The recent correction in the tech sector is viewed as a valuation reset rather than a fundamental problem, creating buying opportunities in high-quality AI and semiconductor companies. Semiconductor leaders like NVIDIA, Micron, Broadcom, and TSMC are recommended as strong buys due to their attractive risk/reward profiles, while some others like ARM, Lam Research, and KLA are considered overvalued and rated sells. Growth in hyperscaler capital expenditures is expected to shift AI leadership from semiconductor firms to hyperscalers, with Alphabet's earnings playing a key role in this transition. Additionally, the Federal Reserve's shift to market-driven long-term interest rates may steepen the yield curve, tightening financial conditions more through market dynamics than further rate hikes.
Corvex, Inc. has signed a multi-year deal to provide NVIDIA Blackwell GPU clusters with advanced networking to a leading AI company. The company achieved a rapid deployment by installing liquid-cooled GPU capacity inside an existing air-cooled data c...
onsemi reported Q2 2026 revenue of $1.6 billion, up 9% year-over-year, with GAAP EPS of $0.56 and non-GAAP EPS of $0.74, growing four times faster than revenue. The company highlighted strong demand in AI data centers and power solutions, leading to ...
Nvidia is leveraging its balance sheet to provide financial guarantees and equity stakes to AI labs and cloud providers, securing their commitment to its AI ecosystem. This strategy supports the growth of Nvidia's Vera Rubin AI platform and helps it ...
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...
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,...
