These two big oil giants go head-to-head.
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These two big oil giants go head-to-head.
FEATURE Cerebras Systems was falling early Friday after recording huge gains on its first day of trading. Investors might want to think twice before backing the chip company at current levels. Cerebras shares were down 2.
Argentum AI has signed a deal worth around $2.5 billion with cloud gaming firm Boosteroid and real estate company DL Invest Group for a 300-megawatt data center in Europe, the artificial intelligence infrastructure provider told Reuters on Friday. Under the deal, Argentum said it will deploy graphics processing unit infrastructure in a data center, with the company expected to use tens of thousands of next-generation GPUs, including Nvidia's Blackwell systems in the future. The deal will be one of the largest independent AI infrastructure projects in the region. It comes as the tech industry rushes to secure compute capacity to meet soaring demand, leading to the emergence of independent infrastructure providers such as Argentum.
By Lewis Krauskopf NEW YORK, May 15 (Reuters) - Two themes critical to the U.S. stock market -- the artificial intelligence boom and inflation-pressured consumer spending -- will come under the

SPAN.IO CEO Arch Rao sits down with Asking for a Trend Anchor Josh Lipton how much it will cost American homeowners to install AI data center into their homes — powered by unused energy from the grid — highlighting the benefits and biggest challenges of scale around this endeavor.
By Laurie Chen and Casey Hall BEIJING/SHANGHAI, May 15 (Reuters) - With red-carpet treatment, selfies and culinary diplomacy, America's richest and most powerful executives - from Tesla's Elon Musk to
Investing.com -- Global semiconductor stocks fell Friday, dragged lower by a sharp selloff in South Korean equities and mounting geopolitical uncertainty as U.S.-Iran talks showed no signs of progress.
Most Wall Street analysts view Meta Platforms and Shopify as deeply undervalued.
Recent trends in the artificial intelligence space point to a strong upcoming report from Nvidia.
Nvidia stock is finally breaking out in a big way. It has recorded seven consecutive days of gains, rising 20% over the period, although the stock was down 1% in premarket trading Friday. UBS analyst Timothy Arcuri raised his target price on Nvidia to $275 from $245 in a research note previewing the report, maintaining a Buy rating.
AMD and Broadcom could outperform Nvidia in the coming years.
Space stocks have been rallying since news of SpaceX's IPO dropped in March. Which of these two stocks is worth a look while you wait for SpaceX to go public?
IREN is accelerating its AI infrastructure push with NVIDIA partnerships, secured power capacity and a $10 billion revenue backlog.
Wendy's signed an agreement to open up to 1,000 locations in China over the next decade.
MU and SNDK are surging as AI-driven demand for HBM, DRAM and SSD storage tightens supply across the memory market.
Joby and Archer are neck and neck. But one looks like a clear winner.
By Stella Qiu SYDNEY, May 15 (Reuters) - Asian shares dived on Friday as investor euphoria over tech stocks gave way to inflation fears that saw Treasury yields spike to one-year highs and rising bets
The market's rediscovery of Teva Pharmaceuticals remains ongoing.
A look at the day ahead in European and global markets from Stella Qiu Is the penny finally dropping for investors in stocks?
Demand for the AI chipmaker's debut was more than 20 times oversubscribed. But history offers some sobering context for what could come next.
STOCKS Asian stocks started the day broadly lower, despite a positive lead from Wall Street overnight and a constructive tone from the meeting between President Trump and Chinese leader Xi Jinping. As the U.
Some investors believe the market's extraordinary run can continue, while others recommend investors move into cash.
(Bloomberg) -- President Donald Trump’s latest financial disclosures show that he made a slew of stock and bond purchases with major American companies in the first quarter of the year totaling in the tens of millions of dollars and possibly more. Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That Chi
The stock is rising at it gets closer to earnings.
By Stella Qiu SYDNEY, May 15 (Reuters) - Asian shares came under pressure on Friday as investor euphoria over tech stocks gave way to inflation fears that saw Treasury yields spike to one-year highs
Value investors don't have to be left out of the AI Revolution. These companies have cheap valuations.
Lumentum Holdings (NasdaqGS:LITE) has reported a surge in demand for AI-focused optical components, supported by multi-year purchase agreements tied to next-generation data center buildouts. The company plans to expand manufacturing capacity after indicating its optical capacity is effectively sold out through 2028. NVIDIA has announced a $2b investment in Lumentum, reinforcing their partnership around critical AI optical infrastructure. These developments come as industry-wide optical...
Huang joining Trump's Beijing trip lifted hopes for wider Nvidia H200 chip access for Chinese AI firms.