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NVIDIA
382 posts
Is Rumble’s Quake AI launch a real AI infrastructure pivot or a risky identity reset?
Find out how Rumble’s Quake AI launch could reshape RUM stock, AI cloud infrastructure and the company’s post-Northern Data strategy today!
From tenant to owner: Could Big Boden become HIVE Digital’s European AI anchor?
HIVE Digital is buying its 32 MW Boden data center to accelerate Tier III AI growth in Sweden. Explore the strategy, stock outlook and execution risks here!
Nebius (NBIS) joins the Nasdaq-100 as its AI cloud revenue soars
Nebius revenue jumped sevenfold and it is joining the Nasdaq-100. But a USD 20 billion capex bill means the funding question dwarfs everything.
Smartbird replaces Allbirds as $100m AI infrastructure bet puts BIRD under scrutiny
Find out whether Smartbird’s dramatic AI infrastructure pivot can revive BIRD stock or expose investors to serious execution, funding and dilution risks.
Supermicro (SMCI) stock slide exposes the hidden funding strain behind AI server demand
Find out why Supermicro’s $7bn financing plan hit SMCI stock despite $39bn in AI server orders and what it means for investors.
Intel (INTC) jumps as Bank of America issues a rare double upgrade and nearly doubles its price target on the foundry story
Intel (INTC) jumps as Bank of America double upgrades to Buy with a $135 target, citing foundry wins and AI server demand. Read the full executive analysis.
Intel (INTC) surges as Google and Nvidia reportedly turn to it as a backup chipmaker to TSMC
Intel surged ~11% on a report that Google and Nvidia are turning to it as a backup chipmaker to TSMC, with Google reportedly ordering 3M+ TPUs for 2028.
US officials discuss taking equity stakes in major AI companies, following the Intel precedent
US officials have held preliminary talks with major AI firms about government equity stakes, following the Intel precedent. Wedbush calls voluntary stakes manageable.
Corning (GLW) jumps as Amazon becomes the latest tech giant to lock in its AI data center fiber
Corning jumped ~9.5% as Amazon signed a multibillion-dollar US fiber optics deal, the third hyperscaler megadeal in 2026 after Meta and Nvidia, fueling its AI run.
Marvell (MRVL) earns an S&P 500 promotion on the same brutal day its stock fell nearly 17%
Marvell will join the S&P 500 on June 22, but the news landed the day its stock fell 16.7% in the chip rout, after a 50% surge on Huang's "trillion-dollar" call.