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It costs you nothing: SPAN CEO talks AI data center nodes for homes
Yahoo Finance Video106d agoneutralVIDEO
It costs you nothing: SPAN CEO talks AI data center nodes for homes

SPAN.IO CEO Arch Rao sits down with Asking for a Trend Anchor Josh Lipton how much it will cost American homeowners to install AI data center into their homes — powered by unused energy from the grid — highlighting the benefits and biggest challenges of scale around this endeavor.

Nvidia Stock’s 7-Day Winning Streak Has Room to Run
Barrons.com106d agoneutral
Nvidia Stock’s 7-Day Winning Streak Has Room to Run

Nvidia stock is finally breaking out in a big way. It has recorded seven consecutive days of gains, rising 20% over the period, although the stock was down 1% in premarket trading Friday. UBS analyst Timothy Arcuri raised his target price on Nvidia to $275 from $245 in a research note previewing the report, maintaining a Buy rating.

Bloomberg107d agoneutral
Trump Traded Nvidia, Boeing, Intel in Flurry of Transactions

(Bloomberg) -- President Donald Trump’s latest financial disclosures show that he made a slew of stock and bond purchases with major American companies in the first quarter of the year totaling in the tens of millions of dollars and possibly more. Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That Chi

Lumentum’s AI Optics Demand And NVIDIA Deal Reshape Valuation Debate
Simply Wall St.107d agoneutral
Lumentum’s AI Optics Demand And NVIDIA Deal Reshape Valuation Debate

Lumentum Holdings (NasdaqGS:LITE) has reported a surge in demand for AI-focused optical components, supported by multi-year purchase agreements tied to next-generation data center buildouts. The company plans to expand manufacturing capacity after indicating its optical capacity is effectively sold out through 2028. NVIDIA has announced a $2b investment in Lumentum, reinforcing their partnership around critical AI optical infrastructure. These developments come as industry-wide optical...