Nvidia Corp. is turning former rival Groq into a customer, with Groq announcing Wednesday it will put Nvidia systems in its data centers, allowing GroqCloud customers to access Nvidia technology along…
Meta CEO Mark Zuckerberg published a 6,500-word essay on Monday outlining the company's AI vision, championing open-weight AI and announcing a $1 billion fund for communities hosting Meta data centers…
D.A. Davidson Head of Technology Research Gil Luria said Palantir Technologies (PLTR) is the 'best' publicly traded technology company, citing its strong second-quarter results and leadership in artif…
Palantir Technologies Inc. (PLTR) stock rose more than 2% in premarket trading on Monday ahead of its fiscal Q2 earnings report, as investors focus on commercial agreements and overseas contract renew…
Microsoft's AI-driven earnings surge contrasted with Meta's slump, signaling a potential shift in the AI trade narrative, according to D.A. Davidson's Head of Technology Research Gil Luria. Meanwhile,…
D.A. Davidson analyst Gil Luria told Yahoo Finance that Microsoft is a top AI stock because its multi-year access to OpenAI's technology and the rise of open-source models make owning a proprietary fr…
Alphabet, Microsoft, Amazon, Meta, and Oracle have $1.65 trillion in off-balance-sheet debt tied to AI infrastructure, up eightfold in four years and exceeding their $1.35 trillion in reported debt, a…
Memory stocks like SK Hynix, Sandisk, and Micron Technology trade at price-to-earnings multiples in the bottom 20% of the S&P 500 as of June 30, 2026, despite surging demand from AI data centers. SK H…
Enterprise customers are tightening AI spending and shifting toward efficiency, potentially slowing revenue growth for OpenAI and Anthropic. Lindy moved 100% of its traffic from Anthropic's Claude to …
Nvidia's gross profit margins are projected to remain above 70% through 2030, according to DA Davidson analyst Gil Luria, as hyperscalers like Google and Amazon have few alternatives to the company's …