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As Changing Fed Expectations Rattle Tech Stocks, This Cash-Generating Titan Is The Clear Winner
24/7 Wall St.59d agoneutral
As Changing Fed Expectations Rattle Tech Stocks, This Cash-Generating Titan Is The Clear Winner

Micron Technology (NASDAQ:MU) is the stock everyone wants to talk about right now, with shares up 202.87% year to date on an AI memory supercycle narrative that has order books reportedly stretching into 2027. But here’s what you should actually be watching. The Crowded Trade At The Top Of Its Cycle Micron just reported a ... As Changing Fed Expectations Rattle Tech Stocks, This Cash-Generating Titan Is The Clear Winner

Cerebras shares climb as Wall Street brokerages back AI chip strategy
Reuters59d agoneutral
Cerebras shares climb as Wall Street brokerages back AI chip strategy

Cerebras shares gained on Monday as multiple Wall Street firms initiated coverage with bullish calls after the quiet period, ‌backing the chip designer's unconventional AI strategy more than three weeks ‌after its strong debut. Shares of the company rose 5.5% in premarket trading, with at least ​nine brokerages — including IPO bookrunners Morgan Stanley, Citigroup, Barclays and UBS — initiating coverage of the stock. The California-based firm designs wafer-scale engine chips roughly the size of a dinner plate to speed up processing, challenging traditional GPU-based systems, like those ‌of Nvidia, that rely on ⁠clusters of interconnected chips.

Analysis-Nvidia's AI PC push banks on unproven demand beyond niche users
Reuters59d agoneutral
Analysis-Nvidia's AI PC push banks on unproven demand beyond niche users

Nvidia's entry into the AI PC market with its RTX Spark superchip last week is less a breakthrough for regular users than a high-stakes bet that a largely unproven concept can find wider appeal, ‌analysts said. It's a claim that PC makers HP and Dell have made for nearly three years now, only to be met with skepticism from Wall Street ​and consumers, with high prices outweighing tangible benefits. Nvidia, though, appears to be selling a different version of the AI PC than what exists today, one aimed more at developers and content creators who have long favored Apple's high-end MacBook Pros.

Nvidia announces deals with South Korea's SK Hynix, Naver and Doosan for AI data centres
Reuters59d agoneutral
Nvidia announces deals with South Korea's SK Hynix, Naver and Doosan for AI data centres

Nvidia on Monday announced deals with South Korea's SK Hynix, Naver and Doosan Group to build ‌AI data centres and use the U.S. chip firm's technology, as it ‌looks to continue driving the AI boom. The agreements come during a high-profile trip by Nvidia CEO ​Jensen Huang to South Korea that began on Friday and has seen him have fried chicken with the country's top corporate bosses, throw a baseball pitch and meet with a well-known gamer so far. Nvidia and its partners did not disclose ‌the value of the deals.

South Korea's Naver to build gigawatt-scale AI factories using Nvidia technology
Reuters59d agoneutral
South Korea's Naver to build gigawatt-scale AI factories using Nvidia technology

Nvidia ‌said on ‌Monday that South ​Korean internet conglomerate Naver would use its ‌technology ⁠to build AI factories ⁠at gigawatt scale to ​meet ​rising ​global demand ‌for AI services and physical AI. The project is aimed at ‌serving ​growing ​global ​demand for ‌AI services and ​physical ​AI applications, Nvidia said. (Reporting ​by ‌Heekyong Yang; ​Editing by Jamie ​Freed)

Marvell leads chip wreck unseen since the pandemic
TheStreet59d agoneutral
Marvell leads chip wreck unseen since the pandemic

Three trading days earlier, Marvell Technology (MRVL) had the market in awe. Nvidia chief executive Jensen Huang had stood on a stage in Taipei and called the chip designer “the next trillion-dollar company.” Traders responded by handing the stock its biggest one-day gain ever. By Thursday’s close, ...

Nvidia’s $500 billion AI opportunity gets real
TheStreet60d agoneutral
Nvidia’s $500 billion AI opportunity gets real

Nvidia (NVDA) is a name most investors think about when analyzing the artificial intelligence boom. Nvidia's processors helped turn generative artificial intelligence from a software triumph into a big infrastructural race. Data centers, cloud platforms, and corporate AI systems have all looked to ...

If You Hold This 20 Year Treasury ETF You Are Losing Money Even With Yields Up
24/7 Wall St.60d agoneutral
If You Hold This 20 Year Treasury ETF You Are Losing Money Even With Yields Up

A 68-year-old retiree who moved $180,000 out of stocks and into the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) in late 2024 was making a directional rate bet. The pitch was clean: lock in a 4.5% long-bond yield before the Federal Reserve cut rates, then collect price appreciation on top of monthly coupons. The 20-year ... If You Hold This 20 Year Treasury ETF You Are Losing Money Even With Yields Up

Banks Are Paying Again: 5 Financial Dividend Stocks After the Stress Tests
24/7 Wall St.60d agoneutral
Banks Are Paying Again: 5 Financial Dividend Stocks After the Stress Tests

The Federal Reserve’s asset cap on Wells Fargo came off in 2025. JPMorgan’s board waved through a $50 billion repurchase authorization. Bank of America returned $9.30 billion to shareholders in a single quarter. The post-stress-test capital return cycle is already running, and the cash is being shoveled out the door faster than most retail investors ... Banks Are Paying Again: 5 Financial Dividend Stocks After the Stress Tests