#ai-infrastructure

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Business
from24/7 Wall St.
2 hours ago

Ford Just Rallied 43% In a Month: What Could Push the Stock to $20 Per Share?

Ford shares surged on AI-infrastructure-adjacent momentum driven by Ford Energy battery storage contracts and capacity plans, with potential upside toward $20 despite lower analyst targets.
#data-centers
Venture
from24/7 Wall St.
1 day ago

Overhyped AI Stocks: 1 Pure-Play Infrastructure Stock Under $30 to Buy Right Now

Cipher Digital provides leased data center capacity for hyperscalers, offering contracted revenue and AI infrastructure exposure at a sub-$30 share price.
Environment
fromFast Company
1 day ago

This map tracks 4,000 AI data centers being built-and reveals where the biggest boom is

A crowdsourced map tracks over 4,000 major AI data centers in the U.S., highlighting community concerns about their growth, locations, and impacts.
Artificial intelligence
from24/7 Wall St.
4 days ago

IREN's CEO Just Said 11 Words that Delivered the AI Boom a Brutal Reality Check

AI data center expansion is constrained by power-connection timelines, pushing gigawatt AI factories to 2030 before compute becomes available.
Business intelligence
fromTechRepublic
3 hours ago

AI Data Centers Now Account for 17% of Australia's Private Investment

Private investment in Australia rose 6.5% in early 2026, driven largely by data center equipment spending tied to AI infrastructure expansion.
US politics
fromThe Atlantic
4 hours ago

Why Everyone Hates AI Data Centers

Data centers powering AI face environmental, economic, and political backlash that unites left and right opposition through local conflicts.
Business
from24/7 Wall St.
5 hours ago

Price Prediction: CoreWeave Stock Could Triple by 2030

CoreWeave combines rapid AI infrastructure revenue growth and large backlog with significant capex and debt pressure, creating a wide upside-to-risk range.
Venture
from24/7 Wall St.
1 day ago

Overhyped AI Stocks: 1 Pure-Play Infrastructure Stock Under $30 to Buy Right Now

Cipher Digital provides leased data center capacity for hyperscalers, offering contracted revenue and AI infrastructure exposure at a sub-$30 share price.
Environment
fromFast Company
1 day ago

This map tracks 4,000 AI data centers being built-and reveals where the biggest boom is

A crowdsourced map tracks over 4,000 major AI data centers in the U.S., highlighting community concerns about their growth, locations, and impacts.
Artificial intelligence
from24/7 Wall St.
4 days ago

IREN's CEO Just Said 11 Words that Delivered the AI Boom a Brutal Reality Check

AI data center expansion is constrained by power-connection timelines, pushing gigawatt AI factories to 2030 before compute becomes available.
Artificial intelligence
fromTechCrunch
3 hours ago

So you've heard these AI terms and nodded along; let's fix that | TechCrunch

AGI, AI agents, and API endpoints are defined as increasingly capable systems, autonomous task executors, and software interfaces that enable integrations.
Business
from24/7 Wall St.
5 hours ago

South Korea Is Up Nearly 96 Percent in 2026 and These 3 ETFs Let You Play the Chip Nation Story at Different Risk Levels

Korean equities have surged as AI-driven HBM demand concentrates supply in Samsung and SK Hynix, rerating South Korea and boosting related ETFs.
Business
from24/7 Wall St.
5 hours ago

ServiceNow Soars 14% on Enterprise AI Rotation as Dell's Blowout Earnings Lift Software Sector

ServiceNow shares surged 14% as capital returned to oversold enterprise software, supported by strong Dell AI infrastructure results and AI-focused momentum across Snowflake and Wipro.
#semiconductors
Business
from24/7 Wall St.
8 hours ago

What If Chip Stocks Aren't in a Supercycle After All?

Semiconductor stocks have surged on AI demand, but risks remain tied to whether AI buildout accelerates and efficiency gains sustain valuations.
from24/7 Wall St.
9 hours ago
Artificial intelligence

Wedbush's Dan Ives: AI Revolution Is Only in Third Inning. Here's Why Nvidia and U.S. Chip Stocks Have Years of Upside Left.

Tech industry
from24/7 Wall St.
3 days ago

This Proves The AI Boom Will Last Through 2027

AI infrastructure spending has runway through 2027, and Taiwan Semiconductor’s demand commentary is the clearest signal of whether that outlook holds.
Tech industry
from24/7 Wall St.
3 days ago

AMD Is Up 5% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA?

