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

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

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

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

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

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

CoreWeave is arguably 2025’s headline stock. The Nvidia -backed AI-infrastructure pure-play went public at $40 on Mar. 28, ...

One of those fast-rising contenders is CoreWeave (CRWV), a GPU-as-a-service provider that’s drawing bullish attention from Wall Street. Recently, Raymond James launched coverage with an “Outperform” ...

Oracle has created an infrastructure business whereby it rents access to Nvidia's GPUs through a cloud-based system. Nvidia ...

AMD selected VDURA after a technical evaluation for its AMD Instinct GPU-optimized performance, proven ability to scale, and ...

For example, the PNY RTX 5060 Ti with 16GB of VRAM is now down to $379, which is $50 below MSRP. PNY's RTX 5080 is also ...

CoreWeave shares are trading marginally higher Tuesday morning. The stock's upward momentum is fueled by positive sentiment surrounding the artificial intelligence sector.