The compute build-out: chips, data centres, model labs and the capex cycle funding them.
237 report(s) in the archive
ARK trimmed two AI software winners while adding $3.35 million to a flying-taxi startup and defending Tesla and bitcoin against bearish calls.
ARK sold its Palantir and AMD positions and put $3.35 million into Archer Aviation, while Wood publicly pushed back on a 'dead cat' bitcoin warning and kept Ark's core Tesla stake despite Tesla trailing every other Magnificent Seven stock in 2026.
Broadcom's sales have more than doubled in two years while Applied Materials posted only modest gains despite three straight quarterly increases.
Applied Materials now generates $9.1 billion in quarterly revenue after three consecutive quarterly gains, but that growth trails Broadcom, whose revenue has more than doubled in two years on AI demand.
A global memory shortage is pulling both an established leader and a new Chinese challenger into an expanding market.
SK Hynix shares surged as a global memory chip shortage tightened supply, while China's CXMT is preparing a flash-memory push aimed at Samsung and YMTC.
Researchers used rival Anthropic's models to hack into OpenAI's systems, a disclosure that lands just as SoftBank prepares to test investor appetite for its AI infrastructure bet.
A security firm breached OpenAI using tools built on Anthropic's models, a disclosure that surfaced as SoftBank's SB Energy prepares a $50 billion data-centre listing tied to Masayoshi Son's AI strategy.
Arm's chief executive says orders are "off the charts," while cloud provider Nebius is raising prices for Nvidia GPU access starting in October, both pointing to the same bottleneck: not enough chip capacity.
Arm's CEO says chip demand is outstripping manufacturing capacity, and Nebius is raising Nvidia GPU rental prices from October as a result.
Early-stage discussions could see SK Hynix use Intel's US factories to make memory chips, a potential foothold in Intel's stalled foundry turnaround.
Intel stock rose after a report that SK Hynix is in early talks to manufacture memory chips at Intel's U.S. plants.
Piper Sandler flags weakening market breadth while Michael Burry bets against Nvidia and Palantir, even as BlackRock says stay invested in AI.
Piper Sandler warned that market breadth — how many stocks are participating in gains versus a handful of leaders — is weakening even as strategists disagree on whether to stay long the AI trade.
Beijing's 2026-2030 electronics plan is fueling gains in chipmakers and electronics names, with SMIC and Hua Hong both drawing investor attention as potential winners.
Chinese chipmaker and electronics stocks rose on expectations that Beijing's newly shaped five-year plan for 2026-2030 will direct fresh state support toward the semiconductor sector.
A deal would mark the first time SK Hynix produces memory chips on US soil, according to people familiar with the talks.
SK Hynix is discussing a potential arrangement with Intel to manufacture memory chips in the United States for the first time, Reuters reported, citing sources familiar with the matter.
Chip names showed the split most clearly, with Micron's bulls pushing back against a prior-session selloff even as Broadcom's AI-driven valuation drew fresh skepticism.
U.S. stocks are being driven by two competing forces at once, according to market commentary: continued optimism over AI spending, and unease tied to Iran-related geopolitical risk.
The halt targets new capacity even as manufacturers' mood in neighboring Japan hits a near five-year high on semiconductor demand.
China has stopped approving new battery storage plants, a move that could slow capacity growth in a sector that has been expanding rapidly.
Semiconductor industry revenue is projected to hit $1.5 trillion this year, with memory chips now the primary driver rather than logic or processors.
Memory chipmakers, led by Micron, are capturing the bulk of a projected $1.5 trillion semiconductor market this year as AI data center buildouts consume chip supply.
Super Micro rose 4% and Hewlett Packard Enterprise 5%, yet coverage questions whether both stocks have already guided away their upside.
Super Micro Computer climbed 4% and Hewlett Packard Enterprise advanced 5% following results, but analysts are questioning whether the margin improvement driving the moves has already been guided into forward estimates.
The Japanese chip-equipment maker posted a soft first quarter but told investors to expect a record year.
SCREEN Holdings lifted its full-year guidance to a record level even as it reported a soft first quarter for fiscal 2027.
Applied Digital has locked in $36 billion of 15-year rent contracts, but almost none of that cash arrives until new data centers are finished.
Applied Digital has signed roughly $36 billion in 15-year contracted rent, yet the company will collect almost none of it until 2029, leaving a multi-year gap that depends on billions more in construction being completed on schedule.
Both memory-chip maker Micron and processor maker AMD are drawing doubts even after strong recent runs, with Micron struggling to reclaim June highs.
Micron has been unable to get back to the highs it hit in June, while Wall Street is voicing broader worry about AMD despite bullish long-term arguments.
Gains in chipmakers pushed Asian indices higher even as oil prices and shifting Federal Reserve rate-cut expectations kept traders cautious.
Asian stocks rallied on strength in chipmaker shares, even as oil moves and Fed rate-cut bets kept some risk in view.
One data-center operator's revenue doubled in two quarters while the other's fell 43% from its peak, widening the gap between AI infrastructure players.
Applied Digital's revenue has doubled over two quarters even as IREN's has fallen 43% from its peak, a widening split between two data-center operators competing for AI workloads.
A decade-long spending commitment to Amazon's cloud unit is large enough to show up in Anthropic's own IPO paperwork, expected within days.
Anthropic has committed more than $100 billion in spending to Amazon Web Services over ten years, a sum equal to roughly a fifth of the cloud unit's total contracted future revenue.
Analyst Rinny Singh reiterated a bullish price target on the small-modular-reactor developer, betting on continued momentum in nuclear power demand tied to data centers.
Bank of America analyst Rinny Singh set a price target implying a 23.7% gain for NuScale Power over the next 11 months.