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AXTI Stock Shows Premium Valuation Amidst Strong Performance and AI Data Center Demand

AXTI Stock Shows Premium Valuation Amidst Strong Performance and AI Data Center Demand

AXTI Stock Shows Premium Valuation Amidst Strong Performance and AI Data Center Demand
Reuters Reuters
Analysis-Big investors hunt for tomorrow's AI winners as capex angst fades

Analysis-Big investors hunt for tomorrow's AI winners as capex angst fades

By Danilo Masoni MILAN, Aug 17 (Reuters) - The rally in AI-linked stocks that marked the latest earnings season has shifted the focus of the AI investment story from whether Big Tech's spending spree will pay off to the kind of companies that will deliver returns over the longer term, investors say.
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Michael Burry Warns of $3 Trillion AI Spending Risk for Big Tech, Citing Off-Balance-Sheet Commitments

Michael Burry Warns of $3 Trillion AI Spending Risk for Big Tech, Citing Off-Balance-Sheet Commitments

Michael Burry Warns of $3 Trillion AI Spending Risk for Big Tech, Citing Off-Balance-Sheet Commitments
TheStreet TheStreet
Nvidia just took a very serious step on SpaceX stock

Nvidia just took a very serious step on SpaceX stock

There is a version of the AI trade that everyone can see. Nvidia sells chips. Hyperscalers buy chips. The money flows one direction. It's a clean story. The SEC filing Nvidia dropped on August 14 tells a different version of that story, one where the chip supplier is also one of the largest ...
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High-Yielding Dividend Stocks Offer Investment Opportunities Amidst Market Dominance by AI and Hyperscaler Trades

High-Yielding Dividend Stocks Offer Investment Opportunities Amidst Market Dominance by AI and Hyperscaler Trades

High-Yielding Dividend Stocks Offer Investment Opportunities Amidst Market Dominance by AI and Hyperscaler Trades
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Billionaire Investors Stanley Druckenmiller, David Tepper, and Peter Thiel Significantly Increase Amazon Holdings

Billionaire Investors Stanley Druckenmiller, David Tepper, and Peter Thiel Significantly Increase Amazon Holdings

Billionaire Investors Stanley Druckenmiller, David Tepper, and Peter Thiel Significantly Increase Amazon Holdings
TheStreet TheStreet
Workday’s $51 billion takeover talks could reset the software trade

Workday’s $51 billion takeover talks could reset the software trade

For much of 2026, software investors have been grappling with a terrifying question: What if artificial intelligence makes many of the apps that firms have spent decades buying considerably less valuable? If Workday (WDAY) is acquired, that argument could lead Wall Street to reconsider how far it ...
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HIVE Digital Technologies Stock Surges Following $350 Million Nvidia AI Cloud Contract

HIVE Digital Technologies Stock Surges Following $350 Million Nvidia AI Cloud Contract

HIVE Digital Technologies Stock Surges Following $350 Million Nvidia AI Cloud Contract
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JPMorgan Initiates Overweight Rating on Salesforce, Citing Overblown AI Disruption Fears

JPMorgan Initiates Overweight Rating on Salesforce, Citing Overblown AI Disruption Fears

JPMorgan Initiates Overweight Rating on Salesforce, Citing Overblown AI Disruption Fears
Reuters Reuters
Anthropic revenue run rate tops $65 billion, source says

Anthropic revenue run rate tops $65 billion, source says

Aug 17 (Reuters) - Anthropic's annual revenue run rate topped $65 billion by the end of July, a person familiar with the matter said on Monday, underscoring the Claude creator's rapid growth ahead of a potential public listing later this year.
Reuters Reuters
Trading Day: Bonds play the blues

Trading Day: Bonds play the blues

By Jamie McGeever ORLANDO, Florida, Aug 17 (Reuters) - Long-dated government bond yields around the world rose on Monday to levels not seen in decades. This weighed on stocks, which were also pressured by deepening skepticism around a U.S.-Iran peace deal and oil prices rising to a six-week high.
TheStreet TheStreet
A $72 billion forecast just raised the stakes for the AI trade

A $72 billion forecast just raised the stakes for the AI trade

In the midst of all the discussion about whether the artificial intelligence boom is getting too pricey, Super Micro Computer (SMCI) just revealed a number that’s difficult to ignore. The AI server specialist expectsfiscal 2027 revenue of $65 billion to $72 billion, dramatically above the $52.5 ...