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A respected investment bank sees gains of over 80% for investors who buy this top AI stock now.

Nvidia CEO Jensen ‌Huang said ‌on Wednesday that Taiwan ​is the "epicentre" of the AI revolution and the island ‌will be ⁠the world's technology manufacturing hub ⁠for a long time to come. Huang ​was ​speaking ​at a ‌launch celebration in Taipei for the chip company's planned Taiwan headquarters, which he ‌said will ​break ground ​this ​year with ‌plans to become ​operational ​in 2030.

The rocket and satellite company is heading for a record-setting debut, but its newly public financials tell a more complicated story.

Investors see Corsair’s AI move as a shift from gaming hardware toward enterprise AI infrastructure.

IREN (NasdaqGS:IREN) agreed to purchase $1.6 billion of Nvidia Blackwell systems from Dell to power its AI data centers in Texas. The company plans to use this hardware to serve previously announced AI cloud contracts at its existing Texas campus. Management has highlighted power grid constraints as a key risk for new AI data centers, with many projects facing multi year delays. IREN points to its pre secured power infrastructure as a key factor in being able to deploy new AI compute...

Nvidia (NVDA) Chief Executive Officer Jensen Huang has publicly called on Super Micro Computer (SMCI) to strengthen its compliance efforts after Taiwanese authorities detained three people accused of making fraudulent declarations tied to AI servers containing Nvidia chips. According to a Bloomberg ...

The Blackwell systems will be installed at its Texas data center.

It's doing very well with a product line crucial to its success.

Goldman Sachs is sounding the alarm on what it sees as a dangerous concentration in the artificial intelligence-driven stock market rally. In a May 15 report, Goldman Sachs strategist Ben Snider said the S&P 500 has climbed 10% this year, but the gains have become heavily concentrated in ...

Data center operator IREN said on Tuesday it has agreed to buy Nvidia's air-cooled ‌Blackwell systems from Dell for about $1.6 billion, as it ‌aims to bring more capacity online to keep up with soaring ​AI demand. The deal is to service its previously announced five-year $3.4 billion cloud AI service contract with Dell, an AI server maker, IREN said in a statement. The Blackwell systems ‌will be set ⁠up across existing data centers at IREN's Childress, Texas, campus, and are expected to be ⁠ready by early 2027.

Fundstrat's Head of Research, Tom Lee, is warning investors that while Big Tech — including Apple, Microsoft, Nvidia and other Mag-7 companies — is out of the woods, a targeted “rolling bear market” is heading for other areas of Wall...

To mark his 60th birthday, Motley Fool co-founder David Garner delivers 60 thoughts on investing, business, and life.

Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 3.5% in the afternoon session after Micron's UBS-led surge ignited a semiconductor rally.

Semiconductors have been the trade of 2026, and the Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) has been the vehicle retail traders keep reaching for. SOXL is up about 291% year to date and roughly 792% over the past year, and inflows have followed the chart. The same math that produced those gains produced a ... SOXL Lost 90 Percent in 2022 While Semiconductors Themselves Fell 35 Percent, And the Daily Reset Math Hasn’t Changed

Long before Micron Technology was one of the hottest commodities in the artificial-intelligence trade, it received $1 million from a potato tycoon named J.R. Simplot. Simplot, who died in 2008, invested in Boise, Idaho-based Micron in the early 1980s while it was still a nascent company in the computer-chip business. Micron on Tuesday crossed $1 trillion in market capitalization, the 12th U.S. company to reach that valuation and the first to be based in Idaho.

A number of stocks jumped in the afternoon session after Micron's UBS-led surge ignited a semiconductor rally.

SpaceX is a highly recognizable name, but that doesn't mean everyone should buy shares.

Amazon cited AI efficiency when it eliminated 16,000 corporate roles. Microsoft cited AI when it cut more than 15,000 positions. Across Big Tech, the explanation for layoffs has become almost predictable: we are doing more with less, and AI is why. Jensen Huang has a problem with that story. And he ...

It provided key details of a closely watched upcoming IPO.

The Latin American digital bank is expanding into Mexico to curb its dependence on Brazil.

So far into 2026, SanDisk (NASDAQ:SNDK) has left most other AI companies looking like corporate afterthoughts. The AI infrastructure cycle has been incredibly rewarding for this company and the rewards keep coming. Those who bought even just one year ago are laughing their way to the bank. The datacenter segment went from rounding error to ... This Tech Stock Minted a New Wave of Millionaires in Just 1 Year | $25k to $1.13M

Target is bouncing back, but Kohl's remains in the penalty box.

The iShares J.P. Morgan USD Emerging Markets Bond ETF (NASDAQ:EMB) is the default vehicle for retirees and income investors seeking higher coupons than U.S. Treasuries without currency risk. EMB holds roughly $13 billion in assets, charges 0.39%, and pays a distribution yield close to 6% on dollar-denominated sovereign bonds from governments like Mexico, Brazil, Indonesia, ... EMB’s 6 Percent Emerging Market Bond Yield Hides Hard Currency Sovereign Default Risk Most Income Investors Have Never M

The bear case on SNPS is structural. Synopsys (NASDAQ:SNPS) gets lumped in with the AI hardware winners because it sells the software that designs the chips. The narrative is clean. The financial model is something else entirely. Synopsys sits inside a duopoly with Cadence (NASDAQ:CDNS) in electronic design automation, plus a semiconductor IP catalog. It also ... Synopsys Is the ‘Growth Trap’ Your Advisor Won’t Warn You About

Cathie Wood's Ark Invest recently invested in two big names in the AI and cryptocurrency spaces.

Huawei claims to have a chip breakthrough, raising new questions about what the Chinese chipmaker can compete in the market. Yahoo Finance Tech Editor Dan Howley joins Market Domination to break down what the new chip could mean for artificial intelligence development, and how it may stack up against Nvidia’s (NVDA) technology.

Centrus gives investors rare exposure to the bottleneck behind nuclear fuel: uranium enrichment. The next hurdle is turning contracts, centrifuge manufacturing, and the Piketon expansion into production capacity.

The Nvidia partner's stock continues its powerful run, and there could be more to come if data center spending continues to grow.

A rival's strong results sent both hardware makers higher. Now their own reports will test whether the AI and PC momentum holds.

The Magnificent Seven's first-quarter earnings are in the books, and the seven companies registered their best profit growth in nearly five years. All remain pillars of the S&P 500 index. Collectively, Mag 7 earnings jumped 63.2% year over year, according to a report from FactSet.