Actualités

The bottleneck for AI has shifted from compute capacity to the electricity required to run it. Nvidia, which has spent the past two years underwriting the financial existence of its largest customers through vendor financing and credit substitution, is now crossing a different threshold entirely: equity ownership in the power infrastructure that sustains its hardware. […]

As investors scrutinize the AI data center capital spending of the "Magnificent Seven," the quarter's standout is Microsoft.

Its move into the artificial intelligence space has breathed new life into the iconic-but-aging technology outfit.

It's not much of a rivalry yet.

Advanced Micro Devices, Inc. (NASDAQ:AMD) just announced an acquisition that could give major competition to NVIDIA Corporation (NASDAQ:NVDA) in AI-inference. On August 6, AMD said it has agreed to buy chip startup Taalas as specialized inference chips become a critical area of focus for semiconductor makers. The financial terms of the deal have not been […]

Nokia (NYSE:NOK) has spent the past year rebuilding its story around AI, and earlier on July 14, it added another data point. The company signed a 5G expansion agreement with Taiwan Mobile to deploy its AirScale portfolio and AI-driven software across the carrier’s network, part of a broader push toward what Nokia calls AI-native mobile […]

Investors need to take a step back and view this business with a fresh perspective.

Druckenmiller only owns one "Magnificent Seven" stock.

SpaceX stock defied expectations Friday, climbing after a lockup expiration released over 900 million shares on Thursday.

VOO is closing in on a milestone no ETF has ever reached, and the race to a trillion dollars quietly exposes a structural flaw that SPY holders have been paying for since 1993.

Ray Dalio built Bridgewater on one principle: never let a great story override the math. Applied to NVIDIA, Micron, and Broadcom right now, that principle points somewhere most investors are not looking.

The leading digital platform for U.S. medical professionals is becoming a formidable force in the AI race.

The company has a long track record of quarterly dividend increases.

A multiple like this usually belongs to a software company. This one owns power contracts.

For the first time in 3.5 years, Berkshire was a net buyer of stocks in the second quarter of the year.

VGT has quietly turned into a three-stock concentration problem for long-term holders, and selling to fix it means handing the IRS a check. There is a pairing strategy that rebalances the exposure without triggering a single taxable event.

Westinghouse is a hidden asset for Cameco.

Intuitive Surgical is a leader in the surgical robotics space, with a large installed base and strong recurring revenues.

Nuclear energy will be a multi-trillion-dollar opportunity.

Pinterest stock looks like a bargain following its latest post-earnings sell-off.

Alphabet's growth opportunities look like an embarrassment of riches.

Aug. 12 is a big date for investors interested in Nebius.

Ripple just launched a major new banking product -- and XRP is barely part of the story.

Supply may catch up to demand, but it won't happen anytime soon.

The dip in AMD's shares looks like a good buying opportunity.

Investing.com - U.S.-based AI cloud infrastructure provider Firebird officially launched the Commonwealth of Independent States (CIS) region’s largest AI Factory in Hrazdan, Armenia, on Saturday, marking the operational debut of a multi-billion-dollar global computing platform.

eBay just delivered its strongest fundamentals in years, yet the stock slipped and Wall Street shrugged. One outlier analyst sees something the rest of the Street is missing, and the gap in price targets tells a story worth understanding.

NVIDIA and Micron both just shattered expectations, but they are winning the AI race in completely different ways. Which one belongs in your portfolio heading into 2027 depends entirely on what kind of risk you are willing to carry.

Realty Income offers a safer way to invest in the data center boom.

Broadcom (NasdaqGS:AVGO) has become a dominant supplier for hyperscale AI clusters used by major cloud and AI providers such as Anthropic, OpenAI, and Meta. Multi-year commitments from these customers are channeling significant capital expenditure into Broadcom's AI infrastructure hardware, even as some of that spend bypasses GPU market leader Nvidia. The agreements increase Broadcom's visibility on future AI related revenue tied to large scale data center buildouts. Broadcom is one of...