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Iren Ltd. (NASDAQ:IREN) has been transitioning itself from being a Bitcoin miner into a major neocloud provider. The company has been leveraging its massive power infrastructure to provide AI cloud compute for tech giants such as NVIDIA Corporation (NASDAQ:NVDA) and Microsoft Corporation (NASDAQ:MSFT). No …
Sharemaestro market context Trend signal active 52 weeks +24.3% · Next-week setup positive 60.2%The electricity demand from artificial intelligence has created an immense power problem, and nuclear has emerged as one of the best solutions. Hyperscalers need constant, carbon-free electricity to run their data centers. Nuclear developers and providers are now some of the most important AI …
Argus has lowered its target price for EPAM Systems (EPAM) to $95.00 from the current price of $101.55. EPAM Systems is an IT services firm specializing in platform engineering, software development, and consulting services. This report is part of a series of research reports …
Quick Read SanDisk's investor day targets mid-to-high teens revenue growth and ~80% gross margins through FY2030, with 100% of excess cash returned to shareholders. New Business Model agreements with eight customers lock in two-thirds of FY2028 bits, giving SanDisk demand visibility that could reduce …
Unprecedented moves in the AI space this week are giving stock market experts flashbacks to one of the most famous corporate scandals in history, stoking fears that we're in line for a similarly catastrophic fallout. The headline-worthy $500 billion that Wall Street just announced …
Given that the stock's only a tad below analysts' consensus price target of $525.08 following the recent release of its second-quarter results, Berkshire Hathaway's (NYSE: BRKA) (NYSE: BRKB) Class B shares appear to be fully and fairly valued. And maybe they are. Dig deeper, …
Sycamore Capital Management, a franchise of Victory Capital Management, released its Q2 2026 investor letter for "Sycamore Mid Cap Value Equity Strategy". A copy of the letter can be downloaded here. Sycamore Capital's Mid Cap Value investment team focuses on a bottom-up approach to …
This article first appeared on GuruFocus. Cerebras Systems (NASDAQ:CBRS) shares fell double digits on Thursday after the AI chipmaker's second-quarter report triggered a sharp pullback, even as several Wall Street firms maintained bullish views on the stock. Cerebras reported $180.1 million in second-quarter revenue, …
Space stock Intuitive Machines (NASDAQ: LUNR) tumbled 3% through 11:05 a.m. ET Thursday morning -- but it could have been worse. After reporting a big earnings miss for Q2 this morning, shares were at one point down as much as 16%! So what went …
Quick Read CoreWeave's $104 billion contracted backlog, with $25 billion in fresh Q3 commitments, gives the company multi-year revenue visibility few high-growth rivals can match. CRWV trades 28% below analyst targets, but NVDA supplier concentration and a debt-to-equity of 8.94 make leverage the defining …
Quick Read Nvidia's A100 GPUs launched in 2020 still command meaningful rental rates in 2026, pushing CoreWeave's contracted customer demand above $129 billion. Nvidia is mobilizing over $500 billion in third-party capital and backing residual values up to 25%, with CME compute futures set …
Sharemaestro market context Trend signal active 52 weeks +24.3% · Next-week setup positive 60.2%Nvidia is the IBD Stock Of The Day as the artificial intelligence chipmaker bounces back from a recent swoon. Continue Reading
Quick Read Jim Cramer argues NVDA GPUs hold value like fine jewelry, backed by 75% gross margins and $81.6B in Q1 FY2027 revenue. Nvidia's CUDA software moat anchors a $500B AI financing stack by ensuring installed GPUs retain collateral value years after newer chips …
MaxLinear (NASDAQ:MXL) saw its shares jump 5.3% to $78.30 after being highlighted in a SeekingAlpha article as a top stock for balancing stability and growth, particularly for its dividend-paying option. This recognition has attracted new investors seeking both income and capital appreciation in a …
Allegro MicroSystems (NASDAQ:ALGM) stock jumped 6.9% after Benchmark initiated coverage with a Buy rating and a $60 price target. The bullish endorsement led to active trading, with 567,985 shares changing hands. Investors will be watching for further analyst actions and company-specific news to see …
Micron stock continued its rally for a third day, but investors are now turning their attention to a rapidly expanding Chinese memory-chip rival preparing for its initial public offering. This new competitor could pose a significant challenge to Micron in the memory-chip market.
