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Thinking Machines Lab Seeks $40B Valuation as Nvidia Extends Its Capital Allocator Role Into Model-Space 🔗

Thinking Machines Lab, the AI startup founded by former OpenAI CTO Mira Murati, is in talks to raise between $5 billion and $6 billion at a pre-money ...

Elon Musk Committed SpaceX to Building "Exclusively on Nvidia." Here's What That Locks In for SpaceX's Compute Bill. 🔗

The commitment covers the company's largest capital outlay, and now there is no second bidder for it.

Marvell Stock Had A Huge Year And Still Sits Well Below Its High 🔗

Marvell Technology (MRVL) stock returned 235.9% over the past year, climbing from $62.18 to $208.83. The company kept raising what it expects to sell,...

AMD’s Data Center Revenue and EPS to Double by 2027 — With Shares Down 19%, It’s a Buy 🔗

Strong demand for AMD’s AI accelerators and server CPUs, combined with an improving product mix, positions it to deliver solid growth.

How Far AMD Stock Can Swing In Its Calm Case 🔗

Advanced Micro Devices (AMD) trades at about $456.16, and its option chain has already put numbers on how far the stock can travel from here. Over rou...

OpenAI Has Launched GPT-6 Astra. These Stocks Will Benefit. 🔗

Move over Anthropic, OpenAI is back to take the artificial-intelligence crown. At least that’s the ChatGPT developer’s claim with the launch of a...

Intel Climbs 4%, AMD Rises 3%, NVIDIA Ticks Up as Chip Stocks Shrug Off Rising Rate Hike Odds 🔗

A blowout jobs report pushed September rate hike odds past 60%, which should have hammered high-multiple chip stocks. Instead, the semiconductor compl...

Silicon Motion Surges 186% in Past Year: Reason to Buy the Stock? 🔗

SIMO's 186.1% surge reflects strength in NAND controllers, expanding customer ties, product innovation and growth across AI, cloud and autos.

Cathie Wood Just Bought 705,102 Shares of a Rocket Company 50 Times Smaller Than SpaceX 🔗

ARK Invest just loaded up on a rocket company trading at a fraction of SpaceX's valuation, and the timing raises a pointed question about whether...

Intel Witnesses an Uptrend in Estimate Revisions: Is it Worth Buying? 🔗

INTC's estimate revisions point higher as AI demand, manufacturing gains and expanding custom silicon offset supply and competition risks.

QCOM Showered Owners With Cash. The Stock Still Lagged The Market 🔗

The chipmaker showered its owners with cash while the stock price went nowhere fast, raising a sharp question about what all that money actually bough...

Cathie Wood Cuts AMD and Puts $53 Million Into Nvidia 🔗

ARK Invest shifted its semiconductor exposure after Nvidia's latest earnings, selling about $72.8 million of AMD while adding to Nvidia.

SMCI Rises 29% Year to Date: Time to Buy, Sell or Hold the Stock? 🔗

Super Micro Computer gains 29% YTD as record backlog, AI partnerships and rising shipments fuel growth, while improving margins add to its appeal.

Cramer Says Nvidia Spent $13 Billion to Make Sure You Never Buy a Rival’s Chip 🔗

Jim Cramer called it both offensive and defensive, but the two halves of the Hugging Face deal are not equally interesting, and the one that actually ...

Here’s the Real Reason Nvidia Is Buying Hugging Face 🔗

Nvidia stock rose after it announced a $12.9 billion deal for Hugging Face. This is what's behind the move.

AMD: Paying Up For A Ramp That's Already Been Outlined 🔗

Advanced Micro Devices is a Buy, driven by robust data center growth, AI partnerships, and management outlook. Read more on AMD stock here.

ORCL Eyes Breakout as AMD and Intel Test Key Support 🔗

Oracle is challenging resistance near $156.35, while AMD sits at a major inflection point around $450. Intel is also searching for a base near $87 as ...

If You Recognize What This Number Means Then You Are Likely An NVIDIA Bull 🔗

One number buried in NVIDIA's latest earnings report tells you everything about whether this company has real pricing power or just a lucky strea...

