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The power business now earns more profit than the famous yellow machines do.

Monthly revenue at Taiwanese contract electronics manufacturer Foxconn hit a record ‌in July, surpassing T$900 billion ($27.93 billion) for ‌the first time as strong demand for AI products boosted sales, ​the company said on Wednesday. Foxconn, a major supplier to Nvidia and Apple, said revenue last month rose 54.2% from a year earlier to T$946.5 billion. Its cloud ‌and networking products division, ⁠which includes AI servers, saw strong growth, benefiting from "strong pull-in momentum for AI ⁠products", the company said.

Michael Burry warns of a 1987-type crash and keeps Nvidia and Tesla shorts as the S&P 500 hits a record high.

With a recent modest payout increase, Enterprise Products extends its status as one of the most venerable dividend names in the midstream space.

These growth stocks have more reasonable valuations.

Wood continues to bet big on Tesla's disruptive potential.

Before you rush to buy the dip or sell in panic, here's what really caused the sell-off, and whether now is finally a good time to start buying.

CoreWeave and Nebius both court the same hyperscaler clients with NVIDIA hardware at their core, yet their financial blueprints point toward completely opposite fates if GPU pricing shifts or interest rates bite.

Everyone is watching AI chipmakers, but the real battle may be unfolding in memory, and SK Hynix is leading the charge.

Every dollar hyperscalers spend building alternatives to Nvidia has to go somewhere, and one company keeps collecting it across custom silicon, switch fabric, and AI networking without most investors noticing.

AMD just posted data center revenue that more than doubled, yet one rival may pose a far greater existential threat to Nvidia without ever competing directly for a single GPU sale.

SpaceX is ramping up spending, and that could mean big things for Micron.

Now is the time to buy hyperscaler stocks as they start to break out.

(Bloomberg) -- Shares of SK Hynix Inc. advanced, lifted by an overnight rally in US chipmakers and speculation that the Korean firm may soon unveil buybacks and other details of a broader shareholder return plan. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersIran Weighs Allowing Europe to Clear Mines in Strait of HormuzTrump Discusses Iran W

The data management specialist is partnering with an artificial intelligence (AI) leader.

Both companies view robotics as a big part of their future, but Nvidia has some advantages that Tesla doesn't.

Elon Musk said SpaceX will buy chips exclusively from Nvidia going forward, passing on rival Advanced Micro Devices.

In its most recent quarter, Microsoft Cloud's revenue was $59.3 billion, up 27% year over year,

The space, satellite broadband, and AI company made a surprise announcement regarding the AI chipmaker.

Broader headwinds in the AI sector weighed on ASML as well as a pair of key news reports.

Alphabet’s stock is down double digits after it reported negative free cash flow in the second quarter. What does that mean for big tech, neoclouds, and the entire supply chain?

Micron's management believes demand will outstrip supply until at least 2028.

Is Chipotle facing another food safety crisis?

Elon Musk said on Tuesday SpaceX will build its AI infrastructure exclusively on Nvidia chips going forward.

About 12% a year for six years gets it done. The hard part is a $200 billion spending program.

Apple is entering a new era, but it should remain a market-beater over the long run.

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