Nvidia's Billion Groq Acquisition Could Change AI Inference
Nvidia pulls off a landmark $20B Groq deal that could reshape AI inference in 2026. This piece breaks down the tech, ...
AI Infrastructure
Discover 5 AI Infrastructure articles on how AI-driven infrastructure impacts costs, stock moves, and portfolio strategy. This page helps you make smarter financial decisions.
276 articles
Oracle Stock Could Upside Seen After BoA Upgrade This Week
Bank of America upgrades Oracle to Buy, signaling potential upside as AI-driven cloud demand and a massive backlog cr...
Tower Semiconductor Stock Jumped: What Fueled the Rally
Tower Semiconductor stock jumped today as investors cheered a breakthrough with Coherent that could speed AI data cen...
Super Micro Risks Removal Triggers S&P 500 Shakeup
Super Micro Computer faces a looming risk of removal from the S&P 500 after prosecutors charged its co-founder and tw...
Nebius Faces High-Stakes AI Push with Nvidia Backing
Nebius Group launches a $4 billion convertible-note round to accelerate a 1.2 GW AI data center project, backed by Nv...
NVIDIA Unstoppable After $68.1B Quarter Signals AI Boom
NVIDIA delivered a blockbuster quarter with $68.13B in revenue, led by data center strength and a growing backlog for...
Arista Networks Broadcom: Which AI Stock Is Best for 2026
As AI workloads demand more network performance, Arista Networks and Broadcom stand out. This guide breaks down their...
Lumentum Holdings Stock Zoomed: Key Drivers Behind Rally
Lumentum Holdings stock zoomed after a positive investor briefing at a major industry conference and a rising price t...
Vertiv CEO: Liquid Cooling Capacity Surges for AI Centers
Vertiv CEO Giordano Albertazzi says liquid cooling capacity is expanding rapidly to support surging AI infrastructure...
Dell Legacy Tech Giants Face Diverging AI Bets From HP
Dell Technologies is pursuing aggressive AI data center growth, backed by a sizable backlog, while HP Inc. grapples w...
Tower Semiconductor Stock Jumped Today on AI Networking Push
Tower Semiconductor stock jumped today after a strategic move into AI networking. This article breaks down the deal, ...
NVIDIA Rises as Jensen Huang Takes the GTC Stage Live
NVIDIA shares climbed as Jensen Huang kicked off the GTC conference, underscoring a bullish AI infrastructure narrati...