Nasdaq Futures Climb as Chipmakers Provide a Boost Ahead of Key U.S. Jobs Report 🔗

September Nasdaq 100 E-Mini futures (NQU26) are up +0.51% this morning, led by advances in chip and other AI-linked shares, while investors await the ...

Taiwan Semiconductor Scrambles to Feed the AI Boom 🔗

Taiwan Semiconductor (TSM) scales up equipment buys amid tight capacity. Get the full stock analysis, ETF exposure, and outlook.

Asian benchmarks mostly rise after tech stocks lead rally on Wall Street 🔗

Asian shares were mostly higher in early Friday trading, as regional market sentiment got a boost from the rally on Wall Street, mostly from big techn...

Nvidia Just Delivered a Massive Warning to AMD and Intel Stock Investors 🔗

Nvidia's server CPU business is going to multiply over the next couple of years.

Should You Buy Marvell Stock Because Its Operating Margin Keeps Widening? 🔗

Marvell Technology (MRVL) lifted its revenue outlook for fiscal 2027 and fiscal 2028 in its late-August report. The stock, at about $206, is up more t...

Why Is AMD (AMD) Becoming More Important In Secure AI Infrastructure? 🔗

Advanced Micro Devices (NasdaqGS:AMD) has taken a larger role in secure AI infrastructure through its contributions to the Linux Foundation TRACE proj...

AMD (AMD) Stock May Be 24% Undervalued On Saudi AI Expansion 🔗

Advanced Micro Devices has delivered a very large 5-year gain, yet its current valuation signals are split, with the Discounted Cash Flow (DCF) intrin...

Cathie Wood Sold About $72.8 Million of AMD and Bought About $53 Million of Nvidia. What Changed? 🔗

Cathie Wood appears to have made a sharp choice inside the same AI trade. ARK Invest’s August 28 transaction disclosure showed sales of 156,286 shar...

Do You Still Own The NVIDIA You Bought? 🔗

NVIDIA (NVDA) has been an easy stock to hold. The shares trade near $224, up about 32% over the past year and comfortably ahead of the S&P 500. Th...

What Happens To Qualcomm Stock If The New Revenue Earns Less? 🔗

Qualcomm (QCOM) is down 32% over the past three months, and the cause is not a mystery. The smartphone market has contracted as memory prices climbed,...

Could a $10,000 Investment in AMD Double by the End of 2028? 🔗

The chipmaker just posted a great quarter, but a lot of its expected success is already priced into the stock.

Nvidia Is Paying $14 Billion for a Company That Gives Its Best Work Away for Free 🔗

Nvidia is reportedly spending billions to acquire a platform that built its reputation by giving everything away for free, and the biggest threat this...

Nvidia to buy developer platform Hugging Face in $12.9bn deal 🔗

Semi-conductor giant bets that support for open AI models could offset potential slowdown in demand for chips

ASUS Advances AI Factories with Integrated Infrastructure and Operational Governance 🔗

At ASUS AI Tech 2026, ASUS today redefined AI infrastructure from systems that run AI to platforms that build and operate AI factories. Working with N...

ASUS Expands AI Infrastructure Ecosystem from Cloud to Edge 🔗

At ASUS AI Tech 2026, ASUS today announced the expansion of its AI infrastructure ecosystem through strategic collaborations with Intel®, AMD, and a ...

This One Metric Is Why I’m Going to Keep Buying Nvidia Hand-Over-Fist 🔗

One stubborn number buried in Nvidia's latest earnings report signals something that almost never survives at hardware scale, and it is the reaso...

Why Is Advanced Micro (AMD) Down 5.2% Since Last Earnings Report? 🔗

Advanced Micro (AMD) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Better AI Infrastructure Stock: Nvidia vs. AMD 🔗

Semiconductor stocks have soared as the AI build-out marches on.

Broadcom Falls 6% as Soft Guidance Overshadows 221% AI Revenue Surge; NVIDIA Inches Higher, AMD Slips 🔗

Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same r...

The Zacks Analyst Blog Highlights AMD, Costco, AstraZeneca, Peoples Bancorp of North Carolina and Spruce Power 🔗

AMD, Costco and AstraZeneca headline Zacks' latest research, with AI demand, membership strength and new drugs shaping their outlooks.

