IREN’s stock is up 380% year-to-date, with an additional 80% gain since prior coverage, reflecting massive AI-driven momentum ...

CoreWeave, Inc.’s unique AI infrastructure and long-term contracts position it for strong growth. Click here to read my CRWV ...

Overview NVIDIA dominates Artificial Intelligence infrastructure with GPUs powering next-gen AI models.Massive $100B OpenAI ...

Penciling Out OCI’s Gross Margin Impact; With the emergence of GPU-based infrastructure businesses in our large cap coverage, ...

Netweb Technologies stock hit a new high on Friday as the strong order book position is expected to boost the company's ...

The most recent boost for CoreWeave's stock came from an announcement that it secured $6.3 billion in GPUs from Nvidia. This ...

Norrod shared that Advanced Micro Devices, Inc. (NASDAQ:AMD) currently holds a 41% share of the server CPU market. He also ...

TSMC holds a crucial place in the semiconductor supply chain, and 24/7 Wall St. projects a substantial gain for the stock by ...

Advanced Micro Devices (AMD) stock fell on Thursday following news that investor Cathie Wood sold shares of the semiconductor ...

IREN Limited (IREN), once known primarily as a Bitcoin (BTCUSD) miner, has pivoted aggressively toward artificial ...

The OpenAI deal, if it fulfills its ambition, would by far be Nvidia's biggest investment to date. It's also the most valuable company Nvidia has invested in. OpenAI was valued at $300 billion in its ...

The shift away from India's traditional IT firms does not mean technology investing has lost its edge. Rather, it highlights ...