Nvidia (NVDA) is a semiconductor giant and king of artificial intelligence. It makes GPUs, CPUs, AI inference accelerators and networking solutions (which are becoming increasingly important). The company divides its revenue streams into five end markets: data center, gaming, professional display, automotive, OEM and others. The stock is up approximately 15.3% year to date, as…
Advanced Microdevices (NASDAQ:AMD) The stock has been on fire this year, and the rise continued after the semiconductor company reported strong first-quarter results and issued upbeat guidance. The stock is up more than 90% so far this year, but it looks like it could have a lot more upside. Let’s dive into the company’s earnings…
What happened: Corning (GLW) shares rose 9% on Wednesday, hitting an intraday record. What’s behind the measure: The glass manufacturer and fiber optic hardware company reached a $500 million deal with Nvidia (NVDA) to supply components for the construction of the artificial intelligence leader’s data center. According to a regulatory filing, Nvidia will buy 3…
Federal Agricultural Mortgage Corporation First Quarter 2026 Results Call Summary – Moby Drivers of strategic performance The record business volume nearing $35 billion was driven by a continuation of the acceleration seen in late 2025, particularly within the farm and ranch segment. Growth in agricultural and livestock loan purchases significantly outpaced seasonal payment trends as…
Applied Digital Corporation (NASDAQ:APLD) is one of the best stocks to buy in a rising market, according to Wall Street analysts. On April 8, Applied Digital Corporation (NASDAQ:APLD) affirmed its differentiation in the high-powered AI data center industry. The differentiation comes because the company operates the only 100 MW direct-to-chip liquid-cooled data center. Applied Digital…
rambus logo Shareholders elected four Class 1 directors (Charles Kissner, Meera Rao, Necip Sayiner and Luc Seraphin) and ratified KPMG LLP as company auditor while approving payment advice. CEO Luc Seraphin said 2025 was met record annual revenue, profits and cash generationand that the company’s financial position supports continued strategic investment in its product roadmap….
Nvidia vs. AMD: One is a generational buy, the other is a trap Source link
Last week, two figures emerged about a single AI data center campus in Saline Township, Michigan, figures that could become a much larger story. The project is being built by developer Related Digital to power applications for OpenAI, with Oracle as its primary tenant. The price tag for all this has jumped to $16 billion,…
Aehr Test Systems Inc. (NASDAQ:AEHR) is one of the 10 stocks boosting portfolios by double digits. Aehr Test Systems rose 58.9 percent weekly as investors took heart from strong demand for semiconductors, which spilled over into its shares. In a statement, Aehr Test Systems Inc. (NASDAQ:AEHR) President and CEO Gayn Erickson announced major accomplishments, including…
Advanced Micro Devices (AMD) stock rose on strong Q4 data center revenue of $5.38 billion (+39% YoY) and Meta Platforms’ (META) 6GW GPU deal. Broadcom (AVGO) shares rose today, boosted by a long-term TPU supply deal from Google through 2031 and first-quarter AI chip revenue of $8.4 billion (+106% YoY). The analyst who called NVIDIA…