Memory Costs Rise: Can NVIDIA Protect Its 70%+ Gross Margin? 🔗

NVDA's rising memory costs may pressure margins, but pricing power, Blackwell demand and supplier ties could keep profitability above 70%.

Want to Know if AMD is Gaining on Nvidia? Look Here. 🔗

AMD just posted its best data center growth in years while Nvidia guided margins lower, and one number buried in both earnings calls reveals whether t...

AMD is Quietly Eating Intel’s Lunch 🔗

AMD and Intel both posted blockbuster data center quarters, but one company is bleeding billions from its own factories while the other signs gigawatt...

Artisan Trimmed AMD (AMD) After Its AI-Driven Surge 🔗

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strat...

Nvidia Confirms $12.9B Hugging Face Deal as Huang Lauds 'Growth Driver' 🔗

Nvidia confirms its $12.9B Hugging Face acquisition as Jensen Huang says the deal will help scale open-source AI even faster.

Broadcom: The Market Is Overreacting Again, And Now There's A Path To $30 In EPS 🔗

Broadcom delivered record Q3 results, with AI semiconductor revenue up 221% YoY and total revenue up 86% YoY, beating estimates. Click for more on AVG...

Something Is Wrong With AMD 🔗

Advanced Micro Devices has consistently underperformed broader markets and its semiconductor peers in the past month. Read more on AMD stock here.

Jensen Huang Says AI Is a 'Five-Layer Cake.' Nvidia Is Just One Slice 🔗

Jensen Huang's "five-layer cake" AI framework reveals how companies beyond Nvidia could benefit from the next phase of AI inve...

Prediction: Nvidia Stock Will Outperform AMD Through 2028 🔗

AMD's stock is quite pricey compared to Nvidia's.

Why Is Broadcom Stock Falling Thursday? 🔗

Broadcom (AVGO) stock drops over 3% premarket as soft Q4 revenue guidance overshadows strong Q3 earnings and solid AI sales.

2 Growth Stocks to Stash and 1 Facing Headwinds 🔗

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in ...

Billionaire has bold take on 'hot money' rotation 🔗

Billionaire entrepreneur addresses the recent rotation of “hot money” in the market.

Stanley Druckenmiller Increased Amazon More Than 10-Fold and Opened an AMD Position. What’s the Common Bet? 🔗

Billionaire Stanley Druckenmiller made two very different-looking AI purchases in the second quarter that share one underlying thesis. Duquesne Family...

Top Stock Reports for AMD, Costco & AstraZeneca 🔗

AMD, Costco and AstraZeneca headline today's stock reports, with AI demand, membership growth and drug pipelines shaping their outlooks.

The Real Price of Marvell Stock's Growth 🔗

If you hold Marvell Technology (MRVL) stock, you’ve seen its price fluctuate. The company is posting strong growth, raising its revenue outlook for ...

Jensen Huang Says the $3.5 Billion MediaTek Deal Is Not Circular. The Decade Long Roadmap Is the Real Tell. 🔗

Jensen Huang calls NVIDIA's $3.5 billion MediaTek investment anything but circular, but the ten-year horizon buried in his explanation points to ...

Advanced Micro Devices (AMD) Dropped, So What Is Driving Attention Now? 🔗

Advanced Micro Devices (AMD) stock is back in focus after the company and partners Cisco and HUMAIN outlined plans to deploy up to 250 MW of AI infras...

Can AMD's Saudi AI Buildout Challenge NVIDIA and Broadcom? 🔗

AMD is scaling its Saudi AI push with HUMAIN, targeting 250 MW from 2027 and up to 1 GW by 2030 as it challenges NVIDIA and Broadcom.

Prediction: AMD Will Join the $2 Trillion Club in 2030 Amid Historic Growth in This Market 🔗

The terrific growth opportunity in server CPUs will help AMD stock become a multibagger.

How Equinix has found a niche in the multitrillion-dollar AI data center boom 🔗

Nvidia announced a new data center deal with Equinix and Together AI on Wednesday to help enterprise customers with open-model inference.