A UBS Micron price-target increase lifted semiconductor stocks, boosting AMD most due to diversified AI exposure across CPUs, accelerators, and agentic workloads.
Business
from24/7 Wall St.
6 hours ago

This is Where Micron Stock Will Trade in 5 Years

Micron’s AI-driven memory growth is strong, but reaching $1,250 by 2031 requires major additional valuation expansion despite bullish sentiment.
Business
from24/7 Wall St.
8 hours ago

What If Chip Stocks Aren't in a Supercycle After All?

Semiconductor stocks have surged on AI demand, but risks remain tied to whether AI buildout accelerates and efficiency gains sustain valuations.
Artificial intelligence
from24/7 Wall St.
9 hours ago

Wedbush's Dan Ives: AI Revolution Is Only in Third Inning. Here's Why Nvidia and U.S. Chip Stocks Have Years of Upside Left.

AI investment remains early, with most of the 9-inning game still ahead, benefiting models, software, chips, and supporting infrastructure.
Tech industry
fromTNW | Business
2 days ago

Micron approaches $1tn as UBS sees a path to $1.8tn over 12 months

Long-term HBM and DDR supply agreements could smooth memory earnings into a utility-like profile, supporting a much higher Micron valuation.
Tech industry
from24/7 Wall St.
3 days ago

This Proves The AI Boom Will Last Through 2027

AI infrastructure spending has runway through 2027, and Taiwan Semiconductor’s demand commentary is the clearest signal of whether that outlook holds.
Tech industry
from24/7 Wall St.
3 days ago

AMD Is Up 5% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA?

A UBS Micron price-target increase lifted semiconductor stocks, boosting AMD most due to diversified AI exposure across CPUs, accelerators, and agentic workloads.
Business
from24/7 Wall St.
6 hours ago

Prediction: AMD's Rapid Data Center Expansion Fuels Bullish Target

AMD has surged on strong AI data center growth, major GPU deployment commitments, and bullish forecasts, with a $527.29 price target and buy recommendation.
#palantir
from24/7 Wall St.
6 hours ago
Business

Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally

Business
from24/7 Wall St.
6 hours ago

Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally

Palantir shares rose after Dell and Snowflake earnings validated AI infrastructure partnerships and fueled a broader software and AI rally.
Business
from24/7 Wall St.
8 hours ago

Palantir at $136, AMD at $167: Buy, Sell or Hold?

Palantir and AMD are AI infrastructure leaders, but current valuations suggest limited upside for Palantir and heightened expectations for continued proof.
Business
from24/7 Wall St.
1 day ago

Palantir Is Down 20% in 2026 and It's Still My Favorite Stock Idea: Here's Why

Palantir’s accelerating AI infrastructure revenue growth and raised guidance support a strengthened conviction despite a 2026 drawdown.
#datacenters
Business intelligence
fromtheregister
6 hours ago

AI and data sovereignty in Postgres: An answer to the datacenter energy crisis

Datacenter and AI expansion is constrained by energy and grid timelines, forcing executives to optimize “intelligence per watt” as demand accelerates.
fromtheregister
1 day ago
Environment

Europe told to cool its datacenter boom before water and power run short

Europe’s datacenter growth for AI and cloud needs integrated water and energy policy to meet cooling demands without harming the environment.
Business intelligence
fromtheregister
6 hours ago

AI and data sovereignty in Postgres: An answer to the datacenter energy crisis

Datacenter and AI expansion is constrained by energy and grid timelines, forcing executives to optimize “intelligence per watt” as demand accelerates.
Environment
fromtheregister
1 day ago

Europe told to cool its datacenter boom before water and power run short

Europe’s datacenter growth for AI and cloud needs integrated water and energy policy to meet cooling demands without harming the environment.
Tech industry
from24/7 Wall St.
7 hours ago

The Secret Energy Play Overlooked by AI Investors That Is Set to Soar

U.S. power shortages constrain AI data center expansion, making grid-interconnect capacity a bottleneck and creating opportunity for under-$30 power-exposed infrastructure providers.
#stock-market
Tech industry
from24/7 Wall St.
7 hours ago

Live Nasdaq Composite: Tech Stocks Fuel Historic May Gains as AI Earnings Impress

Stocks rise in May’s final session as easing oil prices and Middle East ceasefire optimism lift major indexes, with tech leading and Dell and Meta in focus.
Business
from24/7 Wall St.
2 days ago

Stock Market Live May 27, 2026: S&P 500 (SPY) Running as Oil Drops Under $90

Markets are higher as Hormuz traffic restoration expectations lift stocks, while Goldman raised its S&P 500 target and Dell heads into earnings.
Tech industry
from24/7 Wall St.
7 hours ago

