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SK Group Chairman Chey Tae-won, whose conglomerate controls SK Hynix (NASDAQ:SKHY), dismissed concerns Thursday about the memory giant’s exposure to Nvidia Corp. (NASDAQ:NVDA). He argued the chip giant remains indispensable to artificial intelligence infrastructure: “Without Nvidia, the AI ecosystem is...
Both earnings and revenue growth were the highest since 2021.
Musk told employees that revenue from leasing artificial intelligence compute will be the main driver of revenue at SpaceX going forward.
Nvidia-backed CoreWeave (CRWV) stock entered another earnings season with Wall Street looking for another quarter marred by heavy CapEx and losses. Analysts were looking at $2.56 billion in sales with an adjusted loss of $1.41 per share. Instead, CoreWeave delivered another sizeable double beat, ...
Investors believe Anthropic could target an IPO valuation north of $2 trillion, according to the Financial Times.
The stock has been rising higher after earnings and after its first lockup expired.
Super Micro's blowout earnings sent its stock surging and pulled Dell and Hewlett Packard Enterprise along for the ride, but a record backlog, a negative cash flow warning, and an open export-control investigation complicate the bull case.
BofA delivers bullish verdict on AMD and Nvidia as AI infrastructure evolves
AI used to mean GPUs. Today, it means CPUs as well.
The data-center opportunity is becoming much broader than GPUs
Moby summary of Advanced Flower Capital Inc.'s Q2 2026 earnings call
Moby summary of Applied Industrial Technologies, Inc.'s Q4 2026 earnings call
The quantum computing specialist's price implies a business more than 10 times its current size. Its own disclosures put no date on one arriving.
Moby summary of LENSAR, Inc.'s Q2 2026 earnings call
Licensing revenue from AI models is driving higher sales and margins.
The company is getting blowback for the circular nature of its hundreds of billions in financing deals as the data-center boom just keeps booming — for now.
The most encouraging aspect of the conglomerate's second-quarter report appears to have gone mostly overlooked.
The streaming video specialist got a notable vote of confidence from one of the biggest names on Wall Street.
Simpler isn't just easier, it's also almost always better.
Intuitive Machines is booking sales like a machine -- but so far, all those sales are unprofitable.
The company needs to release new successful products to get the stock back on track.
Ondas crushed sales expectations in Q2 and raised its full-year revenue guidance, but that wasn't enough for the market.
Is the AI lender starting to turn the corner?
Michael Burry is pointing at a $770 billion AI spending wave and asking whether the money circling through hyperscalers, chip makers, and AI labs is creating real value or just the appearance of it.
The cross-border payment middleman has finally achieved sufficient scale to easily cover its fixed and variable costs. This is the moment shareholders have been waiting for.
SpaceX is seeking to aggressively expand its data center capacity.
AIP is changing how businesses operate -- and opening new opportunities for Palantir.
CoreWeave's Q2 blowout sent shares surging, but the stock still sits deep in the red over three months while one Wall Street firm holds a price target that implies a runway most investors are ignoring.
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