Prediction: Intel Stock Could Have a Major Catalyst Ahead 🔗

Intel has staged one of the most dramatic reversals in semiconductor history, but the real question is whether the forces driving its comeback can hol...

Anthropic Just Committed $35 Billion to Compute It Has Not Raised the Money For 🔗

Anthropic just signed a $35 billion computing obligation against money it has not yet raised, and the analyst watching the deal says an IPO is the onl...

Beyond The Cloud Giants: What Could Power NVIDIA Stock From Here? 🔗

The market is obsessed with a handful of hyperscalers, but the real story might be the thousands of customers you've never heard of.

MiniMax Co-Founder Reveals 280% Revenue Growth on Slower R&D Spending: What It Means for the AI Infrastructure Trade 🔗

A Chinese AI lab nobody on Wall Street watches just reported revenue growing at more than twice the pace of its research spending, and the implication...

HPE vs. AMD: Which Stock Is the Better Value Option? 🔗

HPE vs. AMD: Which Stock Is the Better Value Option?

Cramer Says Nvidia at 23 Times Earnings Needs a Half Trillion Dollar Buyback 🔗

Jim Cramer wants Nvidia to announce the largest share repurchase in corporate history, and his valuation argument is harder to dismiss than his collat...

AMD: Winning The Next Phase Of The AI Supercycle 🔗

Bullish on Advanced Micro Devices due to Helios rack-scale AI inference, hyperscaler deals & cost edge on Nvidia—plus China risks. Click for ...

Micron Stock Soars 685% in a Year: Is the Momentum Still Sustainable? 🔗

MU's 685% rally is backed by surging AI memory demand, sold-out 2026 HBM output, soaring profits and a valuation below the sector average.

Nvidia, AMD and SMCI Test Key Levels as Rates Stay High 🔗

Tech stocks are a little lackluster with higher rates in America. Nvidia is bouncing from $215, AMD remains above major support at $450, and SMCI cont...

Bet on These 3 AI ETFs to Beat the September Curse 🔗

AI ETFs offer diversified exposure to a booming industry, giving investors a way to navigate September volatility while staying invested in AI's ...

One Number Tells Me Nvidia Stock Could Go Much Higher 🔗

A single data point buried in Nvidia's latest earnings call flipped my read on where this stock is actually headed, and the market has not caught...

Nvidia: The Market Is Crazy Not To Push The Stock Higher 🔗

Nvidia Corporation beats earnings again and guides ~70% FY28 revenue growth. Click for this updated look at NVDA stock post earnings.

Tiger Global Cut Alphabet 45% and Opened an AMD Position. Is It Rotating From AI Platforms to AI Chips? 🔗

Tiger Global Management made a dramatic-looking second-quarter rotation within AI. Its August 14 filing showed the fund cutting Alphabet Inc. (NASDAQ:...

EXCLUSIVE: Top 12 Most-Searched Tickers in August on Benzinga Pro – SpaceX, Nebius Climb, Palantir Returns 🔗

A look at the most-searched stock tickers on Benzinga Pro for the month of August. The leaderboard saw Palantir back in the top 12.

AMD: The Next $1 Trillion Company 🔗

Advanced Micro Devices, Inc. delivered strong Q2 results with 50% revenue and 82% EPS growth, driven by data center strength. Read more on AMD stock h...

Iran Strikes Send Oil to $95 as Rate Fears Redden Wall Street, Dell's AI Server Blowout Steals the After-Hours 🔗

Renewed US strikes on Iran pushed crude 5% higher to $95 and drove the ten-year yield to 4.79%, dragging chips and megacap tech into the red. After th...

Credo Technology Group Q1 Earnings Call Highlights 🔗

Credo Technology Group (NASDAQ:CRDO) reported record fiscal first-quarter 2027 revenue of $479 million, up 10% sequentially and 115% from a year earli...

Stock Market Today, Sept. 1: Intel Falls on Chip Stock Pressure 🔗

On Sept. 1, 2026, higher Treasury yields weighed on Intel and peers, keeping focus on whether AI demand can offset valuation headwinds.

Cathie Wood Sells $15.6 Million of Tempus AI Stock After Merck-Moderna Trial Win, Ark Keeps Selling AMD Shares 🔗

Ark Invest sold $15.6 million of Tempus AI and $3.4 million of AMD on Tuesday, Sept. 1, 2026.

