Lisa Su Signals CPUs Will Match GPUs in AI's Next Phase
AMD CEO Lisa Su warned that AI workloads will push CPU demand higher, compressing the GPU-to-CPU ratio toward parity ...
Usb Vs Hardware Wallet For Cold Storage
This intro contrasts USB-based storage with hardware wallets for cold storage and highlights security trade-offs to help you decide.
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Iren Closes Billion Convertible Notes for AI Cloud Push
Iren has closed a $3 billion convertible notes sale at a 1% coupon, due 2033, to bankroll its AI cloud infrastructure...
Applied Optoelectronics Slumps 10% as AI Optics Rally Pauses
AI optics stocks pull back after a prolonged rally, with Applied Optoelectronics slumps 10% as LUMENTUM and Coherent ...
NVIDIA Gets Tepid Market Reaction, Boosts Share Rewards
NVIDIA guided higher-than-expected revenue for the coming quarter, but investors greeted the news with a muted respon...
Here's Navitas Semiconductor Soares: Nvidia Ties Drive Gains
Navitas Semiconductor is shifting from consumer power chips to high-power markets, aligning with Nvidia's AI data-cen...
Oklo Just Partnered with AI-Enabled Reactors: Nuclear Stock?
A nuclear startup teams with a national lab to speed up reactor design using AI. This piece breaks down what it could...
Arm Holdings Faces Limited Upside After 177% Rally
Arm Holdings has surged this year on AI infrastructure bets, but a breather may be near as the company shows solid ea...
Demand Data Center Power Surges Beyond Forecasts This Year
As AI enthusiasm cools, investors pivot to hard assets. New data show demand data center power rising faster than exp...
Here’s Price Point Where IBM Looks Like an Absolute Buy
IBM shares have surged on AI optimism, prompting a disciplined look at entry points. This report analyzes a potential...
SpaceX Hype Hides Deeper Market Shifts Into Blue Chips
Investors are weighing SpaceX IPO buzz against a broader rotation into blue chips, with traders signaling a shift awa...
Micron Stock Bounce Back Driven by AI Hype and Demand
Micron stock bounced back after a rough week for semiconductors, fueled by upbeat AI demand chatter and optimism from...
Broadcom Sink, NVIDIA Slides Deepen Chip Selloff Today
A trio of AI hardware leaders—Broadcom, AMD, and NVIDIA—fell in synchronized trading as investors weigh AI margins, m...
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