Big banks like Morgan Stanley and JPMorgan want AI systems they can physically disconnect from the internet for better control and security, signaling a shift from cloud-only AI compute to hybrid models that include on-premises hardware. Nvidia's CEO partner highlights this demand as crucial for the next phase of AI, where massive power needs and privacy concerns push some workloads to local devices. Nvidia supports this trend with products like the DGX Spark and expects on-prem AI to be a significant market alongside cloud data centers. This shift could reshape AI infrastructure spending but still benefits Nvidia's chip sales across both cloud and local deployments.
Nvidia recently posted the largest quarter in semiconductor history with a 117% revenue increase in its Data Center segment, yet its stock trades cautiously due to concerns like zero China Data Center revenue guidance and rising memory prices. Analys...
Corning's stock dropped nearly 46% in July 2026, one of its worst monthly declines, despite securing multibillion-dollar contracts with Amazon, Nvidia, and Verizon for AI fiber infrastructure. The selloff followed a slight revenue miss, even as the c...
Cantor Fitzgerald reaffirmed its Overweight rating on Nvidia with a $350 price target, suggesting nearly 27% upside from current levels. The firm highlights sustained demand for AI infrastructure as a key growth driver despite economic and supply cha...
Nvidia Corporation was upgraded to a Buy rating with a $300 fair value after reporting strong Q2 results, including $96.2 billion in revenue and $21.3 billion in free cash flow. The company’s data center revenue was $89 billion, reflecting robust dem...
Jim Cramer publicly asked President Trump not to sell his Intel shares, which have surged 311% in the past year, highlighting the political risk of a large federal stake sale. Intel's strong Q2 2026 results, driven by growth in data center, AI, and f...
