NuScale Power Corp. (NYSE:SMR) shares fell 7% to $9.15 on Wednesday despite the company deploying nuclear-specific AI tools, while Oklo Inc. (NYSE:OKLO) dropped 6% to $41.58 and Uranium Energy Corp. (…
Bank of America Securities semiconductor analyst Vivek Arya said on CNBC that Nvidia Corp. could generate $1 billion in free cash flow every weekday by this time next year, and that the stock is 30-50…
BMO Financial Group Chief AI and Quantum Officer Kristin Milchanowski said on CNBC's Squawk on the Street that she hopes 2027 brings a shift away from AI use cases toward scalability and business valu…
Microsoft Corp. (NASDAQ: MSFT) closed its biggest fiscal year with annual revenue of $331 billion, up 18%, and Azure revenue surpassing $100 billion, up 41%, yet shares trade at $491.71, up just 2.32%…
Lumentum Holdings (NASDAQ:LITE) stock rose 4% to $918.10 midday Wednesday, extending a second consecutive session of gains without any fresh company news, while the broader chip complex lagged. The iS…
SK hynix Inc. published a co-packaged-optics roadmap in Nature Electronics on August 20, describing an AI architecture where optical links directly connect processor and memory pools, expanding the po…
The KraneShares Global Humanoid Robotics and Physical AI Index ETF (KOID) has outperformed the Roundhill Humanoid Robotics ETF (HUMN) by roughly 30 percentage points in 2026, with KOID up 41.8% year-t…
Amplify Investments' Amplify AI Powered Equity ETF (NYSEARCA:AIEQ), the first fully AI-driven ETF, has gained 100.2% since its Oct. 17, 2017 inception, while the S&P 500 gained roughly 199.7% over the…
Micron Technology, Broadcom, and CoreWeave are positioned as the next big AI stock winners, with Micron up 219.19% year to date and targeting $1,200 per share, Broadcom targeting $450 with AI revenue …
Anthropic is reportedly telling investors its potential revenue could reach $30 trillion, roughly the size of U.S. GDP, according to The Wall Street Journal. The figure is a total addressable market e…
Taiwan Semiconductor Manufacturing (TSM) trades at $410.12, down 4.84% over the past week despite Q2 2026 revenue of $40.20 billion (up 36.05% year over year) and gross margin of 67.7%, with Wall Stre…
Seagate Technology (NASDAQ:STX) is positioned as a major AI infrastructure winner, with fiscal 2026 revenue up 34.06% to a record and free cash flow of $3.105 billion, driven by hyperscaler demand for…
The VanEck Uranium and Nuclear ETF (NYSEARCA:NLR) offers a resilient AI growth investment by focusing on nuclear power and uranium miners, which are essential for data center electricity demand and ge…
Rezolve AI (NASDAQ:RZLV) shares fell 4% to $2.84 on Wednesday as investors took profits after a 22% rally to $2.96 on Tuesday, following the company's announcement that Alphabet's (NASDAQ:GOOGL) Googl…
Dell Technologies (NYSE: DELL) shares, trading at $451.50, could reach $600 by 2027 if the company's AI server backlog converts into earnings, according to a 24/7 Wall St. analysis. The stock is up 26…
SpaceX announced plans to invest at least $100 billion in Starbase Louisiana, a 125,000-acre launch complex in Vermilion Parish, with construction starting in 2027 and first launch targeted for 2029. …
Arista Networks (NYSE:ANET) and Broadcom (NASDAQ:AVGO) are dominating the AI networking niche, with Arista's Q2 FY26 revenue reaching just over $3 billion (up 37.7% year over year) and Broadcom's Q2 F…
OpenAI announced its first in-house AI accelerator, codenamed Jalapeño, claiming it outperforms Nvidia's Blackwell-generation systems on inference, delivering 1.5x to 1.9x more AI work at peak through…
The Defiance Quantum ETF (NYSEARCA:QTUM) is up 40.5% year to date in 2026, outperforming the S&P 500's 14.1%, with assets crossing roughly $6 billion. Despite the temptation to swap QTUM for pure-play…
ServiceNow Inc. (NYSE:NOW) shares have risen 29% over the past month to $127.23, outpacing the iShares Expanded Tech-Software Sector ETF (NASDAQ:IGV), which gained 16% to $101.80, after the company re…