Advanced Micro Devices (AMD) shares have surged 75% in the past month driven by rising CPU prices amid booming AI demand and a strong Q1 earnings report. The company continues to perform well in both CPU and GPU markets, fueling investor enthusiasm about its AI growth potential. Despite the recent rally, some caution remains as investors assess the sustainability of this momentum going forward.
SpaceX's upcoming May 2026 IPO filing reveals $18.7 billion revenue in 2025, led by Starlink's $11.4 billion revenue and rapid subscriber growth to 10.3 million. The company also invests heavily in AI, with $7.7 billion capital expenditure in Q1 2026...
Nvidia CEO Jensen Huang is under pressure to testify before Congress about the company's AI chip sales to China and the impact of export controls. Senator Elizabeth Warren accuses him of lobbying against tighter restrictions that aim to protect U.S. ...
AI-driven technology stocks like AMD, Google, Amazon, Microsoft, and Meta have surged recently, delivering strong returns without showing signs of a bubble. Analyst Julian Lin highlights that these companies trade at reasonable valuations supported b...
Goldman Sachs projects annual AI capital spending to reach $765 billion by 2026 and $1.6 trillion by 2031, driving growth in AI-focused investment funds. Three active or active-leaning ETFs—iShares A.I. Innovation and Tech Active ETF (BAI), iShares F...
The Invesco PHLX Semiconductor ETF (SOXQ) has surged 94% year-to-date through June 2, 2026, vastly outperforming the S&P 500's 11% gain. This rally is driven by strong AI-related demand for semiconductor chips, led by major holdings like AMD, Broadco...