Live Nasdaq Composite: Tech Stocks Fuel Historic May Gains as AI Earnings Impress

Stocks rise in May’s final session as easing oil prices and Middle East ceasefire optimism lift major indexes, with tech leading and Dell and Meta in focus.
Business
from24/7 Wall St.
2 days ago

Stock Market Live May 27, 2026: S&P 500 (SPY) Running as Oil Drops Under $90

Markets are higher as Hormuz traffic restoration expectations lift stocks, while Goldman raised its S&P 500 target and Dell heads into earnings.
Venture
from24/7 Wall St.
8 hours ago

VGT Has Doubled VUG and MGK Since April's Split and Here's Why

Post-split performance diverged sharply: the Information Technology ETF outperformed both growth ETFs, driven by stronger semiconductor and platform software exposure.
Tech industry
from24/7 Wall St.
8 hours ago

OpenAI Needs 1.4 Gigawatts of Power. It Called a Michigan Utility Nobody's Ever Heard Of. That Stock Could Beat the Nasdaq

AI infrastructure demand is shifting from chips to electricity, and regulated utilities with long-term data-center power contracts can compound steadily.
Business
from24/7 Wall St.
8 hours ago

Stock Price Prediction: Arm Holdings Has Limited Upside Despite 177% Rally

Arm Holdings has surged on AI infrastructure demand, but near-term upside appears limited, leading to a hold rating and a $314.30 12-month price target.
Tech industry
from24/7 Wall St.
10 hours ago

Every AI Chip on Earth Needs This Company's Technology. It Has an 80% Gross Margin. And You've Probably Never Heard of It

Rambus supplies memory interface and controller IP that enables DDR5, LPDDR5X, and HBM for AI accelerators, with high margins and net-cash balance sheet.
Business
from24/7 Wall St.
10 hours ago

CoreWeave Lost $740 Million in 90 Days. Then Meta Handed It $21 Billion. Welcome to the AI Economy

CoreWeave shows rapid revenue growth and a massive backlog alongside sharply rising losses, capex, and interest expense.
#agentic-ai
from24/7 Wall St.
1 week ago
Venture

Macrohard and Terafab: The Tesla and SpaceX Joint Ventures Wall Street Hasn't Priced In

Macrohard and Terafab are early, Tesla-partnered AI and chip initiatives tied to SpaceX’s pre-IPO plans, with terms and IP not finalized.
Venture
from24/7 Wall St.
1 week ago

Macrohard and Terafab: The Tesla and SpaceX Joint Ventures Wall Street Hasn't Priced In

Macrohard and Terafab are early, Tesla-partnered AI and chip initiatives tied to SpaceX’s pre-IPO plans, with terms and IP not finalized.
Cryptocurrency
fromnews.bitcoin.com
15 hours ago

Bit Digital Grows Treasury to 158,462 ETH With New $20M Purchase

Bit Digital bought 8,568 ETH for $20 million, expanding its treasury to 158,462 ETH to support NAV growth and AI infrastructure strategy.
#high-performance-computing
Tech industry
fromnews.bitcoin.com
16 hours ago

Terawulf Expands AI Strategy With 1GW Data Campus and $3B Backing

Terawulf acquired a Kentucky data center campus to deliver over 1GW of AI and HPC capacity by 2030, supported by power and transmission readiness.
Artificial intelligence
fromTESLARATI
1 week ago

SpaceX reveals what Anthropic will pay for massive compute deal

Anthropic will pay SpaceX $1.25 billion monthly for exclusive access to Colossus computing clusters through May 2029, totaling nearly $45 billion.
Tech industry
fromnews.bitcoin.com
16 hours ago

Terawulf Expands AI Strategy With 1GW Data Campus and $3B Backing

Terawulf acquired a Kentucky data center campus to deliver over 1GW of AI and HPC capacity by 2030, supported by power and transmission readiness.
Artificial intelligence
fromTESLARATI
1 week ago

SpaceX reveals what Anthropic will pay for massive compute deal

Anthropic will pay SpaceX $1.25 billion monthly for exclusive access to Colossus computing clusters through May 2029, totaling nearly $45 billion.
Tech industry
from24/7 Wall St.
22 hours ago

Peter Schiff: The $1 Trillion AI CapEx Bubble Is Hiding a Massive Capital Misallocation

Companies are investing about $1 trillion yearly in AI infrastructure that may become obsolete within years, creating liquidity and capital misallocation risks.
Venture
fromAxios
1 day ago

