The compute build-out: chips, data centres, model labs and the capex cycle funding them.
237 report(s) in the archive
A Seeking Alpha analysis argues investors chasing Marvell's pullback after Q2 results are moving too fast.
An analysis published after Marvell's fiscal Q2 report argues that buying the stock's dip is premature, even as other coverage floats Marvell as a potential $100 billion AI stock.
The sale, aimed at letting staff cash out, sets up a possible IPO valuation north of $1 trillion.
OpenAI completed a $7 billion share sale that values the company at $852 billion, with a future IPO potentially pushing that figure past $1 trillion.
Chip stocks led declines across the region after Fed governor Kevin Warsh revived rate-hike expectations and oil prices rose on a US-Iran military exchange.
Asia chip stocks fell as comments from Fed governor Kevin Warsh reviving rate-hike bets combined with an oil-price jump tied to a US-Iran military exchange to trigger a risk-off session.
The pipeline operator's growing role feeding gas-fired power to data centers positions it as a lesser-known beneficiary of AI infrastructure spending.
Energy Transfer is emerging as one of the largest natural gas suppliers to AI data centers, according to Motley Fool analysis, positioning it as an overlooked AI infrastructure play.
Yahoo Finance reports the index's advance is being driven overwhelmingly by Microsoft and Nvidia, even as JPMorgan stays bullish on the broader market.
The S&P 500 keeps setting records, but Yahoo Finance's reporting says Microsoft and Nvidia are effectively carrying the entire index higher.
Nvidia's latest results underline how much ground rivals must close in AI chips, according to Yahoo Finance and The Motley Fool coverage of the print.
Nvidia's second-quarter results were strong enough that two separate outlets framed them as bad news specifically for AMD and Intel, not just a win for Nvidia.
A strong week of subscription-software earnings is undercutting the year-long fear that AI assistants would gut the software-as-a-service business model.
Commentators are calling the months-long 'saaspocalypse' scare overdone after a strong week of software earnings, with one analysis saying the sector's rally could extend through October.
CEO Hock Tan has not changed his forecast of more than $100 billion in AI revenue by 2027, but the market is now paying a quarter less for it.
Broadcom stock trades 25% below its high even though Hock Tan's 2027 AI revenue guidance of over $100 billion has not moved since June, while the market prices AMD's less-certain AI chip challenge very differently.
The billionaire investor's move suggests a bet on different links in the artificial intelligence hardware supply chain rather than on AI broadly.
Stanley Druckenmiller sold his Broadcom position and moved into other artificial intelligence companies, a shift framed as a rotation within the AI compute supply chain rather than a retreat from the theme.
Nvidia guided gross margin lower for the next two quarters, a signal analysts say benefits memory-chip maker Micron.
Nvidia's CFO said gross margin will compress over the next two quarters as AI chip costs rise, a dynamic The Motley Fool says makes Micron a beneficiary rather than Nvidia.
The end of the partnership follows SpaceX's acquisition of Cursor, leaving the coding-assistant startup without one of its key model suppliers.
OpenAI will end its partnership with Cursor after SpaceX acquired the AI coding startup, cutting off Cursor's access to OpenAI's models.
H.C. Wainwright reiterated a Buy rating and $90 price target on AI revenue growth, even as analysts flag the strategy shift as high-risk.
H.C. Wainwright reiterated its Buy rating on IREN with a $90 price target, citing growing AI revenue, while independent analysis calls the stock's pivot from bitcoin mining to AI cloud computing a high-risk, high-reward bet.
Citizens stuck with its AI-cloud thesis on IREN the same day the stock fell on rising transition costs.
IREN shares fell 8% after costly infrastructure spending tied to its shift into AI cloud services weighed on profitability, even as Citizens reiterated its rating on the stock.
The ruling found the Trump administration violated the AI company's First Amendment rights by punishing it over military use of its models.
A federal judge in California ruled late in the session that the Trump administration's blacklisting of Anthropic was illegal, siding with the AI lab in its dispute with the Pentagon.
Goldman Sachs held its price target at $195 even after the chipmaker's upgraded guidance, and MarketWatch says the July-quarter results didn't clear a high enough bar.
Marvell boosted its forecasts following July-quarter results, but Goldman Sachs kept its price target unchanged at $195, and MarketWatch reported the update wasn't enough to lift the stock.
SpaceX's $100 billion spaceport plan and warnings that AI spending is propping up US growth point to the same funding strain.
Analysts flagged that SpaceX will need to raise significant debt to fund its $100 billion spaceport plan, the same week a separate analysis argued AI spending is one of the few things keeping the US economy growing.
The AI lab is now running its compute strategy on two rival chipmakers at once, a month after committing tens of billions to AMD.
Anthropic signed a $45 billion Nvidia-powered compute lease just one month after committing tens of billions of dollars to AMD chips, spreading its infrastructure bet across both major chipmakers.
ServiceNow and Adobe rallied alongside Salesforce as investors read the results as evidence software demand is holding up.
Salesforce shares soared 14% after its Q2 2027 earnings call, with management pointing to a new AI product tie-up dubbed Claudeforce and a raised guidance outlook.
BMO, Stifel and Mizuho each lifted their targets, citing AI product momentum and demand strength.
Three separate brokerages raised their price targets on Salesforce in the same period, all pointing to AI-driven demand as the reason.
The chipmaker's results and outlook lifted technology stocks broadly and pulled bitcoin higher in the same session.
Nvidia shares rose 8% after an earnings beat and strong outlook, and the move spilled over into bitcoin and AI infrastructure names.