Goldman Sachs projects DRAM undersupply of 5.0% in 2026 and 5.9% in 2027, the tightest since 2017, driven by AI server demand. Micron Technology reported fiscal Q3 2026 revenue of $41.46 billion and n…
The Investing for Beginners Podcast co-hosts Andrew Sather and Stephen Morris ranked five AI stocks by margin of safety, favoring structural chokepoints in the semiconductor and infrastructure tiers o…
Micron Technology (NASDAQ:MU) trades at $910.43, up 674.9% over the past year, with 24/7 Wall St. setting a 12-month price target of $954.59 (4.85% upside) and a HOLD recommendation at 90% confidence …
OpenAI CEO Sam Altman admitted in a podcast that AI adoption is still at the 'palm pilot stage,' saying 'We've not had the iPhone moment' and that the economy's inertia means 'we've all been too ambit…
NVIDIA Corp. reports Q2 FY27 earnings on August 26, with CEO Jensen Huang guiding to $91 billion in revenue, plus or minus 2%, after Q1 Data Center revenue hit $75.246 billion, up 92% year over year. …
Salesforce Inc. (NYSE:CRM) shares have risen 27.74% over the past month and 9.47% in the past week but remain down 20.67% year to date from a start price of $263.53, as the company's agentic AI thesis…
Broadcom Inc. and Micron Technology Inc. reported blockbuster quarterly results driven by the shift from AI training to inference and agentic workloads, with Broadcom's fiscal Q2 revenue reaching $22.…
Cerebras Systems reported Q1 FY27 core revenue of $209.87 million, up 103% year over year, while NVIDIA reported $81.61 billion in quarterly revenue with Data Center revenue of $75.246 billion, up 92%…
Alibaba's $10.2 billion share placement was nearly three times oversubscribed, with orders reaching roughly $28 billion, as sovereign wealth funds and long-only institutions took more than 40% of the …
Gorilla Technology Group shares fell 11% to $14.06 on Tuesday despite the company reporting first-half 2026 revenue of $78.4 million, up 99% year over year, and raising its full-year 2026 revenue outl…
Nvidia reported Q1 FY2027 revenue of $81.61 billion, with data center revenue up 92% to $75.25 billion, while AMD reported Q2 2026 revenue of $11.54 billion, with data center revenue up 107% to $6.72 …
Cerebras Systems (NASDAQ:CBRS) trades at $185.43, 40.39% below its May high of $311.07, after Q2 2026 revenue of $180.11 million missed the $193.55 million estimate and GAAP EPS of -2.98 fell short of…
Bloom Energy (NYSE:BE) trades at $204.02, down 42% from its 52-week high of $351.28, despite Evercore ISI analyst Nicholas Amicucci maintaining a Street-high price target of $350.00, implying 71.5% up…
SoundHound AI reported $61.9 million in Q2 2026 revenue, up 45% year-over-year, with GAAP gross margin expanding from 39.0% to 45.1%, while QuantumScape reported no GAAP revenue but $10.8 million in c…
NVIDIA (NASDAQ: NVDA) and Meta Platforms (NASDAQ: META) are expected by Wall Street to lead the Magnificent Seven into Q3, with NVIDIA's Q1 FY27 revenue hitting $82 billion (up 85% year over year) on …
Oracle, Alphabet, and Amazon are positioned to benefit from accelerating cloud revenue growth tied to the AI infrastructure buildout, according to 247wallst.com. Oracle reported Q4 FY2026 EPS of $2.11…
Navitas Semiconductor (NASDAQ:NVTS), Alpha and Omega Semiconductor (NASDAQ:AOSL), and Wolfspeed (NYSE:WOLF) are three chip stocks under $50 with AI data-center exposure, according to a 24/7 Wall St. a…
A periodic transaction report filed with the House Clerk on Aug. 21, 2026 disclosed that Nancy Pelosi's household, through her spouse Paul Pelosi, purchased up to $12 million in Bloom Energy (NYSE:BE)…
The Renaissance IPO ETF (NYSEARCA:IPO), which tracks the largest US-listed IPOs from the past three years, is positioned to gain exposure to the 2026 IPO class, including SpaceX's June listing that ra…
The Roundhill Memory ETF (CBOE:DRAM), launched April 2, 2026, has become the fastest asset gatherer in ETF history, crossing $25 billion in assets in roughly four months, but its 73% concentration in …