Sharemaestro market context Trend signal active 52 weeks +627.1% · Next-week setup positive 58.0%Micron Technology is intensifying its focus on AI memory, particularly high-bandwidth memory (HBM) and DRAM, which is driving significant financial growth. Despite strong competition from SK Hynix in HBM and Sandisk in NAND, Micron's broad exposure to both memory and storage, coupled with rapid …
Sharemaestro market context Trend signal active 52 weeks +627.1% · Next-week setup positive 58.0%Qualcomm has released the full specifications for its entry-level Snapdragon C PC platform, built on a 6nm process and featuring an 8-core Kryo CPU and Adreno A643 GPU. A key trade-off for its targeted $300 price point is a 32-bit single-channel memory interface, capping …
Keysight Technologies (KEYS) is expected to announce its Q3 fiscal 2026 results on August 18, with analysts anticipating a rise in revenue and adjusted earnings per share. The company's growth is attributed to strong demand for its electronic design and test solutions, including new …
Investing.com -- Steve Eisman said the artificial intelligence boom depends largely on the success of just two companies: OpenAI and Anthropic. The investor, known for betting against the housing market before the global financial crisis, said Tuesday on CNBC's "Fast Money" that the two …
[SK Hynix corporate headquarters in Silicon Valley] Sundry Photography SK hynix's (SKHY [https://seekingalpha.com/symbol/SKHY]) (HXSCL [https://seekingalpha.com/symbol/HXSCL]) workers launched a new labor union in South Korea, looking to bring together employees across different job categories and locations. The launch comes amid the South Korean memory chipmaker …
Cerebras Systems (CBRS) is poised to see further growth as it adds data center capacity, expands new inference products with AMD (AMD) and Amazon (AMZN) Web Services, as well as gains more hyperscaler business, Morgan Stanley said in a note Thursday.The company expects core …
Sharemaestro market context Stored weekly price path 13 weeks -18.9% · Next-week setup negative 44.9%Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. CME Group Inc. (NASDAQ:CME) said Tuesday it will launch AI compute futures on Oct. 5, pending regulatory review, with contracts tracking monthly rental prices for NVIDIA Corp. …
Intel’s CEO said this week that the chip maker may return to the memory market, potentially making it a challenger to Micron and SK Hynix. Continue Reading
Sharemaestro market context Trend signal active 52 weeks +313.9%In late July, Sam Altman went to Washington, D.C., to brief lawmakers on OpenAI's next-frontier model after one of its systems autonomously hacked another artificial intelligence (AI) platform, Hugging Face, and then pivoted to attack a customer's cloud account. Coming out of those meetings, …
Sandisk (NASDAQ: SNDK) stock is heading into its fourth straight day of gains Thursday -- up 6.2% through 10:50 a.m. ET -- and has Evercore ISI to thank for it. In a note this morning, Evercore analyst Amit Daryanani reiterated his outperform rating and …
Quick Read IREN surged 6% after Microsoft formally accepted Horizon 1, triggering monthly invoicing under a five-year, $9.7 billion cloud services agreement. NVIDIA's Exemplar Cloud designation validates Horizon 1's AI performance, potentially helping IREN attract hyperscalers beyond Microsoft for its 480MW 2026 capacity target. …
Image from Pixabay The stock is priced on a multi-year fab build-out whose pace is set by supply chains rather than by demand. Applied Materials (AMAT) stock has nearly tripled over the past year, returning 193% while the S&P 500 gained 21%. Revenue over …
Sharemaestro market context Trend signal active 52 weeks +50.1%3 Reasons CHWY is Risky and 1 Stock to Buy Instead Over the past six months, Chewy's shares (currently trading at $22.58) have posted a disappointing 12.9% loss, well below the S&P 500's 11.7% gain. This may have investors wondering how to approach the …
Sharemaestro market context Trend signal active 52 weeks +24.3% · Next-week setup positive 60.2%International Business Machines Corporation IBM has entered into a multi-year, $240 million agreement with Together AI to support the growing demand for enterprise artificial intelligence (AI) inference. The partnership will enable IBM to expand its cloud infrastructure offerings for open-source AI workloads and strengthen …
(Bloomberg) -- Advanced Micro Devices Inc. is planning to raise as much $5 billion in what could be the chipmaker's biggest-ever investment-grade bond sale, adding to a wave of debt tied to the artificial intelligence boom. Most Read from Bloomberg Walter Sells Lakers, Seeks …
IREN Limited recently confirmed that Horizon 1, the first of four 50MW direct-to-chip liquid-cooled AI cloud deployments, has been delivered to and accepted by Microsoft under their five-year, US$9.70 billion cloud services contract. In parallel, IREN secured NVIDIA Exemplar Cloud status for its GB300 …
AIREV, the Abu Dhabi-based creator of the OnDemand autonomous AI platform, has partnered with Qualcomm Technologies Ltd. This collaboration will integrate AIREV's OnDemand platform with Qualcomm Dragonwing products, enabling enterprises and governments to deploy sovereign AI on-premise. The initiative aims to expand the reach …
Nvidia announced this week that Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR were willing to commit up to $500 billion to build AI data centers. That eye-popping figure got a lot of the attention, but the bigger story is Nvidia's effort to create …
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