasdaqGS:AMD) is...
Standard Chartered has opened coverage of Uniswap with one of the most aggressive Wall Street forecasts yet for a m...
The retreat in oil is taking pressure off interest rates, and a few high-multiple technology stocks stand to gain the most.
The apparent U.S.-Iran framework document to end the war lit a fire under relatively high-risk investments.
The potential deal signals Qualcomm’s bid to strengthen its position in AI and data center semiconductors beyond its smartphone core.
Micron Technology (NASDAQ:MU) is the chip stock dominating every feed after its memory business rode the AI cycle to a $1.12 trillion market cap and a 760.37% one-year run. But here’s what you should actually be watching. The Crowded Trade at the Top of the Cycle Memory margins do not stay at 74% forever. Micron ... Forget Micron: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback
President Donald Trump and Vice President JD Vance signed an electronic copy of a memorandum of understanding with Iran, a senior US official said in a call with reporters.
Moby summary of PowerFleet, Inc.'s Q4 2026 earnings call
Europe wants to build its own digital infrastructure, which could have profound implications for U.S. tech companies.
Qualcomm (QCOM) is in talks to acquire AI chip designer Tenstorrent at a price between $8 billion an
Nvidia is selling at least $20 billion worth of debt, as the U.S. government is projected to borrow about $2 trillion. Is the market headed for a capital squeeze?
Investors seeking exposure to the marijuana market may now have a more attractive option to consider.
The booming demand for AI data centers is supercharging Applied Digital's growth.
Dow Jones Futures: Trump's U.S.-Iran deal sparked a big stock market rally Monday. Nvidia, Micron, Sandisk and SpaceX were big winners.
Hydra Host closed a $100 million Series A on June 15, 2026, led by Kindred Ventures with participation from NVIDIA, ARK Invest, SPLY Capital, Jasper Lau's Era Funds, Comcast Ventures, Magnetar, and PEAK6. Existing investors including Founders Fund, 10x Founders, Sterling Road, and Flume Ventures (with participation from Scott McNealy) also participated in the round.
Yahoo Finance Senior Reporter David Hollerith explains how SpaceX's (SPCX) initial public offering (IPO) is fueling Morgan Stanley (MS), Goldman Sachs (GS), JPMorgan (JPM), Bank of America (BAC), and Citi (C).
Don't underestimate the potential upside for this diversified healthcare stock.
Chowdhry's thesis rests on a simple but far-reaching claim: the AI boom that enriched Nvidia is giving way to a different era. "Ai Training is the Past - Ai Inference is the Present - Ai Applications is the Future, i.e., GPUs is the Past, CPUs is the Future," he wrote, framing 2026 and beyond as the era of Intel's 18A Xeon server chips and 18A Panther Lake laptop processors, in direct contrast to 2025 and prior being Nvidia's GPU moment.
SpaceX Rockets Past Palantir in Stunning Post-IPO Valuation Race
Nvidia (NVDA) is the latest hyperscaler to tap the debt market to fund its artificial intelligence (AI) build-out. Yahoo Finance Markets and Data Editor Jared Blikre discusses more in the video above.
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