Jim Cramer says Micron just delivered one of the best quarters in memory chip history, yet he still wants you out of the stock before Monday. The reason has nothing to do…
Jensen Huang has been placing bold bets on optical connectivity firms that could define the next chokepoint of the AI race, and a recent market pullback may have just handed investors a…
Corning’s (NYSE:GLW | GLW Price Prediction) 13.6% single-day drop is being looked at as a crack in the AI fiber thesis by many. The stock had gone parabolic, up 192.71% year-to-date heading…
Omor Ibne Ehsan Jim Cramer spent Monday night on Mad Money doing something television hosts rarely do on camera: calling himself an idiot. A viewer named Kyle phoned in about her Corning (NYSE:GLW | GLW…
Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep…
Live Updates BofA Bears 1:59pm ETBank of America is urging investors to take profits, warning that roughly 70% of its bear-market indicators have fired, a level the firm says has historically aligned…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has been on quite the investment spree in the past year, and while much of the AI bets and partnerships have begun to bear fruit after…
Although Wall Street has spent the past three years arguing about whether AI capex is a bubble, one figure from Nvidia CEO Jensen Huang makes it all pretty clear. A single 500-megawatt…
Bank of America has added FedEx (NYSE:FDX | FDX Price Prediction) to its “US 1 List,” a collection of its best investment ideas. The move, announced May 11, is a high-conviction symbolic…
The Fast Money panel on CNBC zeroed in on the question every AI investor is asking: How much longer can NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) keep printing? One panelist captured the…
The AI optics trade is taking a breather. Shares of Applied Optoelectronics (NASDAQ:AAOI) are down 14% in midday trading, while Coherent (NYSE:COHR | COHR Price Prediction) is off 10% and Lumentum (NASDAQ:LITE)…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shares are up by about 5% midday Wednesday, trading near $206 after the chip leader unveiled a $500 million strategic supply agreement with Corning (NYSE:GLW) focused…
Live Updates AI Deal 12:48pm ETAnthropic has struck a partnership with SpaceX that will give it full access to the Colossus 1 data center, adding over 300 megawatts of compute capacity before…
Tech futures are pointing to a strong open, with the Nasdaq Composite (^IXIC) leading the charge with a 1% increase on the heels of yesterday’s record-setting performance. Gains arrive on the back…
The S&P 500 (^GSPC) is set to extend a record run as crude tumbles and traders welcome signs the Iran conflict could be winding down. Stocks are soaring because the Strait of…
