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Morning Brief Host Julie Hyman welcomes Defiance ETFs CIO Sylvia Jablonski and Yahoo Finance Senior Business Reporter Ines Ferre to the show to break down Nvidia (NVDA)’s circular financing, the cyclical nature of the semiconductor industry, and whether massive AI capex spending can continue to fuel the chip rally.

Jim Cramer took a hard pass on one buzzy photonics name while steering investors toward two stocks already hauling in NVIDIA investment and posting triple-digit gains. Find out which companies made his short list and why their order books tell a very different story.

Ideal Power Inc (NASDAQ:IPWR, FRA:5ILA) said it continued to advance commercial development of its B-TRAN bidirectional semiconductor switch technology in the second quarter, including work with a lead Asian customer and an industry partner on prototypes tied to Nvidia's Rubin Ultra 800V DC data...

American households just posted their first debt decline in six years, and economists are calling it a warning sign rather than a milestone. The real numbers buried inside the Federal Reserve's latest report paint a picture that should worry anyone watching the consumer economy.

IREN co-founder and co-CEO Daniel Roberts said that IREN looks forward to “building on this momentum with Microsoft” as the remaining Horizon deployments come online.

IREN Limited (NASDAQ:IREN) shares gained 6% on Thursday morning after the company completed delivery of its Horizon 1 AI infrastructure deployment to Microsoft and secured NVIDIA Exemplar Cloud status for its GB300 NVL72 installation. The milestones mark further progress in IREN’s large-scale AI Cloud expansion strategy and its five-year agreement with Microsoft.

Vantage Data Centers (AMEX:VNTG) and Nebius (NASDAQ:NBIS) have agreed to deploy Nvidia-powered artificial intelligence infrastructure at Vantage’s CWL1 data centre campus in Newport, Wales, expanding the region’s role in the UK’s growing AI infrastructure market. The agreement represents the first announced commercial capacity commitment within the South Wales AI Growth Zone.

Cerebras stock fell on Thursday after the chip maker's latest quarterly results failed to impress investors.

The market is worried about what's happening next. Should you be, too?

With an investment in Alphabet, you get both an established AI player and exposure to Anthropic.

Jensen Huang rarely sounds rattled, but a recent exchange caught analysts off guard and revealed just how much one strategic shift by China's DeepSeek could reshape the entire foundation of American AI dominance.

SpaceX just pledged its AI chip loyalty to Nvidia, leaving AMD on the outside looking in. Whether Lisa Su has a smart counter-move or just a shrinking customer list depends on what happens next.

This massive buyback comes amid surging usage of Salesforce's AI products.

The company has partnerships with two large defense and aerospace companies.

The right investment can build life-changing wealth over time.

Cerebras Systems slumped over 18% premarket on Thursday after it missed key estimates despite soaring cloud revenue, raising ‌doubts about the ability of its AI chips to challenge Nvidia. Expectations ‌were high for AI-linked companies including Cerebras and networking equipment maker Cisco, given the strong ​run-up in shares driven by Big Tech's ballooning spending, set to cross more than $740 billion for this year. Here are some details: • Cerebras, in its second earnings report as a public company, offered a mixed picture as it ‌increasingly derived revenue from cloud ⁠computing rather than its AI chips.

Investing.com -- Bank of America raised its forecast for the server CPU market, saying the rise of AI agents is expanding the opportunity for central processing units in data centers.

Billionaire hedge fund manager David Tepper just made his single biggest portfolio bet, and it bypasses the obvious AI chip play entirely. The stock he chose tells you exactly how he expects the AI infrastructure cycle to pay off.

Two AI infrastructure stocks both erupted on earnings day, but the businesses behind those moves share almost nothing in common. Picking the right one means understanding which trade-off you can actually live with.

Wall Street analysts made bold moves Thursday, slashing targets on some names while dramatically upgrading others, and the gap between winners and losers tells a story about where smart money is quietly repositioning ahead of the next market move.

External factors have been weighing on Sandisk stock lately, but the memory specialist can still step on the gas.

SpaceX's post-earnings collapse wiped out a fortune most billionaires never accumulate, and then the rebound did something almost no one expected in the days that followed.

Upstart stock is down almost 35% this year, but investors might be too pessimistic.

Decart AI specialises in creating world models, which are simulations designed to mirror the physical world.

While federal funds rate reductions this year were once viewed as a lock, how the Fed will manage its benchmark interest rate from here is now anyone's guess.

Bitcoin might be risky and speculative. But it could also be a surprisingly good hedge against downside risk.

Agentic AI is quietly multiplying compute demands at a scale most investors have not priced in, and one company sits at the only viable toll booth on that road. Here is why the buy button keeps getting pressed.

When grocery bills and utility payments arrive monthly but your dividends do not, the timing gap quietly erodes retirement income. These five stocks close that gap while navigating rising interest costs, REIT transitions, and a Fed that could move again before year end.

NVIDIA, Broadcom, and Marvell each report within days of each other this August, and what they say about the second half of the year could either extend the AI infrastructure boom or stop it cold.

Those who bet against Apple often lose in the long run.