January 24, 2026
“Billionaires Cliff Asness, Israel Englander, and Steven Cohen — three highly successful hedge fund managers — purchased shares of Nvidia and Western Digital during the third quarter… Wall Street estimates Nvidia’s adjusted earnings will increase at 67% annually through the… Continue Reading…
January 24, 2026
“Bitdeer Technologies soared by 37.6 percent week-on-week following its adoption of NVIDIA GB200 NVL72 deployment in Malaysia, strengthening its mission to simplify and scale AI computing globally…” https://finance.yahoo.com/news/bitdeer-technologies-btdr-climbs-37-020637958.html
January 24, 2026
“…CoreWeave surged by 26.3 percent week-on-week to claw back to the $101 level—a two-month high—as investors loaded positions in stocks riding the artificial intelligence wave, buoyed by a semiconductor giant’s strong earnings performance last year and news that it would… Continue Reading…
January 23, 2026
“…In the third quarter, Druckenmiller sold his position in semiconductor company Broadcom (NASDAQ: AVGO) and started a position in flash memory maker Sandisk (NASDAQ: SNDK), a stock that has added 1,050% since it was spun off from Western Digital in February 2025… Wall Street estimates Broadcom’s adjusted… Continue Reading…
January 21, 2026
“Artificial intelligence data center infrastructure boomed in 2025, including Vertiv Holdings (VRT), which climbed more than 40% last year and has risen in early 2026. The stock – Wednesday’s selection for IBD 50 Stocks To Watch – is setting up in an… Continue Reading…
January 20, 2026
“The world’s largest contract chipmaker has now posted year-over-year profit growth for eight consecutive quarters. TSMC said advanced chips measuring 7-nanometer or smaller made up 77% of total wafer revenue during the quarter, as demand from AI servers remains strong…”… Continue Reading…
January 15, 2026
“…Revenue for Nvidia‘s biggest server maker and Apple‘s top iPhone assembler jumped 22.07% from the same quarter last year to T$2.6028 trillion ($82.73 billion), Foxconn said in a statement… The growth was driven by strong performance in Foxconn’s cloud and networking products… Continue Reading…
December 10, 2025
“…During the week, Sealsq Corp. (NASDAQ:LAES) announced the appointment of Ballester Lafuente as its new chief of staff and Group AI officer who will lead the integration of artificial intelligence into its businesses in a bid to drive operational efficiency,… Continue Reading…
November 7, 2025
“Nov 6 – David Sacks, the White House artificial intelligence and crypto czar, said that there will be no federal bailout for AI, as U.S. races to cement its position as a global leader in the booming technology…” https://www.reuters.com/world/us/white-house-ai-czar-rules-out-federal-bailout-sector-2025-11-06/ This… Continue Reading…
September 11, 2025
“The Amsterdam-based company announced a multi-year deal with Microsoft to provide infrastructure for AI workloads. Nebius, which was spun out from Russian internet giant Yandex in 2023, provides graphics processing units — or GPUs — for training AI models. The… Continue Reading…
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