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Nearly every drive the hard drive maker can build this year is already spoken for. Which storage stock does all that locked-in demand reward most?

The company had fallen out of investor favor; its recovery was impressive.

The Malaysian agreement validates Nvidia's infrastructure ecosystem, but the chipmaker's direct economics remain undisclosed.

Vertiv's next phase of growth will depend on demand trends and execution.

The agreement validates demand beyond Nvidia while financing another competitor in AMD's target market.

Nvidia's quarterly revenue has more than doubled in two years, while Broadcom's has roughly doubled — but the gap between them is widening at an accelerating pace.

Investors took one look at Lucid's second-quarter results and bolted.

Patagonia has the solution: renewable wind energy, glaciers that cool, and no backlash.

Stocks fell Tuesday as oil prices and Treasury yields rose, but AMD and HPE led AI plays flashing buy signals. An Apple iPhone event is on tap.

The beaten-down pharmaceutical stock was revived after it posted an estimates-beating quarter.

An announcement from rival Nebius seemed to lift CoreWeave.

Reshoring is reshaping U.S. manufacturing, but the opportunity goes well beyond bringing entire factories back home.

Quantum computers could eventually crack Bitcoin, but Bitcoin can counter that threat.

Investors regained their optimism for Oracle's big AI bets, at least temporarily.

Micron stock has pulled back, but the bigger question isn't whether it's cheap. It's whether today's extraordinary profits can last.

Everything critical to the business clicked for the pre-revenue lithium miner.

A new partnership with Palantir energized the stock.

The PHLX Semiconductor Index was trading higher during Tuesday's session, but Nvidia was in the red. The PHLX Semiconductor Index was up 1.6% while Nvidia was down 1.9% roughly one hour before the closing bell.

Like so many other projects, it's all about AI.

Global stocks could be starting a long-term trend of outperforming the U.S. market.

The semiconductor and networking specialist is gaining ground amid reports of price hikes from another AI player.

Its attractive payouts make it worth holding on to for the long haul.

Jim Cramer picks Nvidia and Broadcom as ChatGPT-6 Astra winners. Analysts see 42% to 44% upside for both chipmakers.

The retail electricity giant is still a sound long-term investment.

RUM Group has soared past its social-media peers and moved into AI infrastructure, but a 33% monthly gain forces a real question about whether the best of this rally is already behind investors.

Lucid stock has cratered while rivals like Tesla and Rivian held their ground, and the company's latest financials reveal a tension between surging revenue and an alarming cash burn that puts every investor's next move under pressure.

Investors looking to capitalize on the custom AI chip market need to take a closer look at these two companies dominating this space.

The gold stock is on a run after wiping out debt and bringing back its dividend. It just hit a 52-week high.

The Hugging Face deal looks like a win for Nvidia, but it might not be for the reason that you think.

New chips, a Bitcoin warning, and a huge guidance hike. IonQ packed a lot of news into one morning.