Broadcom Boosts VMware AI Push to Challenge Nutanix & Microsoft 🔗

AVGO's VMware AI push gains traction with VCF 9.1, while NTNX and MSFT intensify competition across enterprise AI and hybrid cloud.

NVIDIA’s MediaTek Bet Shows How It Plans to Defend Its AI Moat 🔗

NVIDIA is investing $3.5 billion in MediaTek and reviving the Rubin CPX chip program to defend against custom silicon rivals, backed by an $80 billion...

Prediction: This Stock Could Be the Next Big AI Winner 🔗

AMD has already doubled in 2026 while Lisa Su insists the AI buildout is barely getting started, but a sky-high valuation and tightening export contro...

AMD's Instinct Systems Are Now Live in Saudi Arabia -- Here's What the Next 250 Megawatts Are Worth to the Stock 🔗

The chips aren't just planned anymore. They're running and serving customers -- and an earlier agreement already puts a rough dollar figure ...

AMD: There's Little Upside Here 🔗

Advanced Micro Devices, Inc. stock is rated Hold with a $501 target after a 113% YTD rally. Click for more on AMD and see if it is right for you.

Can Qualcomm's Tie-Up With HUMAIN for AI PC Lift Its Shares? 🔗

QCOM expands its AI PC presence with HUMAIN's Horizon Ultra, powered by the Snapdragon X2 Elite platform.

AMD vs. Alphabet: One Stock Could Be the Surprise AI Winner 🔗

AMD has already surged triple digits this year while Alphabet trades at a bargain valuation despite exploding cloud growth, and choosing between them ...

Should NVIDIA Stock Be in Your Portfolio Post Solid Q2 Earnings? 🔗

NVDA's Q2 revenues double as Data Center demand surges, while strong Q3 guidance and Vera Rubin adoption support its long-term AI growth case.

Seagate's YTD Gains are Double the Industry: Is the Stock Still a Buy? 🔗

STX's AI-driven storage demand, HAMR advances and stronger cash flow fuel its rally, but elevated valuation and execution risks remain.

Cathie Wood Sold $26 Million of Palantir to Buy These Two Stocks 🔗

ARK shifted more than $50 million into Block and Rocket Lab while trimming several high-profile growth names.

Two U.S. tech giants power Saudi's AI vision 🔗

Customers are already using the new system. What’s coming in 2027 is far bigger.

Semiconductor Stocks Slide as Global Bond Selloff Lifts Yields: Intel Drops 3%, NVIDIA and AMD Slip 🔗

A global bond selloff sent long-term yields surging to levels not seen in over a year, and the chips sector is bearing the brunt as traders reprice th...

Aerospike Names Don Dama Chief Executive Officer to Lead the Next Generation of Enterprise Data and AI Infrastructure 🔗

As enterprises move AI from experimentation into real-time operations, Aerospike enters its next chapter, powering applications that reach more than 2...

Zacks Investment Ideas feature highlights: Dell, Nvidia, Hewlett Packard, Super Micro Computer and Lenovo 🔗

Dell heads into Q2 with surging AI server demand, rising EPS estimates and high expectations ahead of its earnings report.

Broadcom Has Floundered For Several Months: A Respected Wall Street Team Expects 80% Returns Ahead 🔗

Broadcom sits 25% below its peak while 44 Wall Street analysts line up behind a price target that towers above the current price, and one respected fi...

QUICK SPARK: This Startup Got AMD Chips to 80% of Nvidia's Speed at Half the Cost 🔗

Wafer raised $40 million to optimize AI inference on non-Nvidia chips, challenging one of Nvidia's biggest advantages: its software ecosystem.

Dow drops 363 points as bond yields surge on inflation fears 🔗

The S&P 500 and Nasdaq also fell Tuesday as oil prices climbed above $88 a barrel and global bond yields hit multiyear highs

What Is Cathie Wood Buying Now? Nvidia, SpaceX And Crypto Stocks Led ARK’s August Trades – While Cutting These Growth Stocks 🔗

Nvidia was ARK’s biggest August purchase, with roughly 548,000 shares added during the month.

