Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'Microsoft potentially faces an oversupply position as it cancels US data center leases.
Live Nasdaq Composite: Stocks Lack Conviction, NVDA, AAPL and AVGO RiseStocks are moving cautiously after mixed jobs data, while major tech firms continue to demonstrate resilience and forward-looking strategies.
Micron Technology sees largest gain in nearly 13 yearsMicron Technology's strong sales and profit forecasts highlight its advantage in the AI memory market, boosting stock significantly.
Amazon Stock Q3 Preview: Investors Uneasy Despite Amazon 'Never Stronger'Amazon's strong market position in cloud and e-commerce is promising, yet investor concerns are affecting stock performance as it approaches third quarter earnings.
Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'Microsoft potentially faces an oversupply position as it cancels US data center leases.
Live Nasdaq Composite: Stocks Lack Conviction, NVDA, AAPL and AVGO RiseStocks are moving cautiously after mixed jobs data, while major tech firms continue to demonstrate resilience and forward-looking strategies.
Micron Technology sees largest gain in nearly 13 yearsMicron Technology's strong sales and profit forecasts highlight its advantage in the AI memory market, boosting stock significantly.
Amazon Stock Q3 Preview: Investors Uneasy Despite Amazon 'Never Stronger'Amazon's strong market position in cloud and e-commerce is promising, yet investor concerns are affecting stock performance as it approaches third quarter earnings.
Jim Cramer Favors Utility Stocks to Combat TariffsUtility stocks like American Electric Power, Entergy, and Sempra are likely to remain stable despite tariffs.
Amazon CEO says cloud business would have grown faster if it had more AI chips, power, and server componentsAWS growth is hindered by data center capacity constraints emphasizing AI chip shortages and energy issues.Amazon is committing $105 billion in capital expenditures to meet increasing AI demand.
Microsoft cancels some of its AI data center leases | TechCrunchMicrosoft is reducing its data center leases, hinting at a possible reassessment of future AI demand.
UK warned about data center need, againThe UK must invest in more data centers to meet growing AI demand, or risk losing technology leadership.
AI power: Expanding data center capacity to meet growing demandThe demand for AI-specific data centers is rapidly accelerating, potentially leading to significant supply shortages by 2030.
Looming energy crunch makes future uncertain for datacentersData center operators face a paradox of high demand amid challenges like environmental concerns and cost rises, impacting infrastructure expansion.Investment in AI and data centers is on the rise, expected to triple capacity and increase spending significantly by 2027.
Silicon Valley is pouring billions into nuclear energy because without it, the U.S. risks 'browning the grid'Amazon and Google are investing in small nuclear reactors to meet rising electricity demands and reduce emissions for their data centers and AI operations.
Amazon CEO says cloud business would have grown faster if it had more AI chips, power, and server componentsAWS growth is hindered by data center capacity constraints emphasizing AI chip shortages and energy issues.Amazon is committing $105 billion in capital expenditures to meet increasing AI demand.
Microsoft cancels some of its AI data center leases | TechCrunchMicrosoft is reducing its data center leases, hinting at a possible reassessment of future AI demand.
UK warned about data center need, againThe UK must invest in more data centers to meet growing AI demand, or risk losing technology leadership.
AI power: Expanding data center capacity to meet growing demandThe demand for AI-specific data centers is rapidly accelerating, potentially leading to significant supply shortages by 2030.
Looming energy crunch makes future uncertain for datacentersData center operators face a paradox of high demand amid challenges like environmental concerns and cost rises, impacting infrastructure expansion.Investment in AI and data centers is on the rise, expected to triple capacity and increase spending significantly by 2027.
Silicon Valley is pouring billions into nuclear energy because without it, the U.S. risks 'browning the grid'Amazon and Google are investing in small nuclear reactors to meet rising electricity demands and reduce emissions for their data centers and AI operations.
NAND flash prices plunge due to supply glutNAND flash prices are predicted to decline due to oversupply, compelling manufacturers to reduce production and adjust forecasts for market growth.
