Iren’s Stock Soars Major as Nvidia Bets Big on 5GW AI Push
Nvidia unveiled a large stake in Iren to support a 5GW global AI factory plan, sending Iren’s stock higher even as th...
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.
113 articles
Applied Optoelectronics Crashes 14% as Optics Selloff Widens
AI optics stocks retreat as Applied Optoelectronics crashes 14% amid a sector-wide rotation. Coherent and Lumentum al...
Nano Nuclear Slides 10% After Explosive Rally Fizzles
NANO Nuclear Energy leads the retreat, dropping about 10% mid-session after a month of outsized gains, while Oklo and...
NVIDIA Climbs on $500M Corning Deal; AI Optics Rise
NVIDIA revealed a $500 million strategic deal with CORNING to bolster optical connectivity for AI data centers, spark...
Live: Will IonQ’s Massive Run Continue After Q1 Earnings
IonQ is set to release Q1 2026 results after the bell, with investors weighing growth across five acquisitions, a Sky...
Super Micro Doubled Revenue, Yet Stock Remains Flat
Super Micro Computer reports revenue that more than doubles year over year, yet the shares sit flat as questions abou...
Meta Spending $145 Billion on AI Push Reshapes Markets
Meta Platforms unveils a multi-year AI infrastructure push totaling up to $145 billion, reshaping supplier valuations...
Oklo Advances Aurora Approval: AI-Nuclear Power Play
Oklo shares jumped after the NRC cleared a foundational design criterion for the Aurora project, boosting the nuclear...
Hut 8 Surges 35% as Riot Platforms Rises on AI Energy Play
Hut 8 and Riot Platforms jump as Bitcoin miners pivot to AI infrastructure, signaling a new revenue model powered by ...
Argan Stock Ascended Today: What Sparked the Rally in AGX
Argan stock ascended today as investors cheered stronger profits and a brighter outlook for energy infrastructure tie...
TSMC Monopoly Making Chips: The Safer Bet in AI Capex Boom
As AI demand accelerates, one company stands out for investors: TSMC. This article explains why the so-called tsmc mo...
Tower Semiconductor Could Hit $230, but Long-Term Payoff Looms
Tower Semiconductor is navigating a critical inflection point as it scales SiPho production and expands in Japan, wit...