Lumentum, SanDisk, IREN Rallying on $27B AI Infrastructure Push
A five-year AI infrastructure deal worth up to $27 billion between Nebius and Meta sparked a broad rally in lumentum,...
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26,067 articlesA five-year AI infrastructure deal worth up to $27 billion between Nebius and Meta sparked a broad rally in lumentum,...
Bitcoin price holds $68,500 as gold slides for a ninth straight session and Asian stocks retreat, underscoring a broa...
The latest consumer sentiment 56.4 reading sets the tone for retail stocks and the VanEck Retail ETF (RTH) in 2026. I...
Intel’s stock falling guiding the chip sector into a rough day as inflation data raises concerns about data-center sp...
Pershing Square signals a bold bet by leaning into Microsoft as the AI and cloud wave reshapes enterprise tech. The m...
Workday is set to report Q1 earnings after the close tonight, the first quarter under its returning CEO. Analysts foc...
Cisco stock has surged about 32% in the past 30 days as AI infrastructure demand climbs; Arista slid 10% and Broadcom...
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The Tortoise AI Infrastructure ETF (TCAI) is drawing attention as data-center power, cooling, and fiber networks surg...
AAI disruption is reshaping markets, and Nvidia sits at the center. This piece breaks down how billionaires instituti...
A pair of geopolitical developments is reviving appetite for riskier assets and triggering a chip-stock rally back fu...
The Fed’s hawkish stance signals a step-change in dollar sentiment as rates stay higher for longer, reshaping investm...