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Riot Platforms, the Bitcoin miner-turned-data center operator, has struck a $9.1 billion compute supply deal with Anthropic, a source tells Barron’s.

Riot Platforms shares are surging on a deal with a big name in AI.

INTC's 25% revenue jump, surging data center sales and AI PC growth point to a stronger recovery, even as margin and China risks persist.

Analysts have the earnings growing into the price, so what a holder is really underwriting is the build-out that has to produce them.

Rackspace Technology (NASDAQ:RXT) reported second-quarter revenue of $670 million, up 1% from a year earlier, as the company outlined an expanded enterprise AI infrastructure strategy built around managed compute, inference and sovereign AI deployments. Chief Executive Officer Gajen Kandiah said th

Bitcoin’s biggest rival for investor attention may no longer be Ethereum (CRYPTO: ETH) or any other cryptocurrency. Increasingly, it’s the AI trade. Bitcoin (CRYPTO: BTC) trades near $64,000, well below its October record above $126,000, while Advanced Micro Devices (NASDAQ:AMD)...

Most of what AMD sells now comes from data center, and management puts the gross margin on the accelerator ramp driving that growth just below average.

AMD and Broadcom both just posted monster AI quarters, but only one of them actually complements an Nvidia position without picking a fight with it. The case for each comes down to a fundamental question about how the datacenter gets built.

Riot Platforms, the Bitcoin miner-turned-data center operator, has struck a $9.1 billion compute supply deal with Anthropic, a source tells Barron’s.

Marvell surged over 145% this year before pulling back sharply, and that gap between peak hype and current price is exactly where the most interesting trades hide. Here is what the numbers say about where MRVL goes from here.

A surprise lease announcement sent Riot Platforms surging after hours, leaving traders scrambling to decide whether a single contract just rewrote the entire valuation story for former Bitcoin miners racing into AI infrastructure.

Two AI power infrastructure stocks are surging in premarket trade after separate catalysts raised the same urgent question: how much runway is left in the race to lock up gigawatts for hyperscale AI.

NVDA's Vera CPU targets agentic AI with faster performance, integrated AI systems and major tech support, challenging Intel and AMD in server CPUs.

The 20-year deal to supply 191 megawatts is reportedly with Anthropic

Anthropic’s $965 billion IPO path rests on the aggressive, multi-layered industrialization of compute. The company has transformed access from a variable cost into a structural moat by diversifying hardware and energy supply across three continents through seven distinct funding mechanisms — effectively decoupling its growth from the supply-chain bottlenecks that throttle competitors tethered to single-cloud […]

Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.

Intel (NASDAQ:INTC) raised $20 billion through an expanded share offering on Tuesday, taking advantage of the sharp rally in its stock to secure additional funding for its capital-intensive push into contract chip manufacturing. The chipmaker priced the offering at $95 per share, representing a 2.

These three companies have seen a lot over the years but still have each been able to increase their dividend payouts for 50-plus consecutive years.

Twelve Nasdaq 100 stocks have doubled in 2026, and not a single the Magnificent Seven is among them. Here is why.

Riot Platforms Inc. (NASDAQ: $RIOT) shares jumped after hours Monday after the company reported second-quarter reve...

These might be the two best chip stocks, period.

(Bloomberg) -- Anthropic PBC has struck a $9.1 billion deal with Riot Platforms Inc., a Bitcoin mining company that recently began selling AI data center capacity, people familiar with the matter said, underscoring the Claude maker’s efforts to secure enough computing to meet its customers’ demand.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman

Screens are very useful tools for investors to filter out the noise, allowing for full focus on preferred parameters.

The energy infrastructure company signed a 15-year turnkey data-center lease with AI cloud provider TensorWave for a facility backed by 222 megawatts of power.

Intel (NASDAQ:INTC) shares have nearly tripled this year, outrunning AMD (NASDAQ:AMD), Nvidia (NASDAQ:NVDA), and the Philadelphia Semiconductor Index’s nearly 75% climb. On August 10, the company said it would sell $15 billion of new stock to fund its push into contract chip manufacturing, and shares fell more than 4% in early trading. That marked a […]

Nvidia confirmed on Monday that it will partner with some of the world's largest financial companies on a $500 billion financing effort to build out artificial intelligence infrastructure. Nvidia will work with Apollo Global Management, Blackstone and Goldman Sachs "to mobilize over $500 billion of third-party capital for the buildout of AI infrastructure over time," a news release said.

AMD suffered from the broad decline of chip stocks last month, as investors grew skeptical of AI spending.

A 20-year lease with Anthropic and a massive asset sale have put one Bitcoin miner at the front of a pack racing to reinvent itself as AI infrastructure, but the real question is whether the stock's already-substantial gain leaves room for what comes next.

Marvell Technology is riding a real data center ramp, but a large slice of the reported profit is behind its multiple sits below the operating line.

AMD added support for Meta's Muse Glimmer 30B model.