Santa Clara-based Nvidia tops $3 trillion in value, leapfrogging past AppleNvidia surpasses $3 trillion market cap, driven by AI demand.
Nvidia Surges to Pass Apple in Market CapNvidia's market cap is surging, driven by AI demand, while Apple struggles with stagnant sales and disappointing product launches.
NVIDIA Soared 105% So Far This Year and Here Is Where Its GoingNvidia is a leading chip maker with strong growth potential, supported by high margins and pricing power amid AI demand.Concerns are mounting over macroeconomic conditions that could impact Nvidia's growth trajectory.There's a rotation from hyper-growth stocks like Nvidia towards more value-oriented stocks in response to economic uncertainties.
AMD (AMD) Did a Good Job Catching Up to Nvidia (NVDA) but Data Center Revenue Spells Disaster for the StockAMD's disappointing data center revenue prompts concerns about AI demand and future growth in the tech sector.
Nasdaq Composite Today: TSM Leads Another AI Stock Frenzy (TSM, NVDA, AVGO)Taiwan Semiconductor's strong earnings signal ongoing AI demand growth, driving optimism in related stocks.
Why NVIDIA Will Hit $150 By the End of the YearNVIDIA's exceptional financial performance, driven by AI demand, justifies its premium valuation and potential stock price increase to $150 per share.
Santa Clara-based Nvidia tops $3 trillion in value, leapfrogging past AppleNvidia surpasses $3 trillion market cap, driven by AI demand.
Nvidia Surges to Pass Apple in Market CapNvidia's market cap is surging, driven by AI demand, while Apple struggles with stagnant sales and disappointing product launches.
NVIDIA Soared 105% So Far This Year and Here Is Where Its GoingNvidia is a leading chip maker with strong growth potential, supported by high margins and pricing power amid AI demand.Concerns are mounting over macroeconomic conditions that could impact Nvidia's growth trajectory.There's a rotation from hyper-growth stocks like Nvidia towards more value-oriented stocks in response to economic uncertainties.
AMD (AMD) Did a Good Job Catching Up to Nvidia (NVDA) but Data Center Revenue Spells Disaster for the StockAMD's disappointing data center revenue prompts concerns about AI demand and future growth in the tech sector.
Nasdaq Composite Today: TSM Leads Another AI Stock Frenzy (TSM, NVDA, AVGO)Taiwan Semiconductor's strong earnings signal ongoing AI demand growth, driving optimism in related stocks.
Why NVIDIA Will Hit $150 By the End of the YearNVIDIA's exceptional financial performance, driven by AI demand, justifies its premium valuation and potential stock price increase to $150 per share.
ASML pins hopes on AI, but Trump could rain on its paradeASML's Q4 2024 shows strong revenue growth driven by AI demand, despite uncertainties surrounding sales in China.
Why ASML Stock Is Popping TodayASML's strong earnings and net bookings indicate robust demand for chipmaking tools despite competition in AI.
ASML pins hopes on AI, but Trump could rain on its paradeASML's Q4 2024 shows strong revenue growth driven by AI demand, despite uncertainties surrounding sales in China.
Why ASML Stock Is Popping TodayASML's strong earnings and net bookings indicate robust demand for chipmaking tools despite competition in AI.
Microsoft's Next Power Source for AI Data Centers Is Nuclear | EntrepreneurMicrosoft's agreement to purchase nuclear energy from Three Mile Island highlights the rising demand for carbon-free electricity due to AI expansion.
Bidders sought to restart abandoned SC nuclear power projectRenewed interest in South Carolina's abandoned nuclear reactors may be spurred by the growing demand for energy to power AI datacenters.
Microsoft's Next Power Source for AI Data Centers Is Nuclear | EntrepreneurMicrosoft's agreement to purchase nuclear energy from Three Mile Island highlights the rising demand for carbon-free electricity due to AI expansion.
Bidders sought to restart abandoned SC nuclear power projectRenewed interest in South Carolina's abandoned nuclear reactors may be spurred by the growing demand for energy to power AI datacenters.
