The compute build-out: chips, data centres, model labs and the capex cycle funding them.
237 report(s) in the archive
The AI chipmaker's stock moved higher before the open after OpenAI chief Sam Altman referenced the company, though neither side detailed any new commercial agreement.
Cerebras Systems shares rose in premarket trading on October 5 following comments from OpenAI CEO Sam Altman, extending a string of AI-chip gains over the session.
Multiple analysts argue Micron's surging revenue and earnings growth leave the stock undervalued, even as some urge waiting for a pullback.
Several analysts this week made the case that Micron's memory chip growth is accelerating faster than its stock price reflects, though one flagged valuation risk after the recent run.
Despite a report framed by some as validating an AI memory supercycle, investors gave Micron shares a muted response, and one analysis points to a cost issue as the reason.
Micron's latest earnings report drew a tepid investor reaction despite bullish framing elsewhere, with analysis pointing to an overlooked cost headwind as a likely explanation.
Analysts are pointing to Micron's financing structure and its 500% twelve-month share gain as evidence that AI-driven chip demand still has room to run.
Micron has gained 500% over the past twelve months after a string of strong results, and analysts are now framing both its financing position and TSMC's upcoming Q3 report as signals of continued strength in AI-linked chip demand.
The panel must deliver a risk assessment within 120 days, putting a clock on potential federal rules for AI developers.
The White House has formed an AI task force led by former SEC chairman Jay Clayton, with a report on technology risks due in 120 days.
Seven separate executives and officers at the AI cloud company reported stock sales, ranging from six-figure tax withholdings to a $6.89 million disposal by the CEO.
At least seven CoreWeave executives, including CEO Michael Intrator, CSO Brian Venturo and CFO Nitin Agrawal, filed stock sales in recent disclosures, with amounts ranging from $350 to $6.89 million.
The company completed a critical phase of one of its advanced data center complexes, lifting the stock on October 2, 2026.
Applied Digital stock popped 5% after the company completed a critical phase in one of its advanced data center complexes.
Evercore's upgrade of electrical-equipment maker Legrand and a Micron price-target hike show the AI buildout trade broadening into memory and power infrastructure.
Evercore upgraded Legrand on datacenter growth while cutting Siemens on margin concerns, and CLSA raised its Micron price target on a stronger memory pricing outlook, as Nvidia shares also advanced.
Evercore ISI upgraded the French electrical equipment maker the same day it lifted its outlook, citing traction in data center infrastructure.
Legrand upgraded its guidance as its data center equipment offering gains traction, prompting Evercore ISI to raise its rating on the stock.
The chipmaker is raising capital to fund a custom AI chip program for the OpenAI rival, Bloomberg reported.
Broadcom is amassing roughly $60 billion to fund the production of AI chips designed for Anthropic, according to Bloomberg.
The Japanese investor finished the final tranche of its OpenAI stake, but investors sold the stock rather than cheered the milestone.
SoftBank completed the final phase of its $30 billion investment in OpenAI, and its shares slid on the news rather than rose.
The company says newly signed contracts put it on a path to $1 billion in annual revenue, though the timeline for reaching that target wasn't specified.
ChronoScale stock rose after the company announced new AI contracts and set a $1 billion revenue target.
A Seeking Alpha contributor said they are adding to a short position in AMD despite the shares trading at all-time highs.
A short-focused analysis argued AMD's valuation has outrun its fundamentals even as the stock trades at all-time highs, prompting the author to expand a short position.
Susquehanna and Evercore ISI both raised targets following Accenture's fiscal fourth-quarter report, pointing to accelerating AI-related bookings.
Evercore ISI lifted its Accenture price target to $250, citing AI-driven growth, hours after the company's Q4 2026 earnings call and a separate Susquehanna target increase.
Analysts say the chipmaker's favorable outlook was already priced in before Thursday's print.
Micron's results showed the ongoing memory chip shortage benefiting the company, but the stock did not rally because expectations had already climbed that high.
The WeChat owner's deal gives it access to Oracle's regional data centers as it races ByteDance and Alibaba on AI infrastructure, the Financial Times reported.
Tencent has agreed to lease 100,000 chips from Oracle for roughly $7 billion to expand its AI computing capacity, according to the Financial Times.
Reuters and other sources say the Taiwanese chipmaker is evaluating a new investment in Texas, adding to its existing Arizona buildout.
TSMC is evaluating a potential investment in Texas to expand U.S. chip production, according to Reuters, as the company's revenue growth continues to outpace peers like Applied Materials.
The chip-design software maker's stock rose after it announced arrangements with two major partners at its analyst and investor day.
Synopsys stock rose nearly 5% in the September 30 session after the company disclosed new arrangements with two prominent partners at its investor day.
The chipmaker's fiscal fourth-quarter results beat Wall Street estimates, with executives warning that AI-driven demand is outstripping memory chip supply.
Micron's fiscal Q4 2026 revenue more than quadrupled year-over-year, beating estimates, as AI demand pushed memory chip supply into a tightening squeeze.
The partnership pairs Synopsys's chip-design software with OpenAI's models, a move investors are still trying to price in.
Synopsys and OpenAI agreed to jointly develop an AI model aimed at chip design work, a deal that puts Synopsys deeper into the AI infrastructure race.