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A furious rally for chip stocks has raised fears of a new bubble. If and when the party ends, five stocks will be left standing. They all remain undervalued.
New Texas DMV registration data reveals Tesla has just 42 autonomous vehicles in the state, versus 577 for Alphabet's Waymo
Recent advancements in Cloud AI security have been underscored by Xage Security's announcement of enhanced Zero Trust capabilities for AI agents, which aim to provide a secure production environment by ensuring jailbreak-proof autonomy. Xage's solution offers comprehensive visibility and control over AI agents, helping organizations transition AI from a sandbox environment to real-world applications by mitigating risks associated with unauthorized actions and data exfiltration. This...
Wedbush’s Dan Ives went on The Pomp Podcast with Anthony Pompliano and laid out a thesis that should reframe how you think about every AI position in your portfolio. His line: “This is 3rd inning, 1 out in a 9-inning game.” If you accept that framing, the implication for chip stocks, hyperscalers, and even the ... Wedbush’s Dan Ives: AI Revolution Is Only in Third Inning. Here’s Why Nvidia and U.S. Chip Stocks Have Years of Upside Left.
The firms plan to buy Google tensor processing units through a special-purpose vehicle and lease them to the AI startup
Blackstone (NYSE:BX) has formed a joint venture with Google to create a new U.S. company focused on supplying advanced data center capacity. The venture will offer Google Cloud TPUs as a compute-as-a-service product to support accelerating AI workloads from enterprises. An experienced Google executive is set to lead the new platform, combining Blackstone's capital and infrastructure reach with Google's AI technology. At a share price of $116.14, Blackstone is adding a fresh digital...
Tesla stock is trying for seven consecutive gains on Friday, as investors look for progress on its artificial intelligence applications, including robo-taxis and robots. There is reason for some optimism on the AI front, according to a recent report from Morgan Stanley. Tesla launched a robo-taxi business in Austin, Texas, in June.
NEW DELHI, May 29 (Reuters) - An Indian court ruling that Google infringed the trademark rights of a bathroom fittings maker by allowing rivals to use its name as an advertising keyword could reshape
Arthur Mensch had a stark warning for the Assemblée nationale.
Broadcom Inc. (NASDAQ:AVGO) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer praised the company’s CEO, as he said: Six is Broadcom. Now, this is a sleeper because you don’t see its name anywhere. It makes custom chips for Google, Meta, ByteDance, Anthropic, […]
Apple Inc. (NASDAQ:AAPL) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer praised the company’s hardware, as he said: Third, Apple, okay, it’s got the best hardware, and it’s now snared one of the best AI platforms with Gemini, the logical extension of […]
Alphabet Inc. (NASDAQ:GOOGL) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer was bullish on the company during the episode, as he remarked: Next member of the club, Alphabet. Oh, there’s a lot to like here: YouTube, the largest video company in the […]
Dell (NYSE:DELL) increased its full-year revenue and earnings guidance on Thursday, highlighting robust demand for its artificial intelligence-focused server portfolio as businesses accelerate investments in data center infrastructure powered by advanced Nvidia technology. The upbeat forecast triggered a strong market reaction, with Dell shares jumping around 39% in extended trading as investors welcomed evidence that spending on AI infrastructure continues to gather momentum.
Taiwan chip designer MediaTek said on Friday it supports both TSMC's and Intel's advanced packaging technologies, allowing customers to choose between the two approaches. CoWoS, or Chip-on-Wafer-on-Substrate, is TSMC's advanced packaging technology widely used for artificial intelligence chips, including those designed by Nvidia.
Prediction market traders are pricing a 78% chance that SpaceX closes its first day of trading above $2 trillion, a valuation that would rank it among the ten most valuable companies in the world, ahead of Saudi Aramco, Tesla, and Meta Platforms. Polymarket contracts also show a 15%...
<body><p>STORY: Samsung Electronics made a big move in the AI chip race on Friday.</p><p>It said it's started shipping samples of its latest high-bandwidth memory - or HBM - chip to customers.</p><p>It pulls the South Korean tech giant ahead of rivals as they compete to send out new versions of HBMs which are critical to AI data centers.</p><p>The new chip is the 12-layer HBM4E and Samsung said it's more than 20% faster than its previous-generation HBM4 products.</p><p>The rollout is part of Samsung's efforts to regain momentum in the HBM market.</p><p>It had fallen behind rivals like SK Hynix and Micron in supplying advanced AI memory chips, particularly to Nvidia.</p><p>Samsung's clients include major AI players Nvidia, AMD and Google, among others.</p><p>Demand has surged for advanced memory chips used in AI servers and processors.</p><p>Investors liked what they heard Friday.</p><p>Shares of Samsung Electronics rose as much as 6.5% in morning trading.</p><p>Rival SK Hynix also saw its shares climb just over 1%.</p></body>
Shares of Dell Technologies soared nearly 40% in premarket trading on Friday, after robust demand for its Nvidia-powered AI servers prompted the company to raise its annual revenue and profit forecasts. Dell has benefited significantly from data center investments by Alphabet and Amazon, as well as price increases and improved supply chain management. On Thursday, Dell raised its annual revenue forecast to $165 billion to $169 billion from $138 billion to $142 billion, and said it now expects AI server revenue of about $60 billion in fiscal 2027, up from $50 billion.
The partnership aims to provide EQT’s portfolio companies with expanded access to Google Cloud’s AI tools, expertise, and services.
Alphabet's Google Cloud revenue jumped 62.7% YoY to $20B, fueling post-earnings optimism and boosting sentiment around its cloud growth.
Research firm CEO David Trainer says SpaceX's $1.75 trillion IPO valuation is mathematically indefensible
“The Big Short” argued that Adobe’s forward outlook remains stronger than the market assumes, despite fears that AI could disrupt its core creative software business.
Blackstone Inc. (NYSE:BX) is one of the 12 Most Profitable Stocks to Invest In. On May 19, 2026, Blackstone Inc. (NYSE:BX) announced a joint venture with Google to create a new U.S.-based company offering data center capacity, operations, networking, and Google Cloud’s tensor processing units, or TPUs, as a compute-as-a-service offering. The new company will […]
<body><p>STORY: :: Dell</p><p>Dell shares rocketed higher in after-hours trade Thursday, jumping around 39%.</p><p>The surge came after the computer maker lifted revenue and profit expectations.</p><p>Dell says it is seeing soaring demand for AI-optimized servers used in data centers.</p><p>It’s benefiting as tech giants like Alphabet and Amazon plan to spend over $700 billion on AI-related infrastructure this year.</p><p>Dell now expects annual revenue of up to $169 billion - way up on the previous forecast of up to $142 billion.</p><p>AI server revenue is expected to hit $60 billion for fiscal 2027, $10 billion up on previous expectations.</p><p>The company has been adjusting prices constantly as strong global demand causes the cost of memory chips to soar.</p><p>:: Dell</p><p>On a call with analysts, Chief Operating Officer Jeff Clarke said he knew customers were feeling the pain.</p><p>But he said there was little sign of inflationary pressure easing.</p><p>One analyst told Reuters that Dell looked well placed to cope with the chip shortage, helped by its scale and strong relationships with suppliers.</p></body>
Alphabet Inc. (NASDAQ:GOOGL) is one of the 12 Strong Buy Stocks to Buy and Hold for the Next 5 Years. On May 20, 2026, Alphabet Inc. (NASDAQ:GOOGL) said it is deepening its presence in Missouri with a new data center in Montgomery County. The company said it is expanding infrastructure “responsibly,” while advancing energy affordability […]
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