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Intel's huge rally is helping pay for its AI comeback
Yahoo Finance Video5d agobullishVIDEO
Intel's huge rally is helping pay for its AI comeback

In today's Chart of the Day, Yahoo Finance Markets & Data Editor Jared Blikre dives into Intel's (INTC) rally and how the chipmaker’s surging stock price saved the company millions as it prepares to issue $20 billion in new common stock.

This Is Where Nvidia Beats Broadcom
24/7 Wall St.5d agobullish
This Is Where Nvidia Beats Broadcom

Nvidia and Broadcom both posted staggering AI revenue this quarter, but one strategy bets on a handful of hyperscalers while the other bets on every model builder alive. The divergence between those bets reveals a quiet but widening competitive gap.

Broadcom Can Eat Nvidia’s Lunch Just Like This
24/7 Wall St.5d agoneutral
Broadcom Can Eat Nvidia’s Lunch Just Like This

NVIDIA posted the largest data center quarter in history, yet one rival is growing AI revenue faster and quietly locking up the customers who matter most. The custom silicon war is already underway, and the scoreboard looks nothing like the headlines.

Rocket Lab’s $2.36 Billion Backlog Says the Neutron Delay Doesn’t Matter — Here’s Why
24/7 Wall St.5d agoneutral
Rocket Lab’s $2.36 Billion Backlog Says the Neutron Delay Doesn’t Matter — Here’s Why

The space economy has a timing problem. Investors want quarterly proof of progress, but rockets don’t care about earnings calendars — they fly when the hardware, the weather, and the physics all agree at once. That mismatch showed up again this week when Rocket Lab (NASDAQ:RKLB) posted one of the best quarters in its history ... Rocket Lab’s $2.36 Billion Backlog Says the Neutron Delay Doesn’t Matter — Here’s Why

Nvidia is becoming the ‘central bank of AI’ as demand explodes
Yahoo Finance Video5d agoneutralVIDEO
Nvidia is becoming the ‘central bank of AI’ as demand explodes

Morning Brief Host Jake Conley welcomes Zacks Investment Management chief market strategist Brian Mulberry and Yahoo Finance's Tech Editor Dan Howley to discuss Nvidia (NVDA) growing role at the center of the AI boom as demand for its chips and compute continues to surge. The panel also looks at Jensen Huang’s aggressive dealmaking, including 66 partnerships and deals that have helped raise as much as $500 billion in capital for AI infrastructure.