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The best quarter in the company's history came from memory prices rather than from selling more memory, and its biggest new contracts now put a ceiling over those prices.

NVDA's $500B financing push is likely to lower AI factory funding barriers, boosting demand for GPUs, networking products and software.

INTC's stronger 2026 growth outlook, AI PC momentum and price gains outweigh its premium valuation, making it the better chip pick than QCOM.

AMD and Nvidia are the market leaders for designing artificial intelligence (AI) GPUs.

Nvidia, Cerebras, and AMD could all be inference winners.

AMD expects Helios to generate billions of dollars in its first full quarter and its AI business to more than double in 2027.

Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era.

Data center revenue doubled, driving record profitability and raised guidance.

Advanced Micro Devices, Inc. (NASDAQ:AMD) beat Wall Street’s estimates across the board Tuesday, with revenue up 50% and data center sales more than doubling. The stock still fell as much as 10% in extended trading anyway. Sandisk Corporation (NASDAQ:SNDK) is up more than 400% this year already, reports its own results on Wednesday under even […]

At $422, Broadcom (AVGO) is being priced to deliver 26% revenue growth annually for the next 5 years simply to defend today's 68.4x multiple. That sits below the 32% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

Elon Musk just told investors SpaceX will build one of the most ambitious data centers in history using only one chip supplier, and that single decision has the power to send NVIDIA soaring toward $500 or trigger a demand cliff that bulls are not prepared for.

This band is not a panic premium; it sits close to what the stock has actually delivered over the past year, and a holder carries every bit of that width.

Cerebras Stock Gets a Fresh Boost as Wedbush Eyes $280 Target

Intel announces a $20 billion common stock offering, dumping 210 million shares priced at $95 each.

One data center deal points to much bigger demand ahead

A big data center lease just sent Riot Platforms shares soaring, after Bloomberg named the undisclosed tenant as Anthropic.

Advanced Micro Devices (NASDAQ:AMD) expects continued rapid growth in its server CPU and data center businesses as demand for AI inference systems, including agentic AI workloads, expands, according to Matt Ramsay, the company’s corporate vice president of financial strategy and investor relations.

Riot Platforms (Nasdaq: RIOT), the data infrastructure company well-known for its Bitcoin (BTC) mining and artificial intelligence (AI) operations, signed a 20-year lease with a leading AI lab on Aug. 10. Bloomberg identified the AI lab as Anthropic. Riot announced the data ...

Riot Platforms, the Bitcoin miner-turned-data center operator, has struck a $9.1 billion compute supply deal with Anthropic, a source tells Barron’s.

Riot Platforms shares are surging on a deal with a big name in AI.

INTC's 25% revenue jump, surging data center sales and AI PC growth point to a stronger recovery, even as margin and China risks persist.

Analysts have the earnings growing into the price, so what a holder is really underwriting is the build-out that has to produce them.

Rackspace Technology (NASDAQ:RXT) reported second-quarter revenue of $670 million, up 1% from a year earlier, as the company outlined an expanded enterprise AI infrastructure strategy built around managed compute, inference and sovereign AI deployments. Chief Executive Officer Gajen Kandiah said th

Bitcoin’s biggest rival for investor attention may no longer be Ethereum (CRYPTO: ETH) or any other cryptocurrency. Increasingly, it’s the AI trade. Bitcoin (CRYPTO: BTC) trades near $64,000, well below its October record above $126,000, while Advanced Micro Devices (NASDAQ:AMD)...

Most of what AMD sells now comes from data center, and management puts the gross margin on the accelerator ramp driving that growth just below average.

AMD and Broadcom both just posted monster AI quarters, but only one of them actually complements an Nvidia position without picking a fight with it. The case for each comes down to a fundamental question about how the datacenter gets built.

Riot Platforms, the Bitcoin miner-turned-data center operator, has struck a $9.1 billion compute supply deal with Anthropic, a source tells Barron’s.

Marvell surged over 145% this year before pulling back sharply, and that gap between peak hype and current price is exactly where the most interesting trades hide. Here is what the numbers say about where MRVL goes from here.

A surprise lease announcement sent Riot Platforms surging after hours, leaving traders scrambling to decide whether a single contract just rewrote the entire valuation story for former Bitcoin miners racing into AI infrastructure.

Two AI power infrastructure stocks are surging in premarket trade after separate catalysts raised the same urgent question: how much runway is left in the race to lock up gigawatts for hyperscale AI.