Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...

AMD’s 2025 performance points to a shift from chips to platforms. CES 2026 reinforced execution, but this year's deployments ...

Today, Nvidia’s revenues are dominated by hardware sales. But when the AI bubble inevitably pops, the GPU giant will become ...

Nvidia ( NVDA) CEO Jensen Huang unveiled Alpamayo, a family of open models built for autonomous driving, during his keynote ...

Nvidia CEO Jensen Huang announces the launch of new AI chips that promise a fivefold improvement in computing power, set to ...

Sustainable Growth Advisers (SGA), an investment management company, released its third-quarter investor letter for its ...

NVIDIA Corporation (NASDAQ:NVDA) is accelerating its release cycle, announcing at the CES 2026 convention on Monday that its highly anticipated Rubin data center products are in full production and ...

The Rubin platform harnesses extreme codesign across hardware and software to deliver up to 10x reduction in inference token ...

AWS, Cisco, CoreWeave, Nutanix and more make the inference case as hyperscalers, neoclouds, open clouds, and storage go ...

Hardware designers such as Nvidia, which more than doubled its revenue year-over-year, are the main suppliers of the picks ...

Blowout artificial-intelligence spending fills chip maker’s coffers, but the Groq deal shows that the company needs to think ...

AI investment is reshaping software stocks as scale, data and execution drive long-term growth, says RBC Capital Markets’ ...