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This Week In AI Chips - Aymer AI Powers Up Texas for Next-Gen Infrastructure
Simply Wall St.70d agoneutral
This Week In AI Chips - Aymer AI Powers Up Texas for Next-Gen Infrastructure

Aymer AI has revealed a strategic initiative to develop a 90-acre powered land bank in Texas, targeting next-generation AI and high-performance computing infrastructure. Dubbed Project Macedonia, the venture aims to provide up to 100 megawatts of power capacity through a mix of grid and behind-the-meter energy solutions, enhancing reliability and deployment speed for hyperscale and enterprise clients. The site offers advantageous access to energy infrastructure and major fiber routes,...

Cyber leaders urge US to lift curbs on Anthropic's security models
Reuters70d agoneutral
Cyber leaders urge US to lift curbs on Anthropic's security models

Cybersecurity leaders at major U.S. firms including Nvidia and Adobe have asked the Trump administration to lift restrictions on Anthropic's most powerful AI ‌models, arguing that the bans hamper efforts to prevent the spread of digital ‌attacks. The letter follows Washington's decision on Friday ordering Anthropic to suspend access to its Fable 5 and Mythos 5 ​models for any foreign nationals over national security concerns. The curbs that Washington has now placed on ‌the technology will limit the cybersecurity ⁠industry's ability to find and fix software flaws at a time when other AI tools are making it easier for hackers to exploit vulnerabilities, ⁠according to a letter on Sunday signed by more than 50 security leaders.

If Jensen Huang Is Right About This One Thing, NVIDIA Stock Is a Steal at $200
24/7 Wall St.70d agoneutral
If Jensen Huang Is Right About This One Thing, NVIDIA Stock Is a Steal at $200

Nvidia (NASDAQ:NVDA) CEO Jensen Huang is a great man to listen to if you’re looking for a preview of what’s to come from the future of the AI revolution. Indeed, it wasn’t all too long ago that Mr. Huang was sounding upbeat about the AI boom at a time when the average investor could not ... If Jensen Huang Is Right About This One Thing, NVIDIA Stock Is a Steal at $200

Today’s AI market hits all 5 warning signs that preceded 2000 Nasdaq crash.
24/7 Wall St.70d agobearish
Today’s AI market hits all 5 warning signs that preceded 2000 Nasdaq crash.

Although Wall Street has spent the better part of two years cheering an artificial intelligence buildout that has dragged the Nasdaq 100 up roughly 30% over the past year, the technology-packed Nasdaq Composite is starting to wobble at the worst possible moment. The benchmark S&P 500 has slipped, with SPY off about 4% in the ... Today’s AI market hits all 5 warning signs that preceded 2000 Nasdaq crash.

NVIDIA Vera CPU Reopens China AI Market And Reshapes Growth Narrative
Simply Wall St.70d agoneutral
NVIDIA Vera CPU Reopens China AI Market And Reshapes Growth Narrative

NVIDIA (NasdaqGS:NVDA) has started directly launching and taking orders for its Vera CPU in China. The chip is aimed at AI data center and cloud workloads and is positioned for the Chinese market. The move follows restrictions on exports of NVIDIA's advanced GPUs into China. Major Chinese cloud providers are placing initial orders, with NVIDIA describing Vera as a potential multibillion dollar opportunity. NVIDIA is widely associated with GPUs for AI and accelerated computing, but Vera...

Viavi Solutions Gains AI Data Center Traction With Interop Tokyo Recognition
Simply Wall St.70d agoneutral
Viavi Solutions Gains AI Data Center Traction With Interop Tokyo Recognition

Viavi Solutions (NasdaqGS:VIAV) recently acquired Spirent, expanding its position in AI ready networking and testing. The company launched new offerings, including an advanced GNSS disciplined oscillator and the AI Experts suite for AI data center diagnostics. Viavi played a highlighted role in NVIDIA's AI reference architecture for data centers and secured two awards at Interop Tokyo 2026 for AI and network infrastructure testing. For investors watching AI infrastructure, Viavi Solutions...

Microsoft (MSFT) Is A Value Stock To Benefit From The New Cloud Boom
Insider Monkey70d agoneutral
Microsoft (MSFT) Is A Value Stock To Benefit From The New Cloud Boom

Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Stocks That Can Still Skyrocket On The Neo Cloud Boom. On June 11, Wells Fargo analyst Michael Turrin maintained his Buy rating on Microsoft Corporation (NASDAQ:MSFT) stock and a price target of $650. As a relatively underperforming hyperscaler, the upside in Microsoft stock continues to be attractive. […]

As Demand Continues To Grow, Nvidia (NVDA) Has 46% Upside According To Analysts
Insider Monkey70d agoneutral
As Demand Continues To Grow, Nvidia (NVDA) Has 46% Upside According To Analysts

Nvidia Corporation (NASDAQ:NVDA) is one of the 10 Stocks That Can Still Skyrocket On The Neo Cloud Boom. According to CNN’s compilation of analyst price targets, Nvidia Corporation (NASDAQ:NVDA) stock has a median target price of $300, which reflects a further 46% upside from the current share price. The AI tailwind has strengthened as the […]

IREN Ltd (IREN) Is A Stock That Can Skyrocket On The New Cloud Boom
Insider Monkey70d agoneutral
IREN Ltd (IREN) Is A Stock That Can Skyrocket On The New Cloud Boom

IREN Ltd (NASDAQ:IREN) is one of the 10 Stocks That Can Still Skyrocket On The Neo Cloud Boom. On June 3, IREN Ltd (NASDAQ:IREN) reported that it had signed a transmission connection agreement for an 800 megawatt data center in South Australia. This is the company’s first data center in Australia and shows how the […]

Stifel Raises Price Target for Cadence Design (CDNS) Following Intel Foundry Partnership
Insider Monkey70d agobullish
Stifel Raises Price Target for Cadence Design (CDNS) Following Intel Foundry Partnership

Cadence Design Systems Inc. (NASDAQ:CDNS) ranks among the best 5G stocks to buy right now. On June 9, Stifel maintained its Buy rating on Cadence Design Systems Inc. (NASDAQ:CDNS) and increased its price target from $395 to $432, citing Cadence’s announcement of a multi-year Design Technology Co-Optimization partnership with Intel Foundry aimed at Intel 14A. […]

Jim Cramer Discusses the Sell-Off in Apple Stock Before SpaceX IPO
Insider Monkey70d agobearish
Jim Cramer Discusses the Sell-Off in Apple Stock Before SpaceX IPO

Apple Inc. (NASDAQ:AAPL) was among the stocks Jim Cramer highlighted during Mad Money, as he noted the rotation into defensive sectors. Cramer highlighted one of the reasons the stock is getting sold, as he stated: Whatever you do, don’t take the selling in the stocks of Apple or NVIDIA personally. I bet most of that […]