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Arm’s AGI CPUs Put AI Data Center Growth Story In Focus
Simply Wall St.93d agoneutral
Arm’s AGI CPUs Put AI Data Center Growth Story In Focus

Arm Holdings (NasdaqGS:ARM) has introduced its Arm AGI CPU platform, aimed at agentic AI workloads in data centers. Major cloud providers and hyperscalers, including Nvidia, are adopting the architecture, signaling broad industry support. Arm expanded its collaboration with Red Hat to deliver integrated AI hardware and software stacks for data center and hybrid cloud use. For investors watching AI infrastructure, NasdaqGS:ARM now sits at the center of a key shift as its designs gain...

Why Fortinet (FTNT) Is Up 5.9% After Expanding NVIDIA‑Powered FortiAIGate AI Security Capabilities
Simply Wall St.93d agoneutral
Why Fortinet (FTNT) Is Up 5.9% After Expanding NVIDIA‑Powered FortiAIGate AI Security Capabilities

Earlier in May 2026, Fortinet announced it is accelerating its FortiAIGate solution using NVIDIA’s AI platforms to secure real-time AI workloads across data centers and the cloud, with deployment options spanning on‑premises, hybrid, and edge environments. By combining NVIDIA’s GPU acceleration with FortiAIGate’s zero‑trust guardrails for large language models and autonomous agents, the partnership directly targets enterprises’ concerns around AI security, data sovereignty, and...

Coherent NVIDIA Pact Links AI Optics Growth With Stretched Valuation Metrics
Simply Wall St.93d agoneutral
Coherent NVIDIA Pact Links AI Optics Growth With Stretched Valuation Metrics

Coherent (NYSE:COHR) announced a multi year partnership with NVIDIA that includes a planned US$2b investment. The agreement focuses on expanding optical component supply, research and development, and U.S. manufacturing capacity. The partnership is tied to growing AI driven demand for datacenter and communications products. Coherent operates in optical and laser technologies that are used in high speed communications, AI compute, and advanced manufacturing. The new agreement with NVIDIA...

AI just minted 19 new billionaires worth $59 billion
TheStreet93d agoneutral
AI just minted 19 new billionaires worth $59 billion

Money has a way of finding the people building tomorrow's tools before the rest of us notice. That was true in the dotcom boom, in the smartphone era, and again in the social media land grab a decade later. The AI boom looks different, at least so far. For the last three years, almost every story ...

Veteran investor names the next 'NVIDIA' before AI boom
TheStreet93d agoneutral
Veteran investor names the next 'NVIDIA' before AI boom

Veteran investor and Bitwise advisor Jeffrey Park has identified what he believes could become the next "NVIDIA,” highlighting growing investor appetite for the next breakout technology play. Park wrote a long X post on May 24, in which he pointed to crypto as a technology that is bound to surge, ...

NVIDIA (NVDA): The Best High Growth Stock to Buy and Hold for the Next Decade
Insider Monkey93d agobullish
NVIDIA (NVDA): The Best High Growth Stock to Buy and Hold for the Next Decade

NVIDIA Corporation (NASDAQ:NVDA) is one of the 15 High Growth Stocks to Buy and Hold for the Next Decade. On May 20, 2026, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang said the company has “largely conceded” China’s AI chip market to Huawei as U.S. export restrictions continue reshaping the global semiconductor landscape. Speaking to CNBC’s Sara […]

Stifel Raises its Price Target on Marvell Technology (MRVL)
Insider Monkey93d agoneutral
Stifel Raises its Price Target on Marvell Technology (MRVL)

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 15 High Growth Stocks to Buy and Hold for the Next Decade. On May 22, 2026, Stifel raised the firm’s price target on Marvell Technology, Inc. (NASDAQ:MRVL) to $210 from $140 and kept a Buy rating on the shares. Nvidia partnership and hyperscaler capex raises reinforce the […]

Intel CEO Touts Balance Sheet Progress, Foundry Gains and AI CPU Demand
MarketBeat93d agoneutral
Intel CEO Touts Balance Sheet Progress, Foundry Gains and AI CPU Demand

Intel (NASDAQ:INTC) Chief Executive Officer Lip-Bu Tan said the company has made progress on strengthening its balance sheet, improving execution and rebuilding customer trust, while acknowledging that its foundry ambitions remain a long-term effort. Speaking with J.P. Morgan semiconductor analyst

Kevin Warsh Inherits a Fed That Wall Street Has Almost Stopped Talking About
24/7 Wall St.93d agoneutral
Kevin Warsh Inherits a Fed That Wall Street Has Almost Stopped Talking About

Kevin Warsh was sworn in as Federal Reserve Chairman this week, and the most striking thing about his arrival is how little Wall Street seems to care. On CNBC’s Halftime Report Friday, one host captured the moment with a line worth holding onto: “The Fed is not the first or second or third sentence of ... Kevin Warsh Inherits a Fed That Wall Street Has Almost Stopped Talking About

The Anatomy of a Disconnect: How $4.35 Trillion in Corporate Profits Cleared the Way for Record Highs
24/7 Wall St.93d agobullish
The Anatomy of a Disconnect: How $4.35 Trillion in Corporate Profits Cleared the Way for Record Highs

Morgan Stanley’s Andrew Slimmon, who runs the firm’s Global Strategies group, delivered a contrarian message on Barron’s Streetwise podcast that cuts against the prevailing wisdom on Wall Street. The most common question he hears from individual investors right now: “I don’t get why the stock market is at an all-time high.” His answer reframes the ... The Anatomy of a Disconnect: How $4.35 Trillion in Corporate Profits Cleared the Way for Record Highs