ASML Holding became the first European company to reach a $700 billion market valuation this month, driven by surging demand for its extreme ultraviolet lithography machines that are essential for man…
Moonshot AI launched Kimi K3, a 2.8-trillion-parameter open-weight model, on Thursday, ranking alongside Claude Fable 5 and GPT-5.6 Sol on the Artificial Analysis Intelligence Index with a score of 57…
Bernstein analyst Gautam Chhugani warns that headline return figures for bitcoin miners pivoting into AI colocation can be misleading, citing Core Scientific's 12-year, $10 billion deal with CoreWeave…
Goldman Sachs raised AMD's price target to $640, citing surging demand for AI chips driven by agentic AI systems. AMD stock has gained over 100% year-to-date as analysts project sold-out capacity and …
Bernstein reports that clearing the 338 GW pipeline of planned data center projects now takes an estimated 12 years, up from 10 years a month ago, due to grid interconnection delays. Bitcoin miners wi…
Bernstein raised its price target for ASML to $2,623, implying 48% upside, despite the stock more than doubling in the past year. The Dutch semiconductor equipment maker is Europe's most valuable comp…
Nvidia's AI chip sales in China have stalled due to U.S. export controls and a shift toward domestic chips, with Huawei now matching Nvidia's market share and expected to surpass it. CEO Jensen Huang …
Citizens Financial Group initiated coverage of MARA Holdings with a Market Outperform rating and a $24 price target, implying 63% upside. The bullish call is based on MARA's pivot from Bitcoin mining …
Bernstein raised its price target on Advanced Micro Devices (AMD) to $600 from $525, citing strong momentum in the AI chip market. Analyst Stacy Rasgon maintained an Outperform rating, projecting fisc…
Blackstone-backed data center operator AirTrunk announced Thursday it will invest $30 billion in India by 2030 to develop 5 gigawatts of new data center capacity, one of the largest commitments to the…
Bernstein initiated coverage of TeraWulf and Cipher Mining with Outperform ratings and price targets of $36 and $32, respectively, citing the companies' transition from Bitcoin miners to "power landlo…
Bernstein and Bank of America reiterated bullish ratings on Taiwan Semiconductor Manufacturing Company (TSM), citing the chipmaker's leadership in advanced nodes and artificial intelligence. The analy…