Nvidia Corporation is reportedly backing about $250 billion of OpenAI's Ohio lease, providing residual-value support for up to 25% of the deal. This move caused Nvidia's stock to drop nearly 3%, underperforming the Nasdaq, as investors weigh the implications. While Nvidia's fiscal 2027 costs might be locked in through annual contracts, significant price increases are expected in fiscal 2028, partly due to TSMC's hikes. Despite short-term concerns, some investors see this financing approach as bullish for semiconductor momentum stocks, though its long-term sustainability is questioned.
AMD reported strong Q2 2026 results with revenue up 50% to $11.54 billion and data center revenue doubling, yet shares fell due to flat gross margin guidance of 56% for Q3. Despite the pullback, Baird raised its price target to $1,250, citing AMD's g...
Jim Cramer is highlighting semiconductor stocks as key investments due to strong earnings driven by AI infrastructure demand. Major players like NVIDIA, AMD, Broadcom, Qualcomm, and Marvell show varied strengths: NVIDIA and AMD lead in merchant GPU c...
Wall Street futures showed little movement Friday following the S&P 500's record close on Thursday, driven by softer-than-expected inflation data and reduced concerns over further Federal Reserve rate hikes. The Dow Jones futures inched up 0.1%, whil...
Tech leaders like Elon Musk's SpaceX and Jeff Bezos' Blue Origin are pushing to build data centers in orbit, aiming to reduce costs and leverage solar power. This emerging market could be worth hundreds of billions but poses unique risks including la...
The Vanguard Information Technology Index Fund ETF (VGT) offers exposure to hundreds of tech stocks but is heavily concentrated in just three companies: NVIDIA, Apple, and Microsoft, which together make up over 40% of the portfolio. This concentratio...
