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Nvidia just sent a strong signal to AMD and Intel investors

Nvidia just sent a strong signal to AMD and Intel investors

Nvidia's earnings report had a number buried inside that AMD and Intel investors needed to see.
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Jensen Huang just sent Wall Street a message about AGI

Jensen Huang just sent Wall Street a message about AGI

The Nvidia chief posted two numbers. Only one of them is tradable.
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Micron, SanDisk get new aggressive price targets from top analyst

Micron, SanDisk get new aggressive price targets from top analyst

Here's what could happen to MU and SNDK shares next
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Wistron's Shares Decline Following $1.47 Billion Global Depositary Receipt Offering to Fund Raw Material Purchases

Wistron's Shares Decline Following $1.47 Billion Global Depositary Receipt Offering to Fund Raw Material Purchases

Wistron's Shares Decline Following $1.47 Billion Global Depositary Receipt Offering to Fund Raw Material Purchases
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Arm Holdings CEO Rene Haas Predicts Sustained AI Demand Despite Potential Short-Term Market Fluctuations

Arm Holdings CEO Rene Haas Predicts Sustained AI Demand Despite Potential Short-Term Market Fluctuations

Arm Holdings CEO Rene Haas Predicts Sustained AI Demand Despite Potential Short-Term Market Fluctuations
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Global Data Center Spending Projected to Reach $31.6 Trillion by 2050 Driven by AI Demand

Global Data Center Spending Projected to Reach $31.6 Trillion by 2050 Driven by AI Demand

Global Data Center Spending Projected to Reach $31.6 Trillion by 2050 Driven by AI Demand
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ASML Expands Capacity to Meet Surging AI-Driven Semiconductor Demand

ASML Expands Capacity to Meet Surging AI-Driven Semiconductor Demand

ASML Expands Capacity to Meet Surging AI-Driven Semiconductor Demand
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Broadcom Raises AI Chip Revenue Forecast Amid Hyperscaler Demand for Custom Solutions

Broadcom Raises AI Chip Revenue Forecast Amid Hyperscaler Demand for Custom Solutions

Broadcom Raises AI Chip Revenue Forecast Amid Hyperscaler Demand for Custom Solutions
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Nvidia-Backed Firmus Technologies to Construct 360MW AI Data Center in Indonesia

Nvidia-Backed Firmus Technologies to Construct 360MW AI Data Center in Indonesia

Nvidia-Backed Firmus Technologies to Construct 360MW AI Data Center in Indonesia
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Hewlett Packard Enterprise Reports Strong Q2, Driven by AI and Cloud Demand

Hewlett Packard Enterprise Reports Strong Q2, Driven by AI and Cloud Demand

Hewlett Packard Enterprise Reports Strong Q2, Driven by AI and Cloud Demand
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PwC mapped where $31.6T in AI investment will land

PwC mapped where $31.6T in AI investment will land

The first long-range data center forecast points to a shift that could change the global market.
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Dell Reports Record Q2 Revenue and Raises Fiscal 2027 Forecast Driven by AI-Server Demand

Dell Reports Record Q2 Revenue and Raises Fiscal 2027 Forecast Driven by AI-Server Demand

Dell Reports Record Q2 Revenue and Raises Fiscal 2027 Forecast Driven by AI-Server Demand