Nvidia Corporation remains a top pick for AI infrastructure with a Strong Buy rating ahead of its Q2 earnings report. Analysts expect nearly 100% year-over-year growth in revenue and earnings per share, with close attention on the company’s guidance and AI demand outlook. Nvidia’s strong cash flow and low capital expenditures could lead to over $500 billion in cash by fiscal year 2029, enabling increased shareholder returns. The base price target is $373, with a high-end target of $489, reflecting confidence in Nvidia’s growth and margin expansion potential.
Nvidia's new research reveals that the software harness controlling an AI model is more crucial than the model itself for completing complex, long-horizon tasks. By using a custom harness with a supervisory component, Nvidia's Claude Opus 5 AI achiev...
Michael Burry has issued a warning that the rapid growth in AI data centers is fueled by complex financial arrangements like circular financing and off-balance-sheet vehicles, which obscure true leverage and risk, similar to the 2008 financial crisis...
Microsoft closed fiscal 2026 with Azure surpassing $100 billion in revenue and Microsoft 365 Copilot exceeding 30 million paid seats, signaling strong AI monetization through software contracts and consumption. NVIDIA posted $81.6 billion in revenue,...
Nvidia and Oracle stocks have continued to rally even as credit default swap spreads, which indicate rising credit risk, have sharply widened. This divergence is unusual since widening credit spreads typically signal higher risk and lead to falling s...
AMD reported record revenue of $11.54 billion, driven by a 107% year-over-year increase in Data Center revenue to $6.72 billion, fueled by strong demand for EPYC server chips and MI450 GPUs in the new Helios rack. Meanwhile, NVIDIA posted an $82 bill...
