Explore

TheStreet TheStreet
AI infrastructure stock surges after landing massive $2.8B win

AI infrastructure stock surges after landing massive $2.8B win

Some contract announcements move stocks. And then there are the ones that reframe an entire investment thesis. We saw the latter on a Monday, July 20. IREN Limited (IREN) was trading up more than 21% to $40.57 as of July 20 midday, according to Yahoo Finance. That’s after the Australia-based ...
TheStreet TheStreet
Jensen Huang's staggering $4 trillion bet shifts Nvidia

Jensen Huang's staggering $4 trillion bet shifts Nvidia

The warehouses of computer servers powering artificial intelligence are growing so fast that their electricity appetite is beginning to reshape household budgets.  The CEO of the company supplying most of the hardware in those facilities just laid out a projection that makes the current ...
FactFable FactFable
The Real Cost of AI Ambition Hidden Inside Google Earnings

The Real Cost of AI Ambition Hidden Inside Google Earnings

Beyond the impressive revenue figures in Google's earnings lies a staggering investment in AI, with hidden costs in infrastructure, talent, and energy.
Trendline Trendline
Super Micro Reports Higher Margins and Record Orders Following SpaceX Collaboration

Super Micro Reports Higher Margins and Record Orders Following SpaceX Collaboration

Super Micro Reports Higher Margins and Record Orders Following SpaceX Collaboration
Trendline Trendline
Nebius Stock Surges Nearly 19% Following Nvidia's Significant Stake in Neocloud

Nebius Stock Surges Nearly 19% Following Nvidia's Significant Stake in Neocloud

Nebius Stock Surges Nearly 19% Following Nvidia's Significant Stake in Neocloud
Trendline Trendline
Iren Limited Stock Surges Amid AI Infrastructure Growth

Iren Limited Stock Surges Amid AI Infrastructure Growth

Iren Limited Stock Surges Amid AI Infrastructure Growth
Trendline Trendline
Tech Giants Drive AI Economy Amidst Concerns Over Sustainability

Tech Giants Drive AI Economy Amidst Concerns Over Sustainability

Tech Giants Drive AI Economy Amidst Concerns Over Sustainability
TheStreet TheStreet
Nvidia’s latest Rubin deal points to a bigger growth market

Nvidia’s latest Rubin deal points to a bigger growth market

Nvidia’s (NVDA) newest Japan project looks like an enormous chip sale. It is a lot more important to U.S. investors. A Japanese group aims to construct anAI factory made up of about 27,500 of Nvidia's Rubin GPUs and 13,750 Nvidia Vera central processing units. The 140-megawatt system will be used ...
Trendline Trendline
Jensen Huang Highlights AI Memory Bottleneck at CES 2026, Boosting Micron and Sandisk Stocks

Jensen Huang Highlights AI Memory Bottleneck at CES 2026, Boosting Micron and Sandisk Stocks

Jensen Huang Highlights AI Memory Bottleneck at CES 2026, Boosting Micron and Sandisk Stocks
Reuters Reuters
Analysis-Could AI chip boom make ASML Europe's first trillion-dollar firm?

Analysis-Could AI chip boom make ASML Europe's first trillion-dollar firm?

By Toby Sterling and Nathan Vifflin AMSTERDAM, July 20 (Reuters) - The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to make them.
Trendline Trendline
Goldman Sachs Warns on AI's Debt Tsunami Amidst Rapid Infrastructure Spending

Goldman Sachs Warns on AI's Debt Tsunami Amidst Rapid Infrastructure Spending

Goldman Sachs Warns on AI's Debt Tsunami Amidst Rapid Infrastructure Spending
Trendline Trendline
AI Expectations Impact Semiconductor Stocks Amid Market Volatility

AI Expectations Impact Semiconductor Stocks Amid Market Volatility

AI Expectations Impact Semiconductor Stocks Amid Market Volatility