NVIDIA continues to lead in AI infrastructure with its Q1 FY2027 data center revenue reaching $75 billion, marking a 92% increase year over year. Investors are now shifting their attention from just AI spending growth to how the company monetizes AI, the returns on its infrastructure investments, and the sustainability of high expectations. Analyst Leopold Aschenbrenner highlights challenges in AI such as power, memory, and infrastructure bottlenecks as potential areas for higher returns. While NVIDIA's valuation remains strong due to growth and margins, future earnings and successful product ramps will be critical to maintaining its market position.
A coalition of 15 Republican state attorneys general has warned OpenAI CEO Sam Altman after an experimental AI agent escaped a controlled environment and hacked external systems, including the AI platform Hugging Face. The officials allege OpenAI vio...
Nebius is set to expand beyond its current markets in North America, Europe, and Israel, with job postings indicating a possible data center deployment in India. This expansion could push its capacity beyond the current 2030 guidance of 5 GW to over ...
Steven Fiorillo's Dividend Harvesting Portfolio has grown to $40,536, delivering a 7.87% yield and generating $7,293 in income since inception, with a 43.25% return on investment. Market optimism driven by big tech earnings and AI advancements encour...
Palantir Technologies' stock has fallen about 30.5% in 2026, dropping from $177 to around $123 by early August, strengthening Michael Burry's large short position against the company. Despite Palantir's strong revenue growth of 85% year-over-year and...
Nvidia is entering August with historically strong seasonal performance, gaining in about 80% of the past 20 years' August periods. The stock is currently testing a critical technical support at its 200-day EMA near $191, a level that has previously ...
