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30,155 signal articles · 132 in last 24h · 151,403 total before filter · latest 1h ago
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Investing.com44d agoneutral
Humanoids are as much a compute story as a robotics one

Investing.com -- Humanoid robots could create demand for data-centre infrastructure, AI accelerators, memory and edge processors well before widespread commercial deployment begins, according to Barclays analysts mapping more than 100 companies across the emerging value chain.

AMD just made bold move to challenge Nvidia
TheStreet45d agoneutral
AMD just made bold move to challenge Nvidia

Advanced Micro Devices (AMD) has spent 2026 proving it can compete with Nvidia in the artificial intelligence race. Its stock has more than doubled this year, and its data center business is growing fast. Now AMD is trying something different. The company just bought a small Toronto startup ...

Nvidia to invest up to $3 billion in Lancium, the Information reports
Reuters46d agoneutral
Nvidia to invest up to $3 billion in Lancium, the Information reports

Nvidia will invest ‌up to $3 billion in ​Blackstone backed power infrastructure developer Lancium, the company behind Stargate, ‌the Information ⁠reported on Friday. Nvidia will get a ⁠20% stake in Lancium for ​the first $2 ​billion ​investment, and its ‌stake could grow to an additional $1 billion if Lancium hits certain thresholds, the ‌report said, citing ​people ​familiar ​with the matter. Nvidia ‌and Lancium did ​not ​immediately respond to Reuters requests for ​comment.

Nvidia Earnings: Turn A $265 Profit Trading Around The AI Chipmaker's Report
Investor's Business Daily46d agoneutral
Nvidia Earnings: Turn A $265 Profit Trading Around The AI Chipmaker's Report

Nvidia is set to report second-quarter earnings on Aug. 26 after the market close, and the options market is pricing in an 8.8% move in either direction. The goal is to either have the put expire worthless and keep the premium, or to take assignment and acquire the stock below the current price. Importantly, anyone selling puts must understand that they may be assigned 100 shares at the strike price.

Silvaco Group Q2 Earnings Call Highlights
MarketBeat46d agoneutral
Silvaco Group Q2 Earnings Call Highlights

Silvaco Group (NASDAQ:SVCO) reported second-quarter fiscal 2026 revenue growth of 48% year over year and returned to non-GAAP operating profitability, as the semiconductor software company highlighted expanding intellectual property sales, cost reductions and new partnerships focused on AI-enabled m