Anthropic overtakes OpenAI as the most valuable AI startup

A funding round led by major investors will expand compute capacity, scale Claude products, and support safety and interpretability research.
Tech industry
fromtheregister
1 day ago

Google, Canonical team up to certify Ubuntu images for TPU VMs

Certified Ubuntu images for Google Cloud TPU VMs are now the default, with Canonical-supported Ubuntu 22.04 LTS for v5/v6 and Ubuntu 24.04 LTS for TPU7x.
Tech industry
from24/7 Wall St.
1 day ago

Super Micro Computer Spikes 9%, SanDisk Climbs 4% as the AI Infrastructure Trade Heats Up

Super Micro Computer and SanDisk rise on broad AI infrastructure demand expectations, with traders favoring server and NAND “picks-and-shovels” exposure.
#optical-interposers
Venture
from24/7 Wall St.
1 day ago

Jim Cramer Won't Touch POET. The Reddit Crowd Thinks He's Wrong. Somebody's About to Lose a Lot of Money

POET’s optical interposer and packaging promise faces execution and customer-risk concerns, leading to caution despite sharp stock swings and major order cancellations.
Business
from24/7 Wall St.
1 week ago

Prediction: POET Stock's Outlook Just Turned Bleak

POET’s stock has surged on Lumilens deal momentum, but fundamentals, losses, and legal risks support a sell view with a lower price target.
Venture
from24/7 Wall St.
1 day ago

Jim Cramer Won't Touch POET. The Reddit Crowd Thinks He's Wrong. Somebody's About to Lose a Lot of Money

POET’s optical interposer and packaging promise faces execution and customer-risk concerns, leading to caution despite sharp stock swings and major order cancellations.
Business
from24/7 Wall St.
1 week ago

Prediction: POET Stock's Outlook Just Turned Bleak

POET’s stock has surged on Lumilens deal momentum, but fundamentals, losses, and legal risks support a sell view with a lower price target.
European startups
fromTechCrunch
1 day ago

Why Paris may be the most important AI city outside Silicon Valley | TechCrunch

Paris is becoming a central hub for AI policy, research, investment, and enterprise deployment, reflecting Europe’s growing startup and infrastructure strength.
from24/7 Wall St.
1 day ago

The U.S. Market Is On Fire, But One Surprising Country Has Outperformed U.S. Stocks 10-to-1 Since the Start of 2025

EWY shares traded near $205.52 midday Thursday, after climbing 4% on the session. SPY shares sit at $750.46, up 27% over one year, a strong number that looks pedestrian against the global leaderboard. The figures come from a Charlie Bilello and Creative Planning chart shared on X showing 2025-2026 total returns in U.S. dollars. SPY and the broader U.S. market are on fire by any normal standard. They're just global laggards right now, and that challenges the "U.S. exceptionalism" trade that has dominated allocations for years.
Business
Business
from24/7 Wall St.
1 day ago

Despite Hitting a $1 Trillion Valuation, Micron Remains My Favorite Stock for 2026

Micron’s HBM supply is fully sold for 2026 while AI demand keeps expanding, supporting sustained earnings strength into 2026.
Tech industry
from24/7 Wall St.
1 day ago

Intel vs AMD: The Ideal Long-Term Investment

Intel is rebuilding through foundry and CPU partnerships amid losses, while AMD is monetizing AI infrastructure demand with accelerating data center profits.
#nvidia
from24/7 Wall St.
1 day ago
Business

Forget Nvidia As a $39 Trillion Debt Time Bomb Meets a Divided Fed, This Unstoppable Monopoly Is a No-Brainer Buy

Business
from24/7 Wall St.
1 day ago

Forget Nvidia As a $39 Trillion Debt Time Bomb Meets a Divided Fed, This Unstoppable Monopoly Is a No-Brainer Buy

NVIDIA’s valuation and customer concentration raise risk as higher capital costs approach, while Berkshire Hathaway offers a lower-multiple margin of safety.
Artificial intelligence
from247wallst.com
3 days ago

Jensen Huang Said Compute Equals Revenue. Nvidia Can Easily 3x If He's Right

Nvidia’s AI infrastructure demand is projected to scale rapidly, supporting major revenue growth and potentially reaching $750B+ annually by 2027-2028.
Artificial intelligence
fromwww.bbc.com
1 week ago

Nvidia's record result fails to impress investors

Nvidia reported record revenue and profit growth driven by data center AI demand, while forecasts project $3tn–$4tn annual AI infrastructure spending.
#cfo-leadership
fromFortune
1 day ago
Women in technology