Cerebras Systems shares are trading higher following its IPO debut. 🔗

SpaceX Stock Rockets 32% in August: Inside the Turnaround 🔗

SpaceX stock gains 32% in August. Here's a look back at the catalysts that contributed to the monthly gain.

Bull of the Day: Super Micro Computer (SMCI) 🔗

With regulatory uncertainties receding and multi-billion dollar hyperscaler spending continuing to ramp up, Super Micro Computer remains a strong buy ...

US bonds sell off as rising oil prices create inflation anxiety 🔗

Rising oil prices and persistent inflation fears pushed bond yields higher Tuesday, weighing down stocks on Wall Street. The weak start to September ...

AMD: Buy This Post-Earnings Pullback 🔗

AMD delivered 50.1% revenue growth to $11.54 billion while non-GAAP operating income surged 245%. Find out why AMD stock is a buy.

AMD vs. Nvidia: SpaceX and Tesla CEO Elon Musk Weighs In on His Top Pick 🔗

Nvidia's growth is faster than AMD's despite its size.

Ted Cruz Warns Beijing Is Using Bot Farms to Turn Americans Against Data Centers: 'China Wants to Control Us' 🔗

Cruz warns China is using 200,000 bot farms to push anti-data center propaganda and weaken U.S. AI infrastructure in a growing national security fight...

Cathie Wood Dumps $74 Million of AMD Stock After Explosive Earnings 🔗

Cathie Wood Pulls $74 Million From AMD as Data Center Sales Soar

Cathie Wood Drops $124 Million on AI Stocks, Dumps AMD 🔗

Ark is getting more selective inside the AI trade

NVDA Stock: Where Compounding Could Take The Price 🔗

This is no longer just a chip company; it is becoming the central bank for the AI revolution. NVIDIA is helping establish financing platforms to raise...

Here's What September Has Done to AMD Stock Over the Past 10 Years 🔗

Eight of the past 10 Septembers took the chip stock lower. The market's own September record explains only part of that.

Marvell's Hyperscaler Deal Lands In A Fiscal Year Management Will Not Size Yet 🔗

The programs the deal covers in the near term were already inside the targets management had published, and it is connectivity rather than custom sili...

AMD Expands Global AI Footprint With New Saudi Platform 🔗

Advanced Micro Devices Inc stock was little changed in Monday premarket trading as the chipmaker announced it was expanding its AI infrastructure foot...

Cathie Wood Dumps Palantir Shares Worth $26 Million, Bets on Bitcoin-Linked Block and USDC-Issuer Circle Amid Crypto Rally 🔗

Cathie Wood sold Palantir following its earnings beat, shifting capital into Block and Circle amid a broader Bitcoin and Ethereum rally.

JPMorgan Built a Version of JEPI Designed to Keep the IRS Waiting 🔗

JEPI's monthly income has made it a default choice for yield-hungry investors, but a quiet tax problem erodes those payouts for anyone holding sh...

The Biggest Risk To Cerebras Systems Stock Is Sitting Inside Its Backlog 🔗

The order book that makes Cerebras look de-risked came from a single deal, and the hyperscaler partnerships meant to broaden it are not yet producing ...

Is Broadcom (AVGO) Stock a Buy Before Its Q3 Earnings? 🔗

Broadcom is scheduled to report results for its fiscal third quarter after-market hours on Wednesday, September 2, with Wall Street looking for anothe...

VGT’s $58 Billion AI Chip Concentration Could Derail Your 2027 Returns 🔗

VGT carries 324 holdings, but a closer look at its semiconductor sleeve reveals a fund that behaves nothing like the diversified tech vehicle most inv...

AMD: Still Eating Intel's Lunch 🔗

Advanced Micro Devices, Inc. stock is cooling after a huge run. Click for why AMD's data center CPU dominance & upcoming EPYC Venice could dr...

Cisco and AMD Team With HUMAIN On Saudi AI Infrastructure 🔗

Cisco, AMD and HUMAIN have deployed operational AI infrastructure in Saudi Arabia, powered by AMD Instinct MI355X GPUs and Cisco Silicon One networkin...