9/22/2025

Discover why IREN Limited's AI GPU fleet expansion and Blackwell Nvidia GPUs could boost ARR to $500M. Click for more on IREN stock prospects.

Source: SeekingAlpha

9/22/2025

Nvidia’s $5B investment in Intel and their AI partnership could accelerate Intel’s turnaround and intensify pressure on AMD. Read more on INTC and AMD stocks here.

Source: SeekingAlpha

9/22/2025

Oracle's AI infrastructure leadership is validated by multi-billion-dollar contracts. Click here to read more about ORCL stock and why it is a Buy.

Source: SeekingAlpha

9/21/2025

Though it's involved in the artificial intelligence trend, the chip designer has not been delivering stellar performances in recent years.

Source: Yahoo

9/21/2025

Elon Musk has dismissed reports of his AI startup, xAI, raising $10 billion at a staggering $200 billion valuation. Musk labeled these reports as “fake news”, asserting that xAI is not in the process of raising capital. Earlier on Friday, CNBC reported stating that AI firm, xAI, raising $10 billion at a post-money valuation of $200 billion. Refuting the news, Musk said on X, “Fake news. xAI is not raising any capital right now.” Fake news. xAI is not raising any capital right now. — Elon Musk (@

Source: Yahoo

9/21/2025

The company is making money hand over fist.

Source: Yahoo

9/21/2025

A Wall Street twist raises fresh questions about what the Intel-Nvidia collaboration really means for AMD.

Source: Yahoo

9/21/2025

AMD's market share gains could come under pressure.

Source: Yahoo

9/21/2025

AMD is second fiddle to Nvidia in the largest computing buildout we've seen.

Source: Yahoo

9/20/2025

This marks the latest move by the administration to exert power over private industry.

Source: Yahoo

9/20/2025

AMD and Marvell are two overlooked AI chip companies that have big opportunities.

Source: Yahoo

9/20/2025

In September 2025, a series of high-profile collaborations were announced featuring AMD's technology, including VDURA's scalable GPU reference architecture, Mission's AWS CPU instance optimizations, Absci's AI-driven drug discovery initiatives, and Exostellar's GPU-agnostic orchestration platform, all integrating AMD Instinct and EPYC processors for enterprise cloud, AI, and HPC applications. These partnerships underscore AMD's increasing traction in AI, cloud, and high-performance...

Source: Yahoo

9/20/2025

Microsoft just inked a $17.4 billion deal with a data center company backed by Nvidia.

Source: Yahoo

9/19/2025

Some investors reacted strongly—and quickly—to Nvidia's $5 billion investment in Intel, fearing stiffer competition for Arm and Advanced Micro Devices. Those initial worries appear to have subsided, but questions about how much to read into the deal remain.

Source: Yahoo

9/19/2025

Two massive investments just changed Intel's story. It's not all about the incoming cash investments, though.

Source: Yahoo

9/19/2025

According to the Wall Street Journal, IBM is leading the way in terms of quantum advantage.

Source: Yahoo

9/19/2025

According to the CNBC report, the funding was likely to go to building data centers using Nvidia and AMD graphics processing units, needed to develop next-generation AI, as well as to hire expensive talent. The AI startup has been ramping up its data center capacity to train more advanced models, as it looks to compete more effectively with OpenAI's ChatGPT and Anthropic's Claude.

Source: Yahoo

9/19/2025

INTC secures multibillion-dollar backing from NVIDIA, Softbank and the U.S. government to fuel AI innovation and expand its chip manufacturing strategy.

Source: Yahoo

9/19/2025

Nvidia and Intel joining forces introduces competitive headwinds for AMD, particularly in the data center and PC spaces.

Source: Yahoo

9/19/2025

Advanced Micro Devices, Inc.'s stock is priced like the business is soaring. Click here to read why shares in AMD are in a vulnerable situation.

Source: SeekingAlpha