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Key Points Micron Technology is now expecting stronger growth in the current quarter, as greater demand is allowing it to increase memory pricing. The company supplies...
Key Points Nebius Group is rapidly scaling infrastructure for the AI-focused cloud services market. Nebius spent heavily to expand capacity, yet still grew its cash horde...
Key Points Although many artificial intelligence (AI) stocks have performed well since “Liberation Day” on April 2, the rough start to the year has weighed on...
Key Points Since the Great Recession, the concentration of tech stocks in the market has roughly doubled. Part of this can be attributed to the rise...
Key Points Nvidia remains the king of AI infrastructure, with plenty of growth still ahead. Taiwan Semiconductor is another great way to play the AI infrastructure...
Key Points Nvidia can credit the rise in its stock to relentless demand for its chipsets over the last few years. Rising spending on servers, networking...
Key Points Meta Platforms is leveraging its massive user base to develop and test new AI products, aiming to maintain its leadership in social media and...
Key Points The $2 trillion club is full of businesses benefitting from the growing demand for artificial intelligence. The company I’m eyeing is developing its own...
Key Points The Gates Foundation holds a substantial number of Microsoft shares. Microsoft has become a top player in offering artificial intelligence models. However, the stock...
Key Points Nebius and CoreWeave have been in red-hot form on the stock market this year thanks to the terrific demand for their cloud infrastructure solutions....