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Wall Street Shifts AI Investment Focus from Nvidia to Intel, AMD, and Micron Amid Infrastructure Expansion

Wall Street Shifts AI Investment Focus from Nvidia to Intel, AMD, and Micron Amid Infrastructure Expansion

Wall Street Shifts AI Investment Focus from Nvidia to Intel, AMD, and Micron Amid Infrastructure Expansion
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Jim Cramer Highlights Potential 'Seismic Shift' in AI with Nvidia and Corning Partnership

Jim Cramer Highlights Potential 'Seismic Shift' in AI with Nvidia and Corning Partnership

Jim Cramer Highlights Potential 'Seismic Shift' in AI with Nvidia and Corning Partnership
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Nvidia's $2.1 Billion Investment in IREN to Boost AI Infrastructure

Nvidia's $2.1 Billion Investment in IREN to Boost AI Infrastructure

Nvidia's $2.1 Billion Investment in IREN to Boost AI Infrastructure
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Jim Cramer Highlights Potential 'Seismic Shift' in AI with Nvidia-Corning Partnership

Jim Cramer Highlights Potential 'Seismic Shift' in AI with Nvidia-Corning Partnership

Jim Cramer Highlights Potential 'Seismic Shift' in AI with Nvidia-Corning Partnership
Reuters Reuters
Exclusive-SK Hynix flooded with unprecedented offers from big tech firms to secure chip supplies

Exclusive-SK Hynix flooded with unprecedented offers from big tech firms to secure chip supplies

By Heekyong Yang, Fanny Potkin and Hyunjoo Jin SEOUL/SINGAPORE, May 8 (Reuters) - SK Hynix is being aggressively courted by big global tech firms with offers to invest in its new production lines and fund purchases of pricey manufacturing tools as they rush to secure memory chips, people familiar
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Nvidia and Corning Partnership Signals Major Shift in AI Infrastructure

Nvidia and Corning Partnership Signals Major Shift in AI Infrastructure

Nvidia and Corning Partnership Signals Major Shift in AI Infrastructure
Reuters Reuters
AMD forecast sparks AI‑driven rally in US chipmaker stocks

AMD forecast sparks AI‑driven rally in US chipmaker stocks

By Rashika Singh May 6 (Reuters) - U.S. semiconductor stocks rose on Wednesday as Advanced Micro Devices' strong outlook boosted investor confidence about sustained demand for AI infrastructure and that a shift toward CPUs would spur the next leg of spending.
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Super Micro Projects Strong Q4 Revenue Amid AI Server Demand

Super Micro Projects Strong Q4 Revenue Amid AI Server Demand

Super Micro Projects Strong Q4 Revenue Amid AI Server Demand
Reuters Reuters
Morning Bid: End in sight?

Morning Bid: End in sight?

By Mike Dolan May 6 (Reuters) - What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets Oil prices slumped and global stocks surged after reports that the U.S. and Iran were nearing a one-page memorandum to end the war in the Gulf.
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AMD Reports Strong Q1 Earnings, Surpassing Wall Street Expectations

AMD Reports Strong Q1 Earnings, Surpassing Wall Street Expectations

AMD Reports Strong Q1 Earnings, Surpassing Wall Street Expectations
Reuters Reuters
US stock index futures rise on Middle East peace hopes, AI optimism

US stock index futures rise on Middle East peace hopes, AI optimism

May 6 (Reuters) - Wall Street futures climbed on Wednesday, buoyed by hopes of a U.S.-Iran peace agreement and unrelenting optimism around artificial intelligence.
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Arm Holdings Reports Strong Quarter but Faces Stock Decline Amid CPU Market Surge

Arm Holdings Reports Strong Quarter but Faces Stock Decline Amid CPU Market Surge

Arm Holdings Reports Strong Quarter but Faces Stock Decline Amid CPU Market Surge