NVIDIA (NASDAQ: NVDA) It has become a cash-generating machine. As demand for its GPUs soars amid the AI ​​boom, its free cash flow has risen to $77 billion over the past 12 months. It recently put $2 billion of that cash to work, adding to its investment in Core tissue (NASDAQ:CRWV). The chipmaker now owns…
Data centers are growing rapidly as they are required for artificial intelligence (AI) operations. According to S&S Insider, the data center GPU market had a market value of $23.87 billion in 2024, but is expected to grow at a compound annual growth rate (CAGR) of 30.5% through 2032, reaching $201.64 billion. So the companies that…
Nuclear nanoenergy (NASDAQ: NNE) is an advanced nuclear company that is developing small, portable nuclear reactors. The names of these reactors sound epic (Kronos, Zeus, Loki) and they are small and modular enough to supply continuous power to data centers, industrial sites, research laboratories, remote communities and can even be used for space missions. However,…
Actions of Planet Laboratories (NYSE: PL) fell about 10% this week, according to data from S&P Global Market Intelligence. The company, a space economy stock that operates a fleet of satellites for regular imaging services, is making strong progress with potential new contracts for defense, civil and corporate use cases. The stock is up 487%…
By Divya Chowdhury and Federico Maccioni DAVOS, Switzerland, Jan 21 (Reuters) – Alternative investment firm Investcorp is avoiding big investments in data centers, a space it considers too saturated, its vice president and CIO said on Wednesday, opting instead for sectors that offer better returns and protection against geopolitical risks. Investors have poured billions of…
You can’t talk about the AI ​​revolution without talking about the growing energy demand it has created. In particular, nuclear energy has returned to the spotlight. There are two reasons why now is a good time to buy shares of a power generation company. vistra (NYSE: VST)and it has to do with two technological giants….
IREN received two analyst promotions this week. The stock has soared in the last year due to a huge deal with Microsoft. The stock trades at a sizable premium compared to its AI cloud computing revenue. 10 stocks we like more than Iren › Actions of IREN (NASDAQ: IREN) it soared more than 20% this…
The rise of NVIDIA Corporation (NVDA) has been extraordinary. Once a small graphics chip maker, it now powers data centers, artificial intelligence (AI) systems and next-generation vehicles, becoming one of the most influential technology leaders on Wall Street. But the history of the AI ​​chip stock has felt like a rocket ride with a few…
Alphabet has a complete AI stack and owns almost all components of the AI ​​ecosystem. Its impressive growth has a long way to go as AI adoption spreads. The stock’s very reasonable valuation leaves plenty of room to beat Nvidia’s valuation in time. 10 stocks we like more than Alphabet › The current artificial intelligence…
By Colleen Howe BEIJING, Dec 22 (Reuters) – A revamp of China’s electricity market is boosting the energy storage economy just as international demand surges, sparking a boom for Chinese energy storage makers that already dominate globally. Chinese companies are on track to achieve a 75% increase this year in global shipments of lithium-ion battery…
