Nvidia (NVDA +2.33%) will report earnings after the market closes on May 20. On average, the Wall Street analysts covering ...

Wall Street used to obsess over quarterly cloud growth. Now it’s tracking power consumption, GPU shipments, and data-center ...

Nvidia (NASDAQ:NVDA | NVDA Price Prediction) led the first wave of AI enthusiasm with its powerful GPUs. Investors piled in ...

Sales of Intel's central processing units and custom AI processors are gaining traction as AI inference workloads grow.

Amazon, Microsoft, Google, and Meta announced a $710 billion AI investment by 2026. NVIDIA remains at 99.6% YES to be the ...

BofA raised Micron’s price target to $950, citing strong AI memory demand. Micron unveiled new 256GB DDR5 modules for AI ...

The AI arms race is getting expensive fast. Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Amazon ...

Beijing sharpened its criticism of the US MATCH Act, which would tighten chip-equipment export controls and bind Japan and the Netherlands to a 150-day deadline.

Micron posted record fiscal Q2 2026 revenue of $23.86 billion and gross margins of 74.4%, matching Nvidia’s profitability, driven by surging demand for high-bandwidth memory in AI infrastructure. The ...

Micron Technology posted record fiscal Q2 2026 revenue of $23.86 billion and gross margins of 74.4%, equaling Nvidia’s profitability, driven by booming demand for high-bandwidth memory (HBM) in AI ...

Piper Sandler analyst James Fish lowered his price target on Fastly (NYSE:FSLY) stock to $27 from $30, while keeping a Neutral rating after a Q1 FY2026 print the firm described as “more in-line vs.

Two industrial bellwethers are putting up tech-like returns in 2026, and the catalyst is hiding in plain sight: power for the ...