Nvidia supplier leads chip rally despite geopolitical fearsTSMC's strong earnings driven by AI demand signal a positive outlook for the semiconductor industry despite geopolitical concerns.
Investors all-in on datacenters despite AI power concernsInvestors are bullish about datacenter investments, propelled by AI demand, despite concerns regarding power supply availability.
Nvidia supplier leads chip rally despite geopolitical fearsTSMC's strong earnings driven by AI demand signal a positive outlook for the semiconductor industry despite geopolitical concerns.
Investors all-in on datacenters despite AI power concernsInvestors are bullish about datacenter investments, propelled by AI demand, despite concerns regarding power supply availability.
Intel's CHIPS Act grant reduced as production delays and losses mountIntel delays its Ohio chip project until the end of the decade, affecting confidence in meeting demand in the evolving tech landscape.
Palantir CEO says the company 'eviscerated' sales so hard execs have stopped talking about how 'crazy' he isPalantir's third-quarter earnings surpassed expectations, with significant revenue growth fueled by AI demand in the US.
Palantir CEO swipes at critics who called him 'batshit crazy' as earning results are so strong he tells staff to 'go home'Palantir's recent success has shifted perception, allowing CEO Alex Karp to confidently address criticisms about his leadership style while emphasizing strong product performance.
Palantir CEO says the company 'eviscerated' sales so hard execs have stopped talking about how 'crazy' he isPalantir's third-quarter earnings surpassed expectations, with significant revenue growth fueled by AI demand in the US.
Palantir CEO swipes at critics who called him 'batshit crazy' as earning results are so strong he tells staff to 'go home'Palantir's recent success has shifted perception, allowing CEO Alex Karp to confidently address criticisms about his leadership style while emphasizing strong product performance.
Super Micro Computer (SMCI) Price Prediction and ForecastSuper Micro Computer is set to benefit from explosive demand in the tech sector, particularly in AI and cloud computing.Analysts foresee significant growth potential for Super Micro Computer despite recent stock price declines.The company's strategies, such as a 10-for-1 stock split, aim to attract a wider investor base and increase production capacity.
Lumen Technologies (LUMN) Price Prediction and Forecast 2025-2030Lumen Technologies' stock rebounded significantly in 2024, raising hopes for recovery despite a previous negative P/E ratio and ongoing revenue challenges.
Super Micro Computer (SMCI) Price Prediction and ForecastSuper Micro Computer is set to benefit from explosive demand in the tech sector, particularly in AI and cloud computing.Analysts foresee significant growth potential for Super Micro Computer despite recent stock price declines.The company's strategies, such as a 10-for-1 stock split, aim to attract a wider investor base and increase production capacity.
Lumen Technologies (LUMN) Price Prediction and Forecast 2025-2030Lumen Technologies' stock rebounded significantly in 2024, raising hopes for recovery despite a previous negative P/E ratio and ongoing revenue challenges.
2 Semiconductor Stocks That Could Pop on Earnings This WeekEarnings reports for semiconductor stocks this week may significantly influence market trends and AI demand going forward. Investors should prepare for potential volatility.
AI Surge Could Trigger Global Chip Shortage by 2026A new global chip shortage could arise due to surging demand for AI products outpacing supply capabilities.AI-related services might drive demand for substantial investment in data centre capacity.
The AI Boom Is Raising Hopes of a Nuclear ComebackThe resurgence of nuclear energy is driven by soaring electricity demands from AI and tech companies for low-carbon sources.
Custom Networks division created by Lumen | App Developer MagazineLumen Technologies has generated $5 billion in new business, driven by substantial AI connectivity demand, and is poised for significant expansion in network infrastructure.
From chips to cloud, tech titans splash cash across APACTech giants invest in APAC infrastructure for AI demand.
Seagate makes HDD price hikes, says AI caused demand spikeRising demand for HDD and SSD due to AI usage is causing Seagate to increase prices.