The CFOs steering Big Tech's trillion-dollar AI bet | Fortune

Artificial intelligence
fromFortune
2 days ago

Five giant hyperscalers-and Nvidia-share a surprising trait: female CFOs | Fortune

AI infrastructure spending now defines Big Tech CFO roles, requiring balance-sheet risk management and long-term compute investment decisions.
Women in technology
fromFortune
1 day ago

The CFOs steering Big Tech's trillion-dollar AI bet | Fortune

Women CFOs at major hyperscalers and Nvidia are driving AI infrastructure spending, making compute access a strategic asset and elevating CFO influence.
Artificial intelligence
fromFortune
2 days ago

Five giant hyperscalers-and Nvidia-share a surprising trait: female CFOs | Fortune

AI infrastructure spending now defines Big Tech CFO roles, requiring balance-sheet risk management and long-term compute investment decisions.
Business intelligence
fromTechzine Global
1 day ago

Huawei integrates storage and AI into a five-layer infrastructure

Processed tokens and AI agents are growing rapidly, requiring secure, fast, data-centered infrastructure to make AI valuable for business workloads.
Business
from24/7 Wall St.
1 day ago

Jim Cramer Says DoorDash Is a Buy Despite 30% Decline. The Real Problem: Wall Street Wants Semiconductors Only

DoorDash is viewed as a buy despite weakness driven by sector rotation away from platform stocks toward semiconductors and AI infrastructure.
Tech industry
fromTNW | Tiktok
1 day ago

ByteDance is building its own CPUs on Arm and RISC-V to feed its AI infrastructure

ByteDance is building custom data-centre CPUs on Arm and RISC-V to reduce reliance on Intel and AMD amid rising prices and export controls.
Tech industry
fromtheregister
1 day ago

Bare metal cloud servers now cheaper and more readily available than on-prem hardware, says Nutanix CEO

Hyperscalers can deliver cheaper, faster bare-metal infrastructure than enterprises due to bulk purchasing power, shifting some customers toward cloud while on-prem AI remains cost-predictable.
Venture
fromAlleyWatch
2 days ago

The AlleyWatch Startup Daily Funding Report: 5/27/2026

OpenRouter, Pace, Ornn AI, and Farm To People raised new NYC startup funding across Series B and other rounds with detailed investor participation and totals.
fromJezebel
2 days ago

Data Centers Just Keep Getting More Massive and Apocalyptic

Every day, the strife at the center of director Ari Aster's 2025 film Eddington seems less satirical and more purely and devastatingly documentary. At the time of its release, the public discourse surrounding was largely centered around the way it depicted the early days of the COVID-19 pandemic, the period so many refer to offhandedly as "lockdown" and the way that policies such as social distancing, masking and public health initiatives were co-opted into the culture war and absorbed into preexisting petty feuds between individuals.
Austin
fromAxios
2 days ago

What it would take to rebuild U.S. manufacturing might

The U.S. imports $3 trillion in manufactured goods each year. But only about a quarter of that is what the researchers classify as "Achilles' heels" because those goods are essential to national security, involve highly concentrated supply chains, and/or are imported from geopolitical rivals.
European startups
Silicon Valley
fromTechRepublic
2 days ago

SK Hynix Tops $1 Trillion Valuation as AI Memory Boom Reshapes Chip Market

SK Hynix reached $1 trillion valuation as AI data center demand tightens memory supply and lifts chip prices, boosting earnings across major memory makers.
Business
from24/7 Wall St.
2 days ago

The Street Just Said Micron Can Double From Here. History Says Targets Like This Are Either Genius or Generational Top-Ticks

Micron surged after UBS raised its price target to $1,625, driven by sold-out 2026 HBM capacity and accelerating AI data-center memory demand.
DevOps
fromZDNET
2 days ago

Why the future of AI is on-premises - business advice from Dell Tech World 2026

Businesses are moving AI from cloud pilots to on-premises and hybrid infrastructure to improve sovereignty, governance, latency, and control while managing rising LLM costs.
European startups
fromTNW | Eu
2 days ago

Germany and Spain push back on Brussels' plans to ban Huawei gear bloc-wide

Germany and Spain oppose EU-wide binding bans on Huawei and ZTE, citing Beijing retaliation risk and higher AI-infrastructure costs.
Venture
fromTechCrunch
2 days ago

ClickHouse triples anualized revenue to $250M, charting a path toward an IPO | TechCrunch

ClickHouse has surpassed $250M annualized revenue run rate, tripling year over year, with a $15B valuation and plans for IPO within a few years.
Venture
fromTechCrunch
3 days ago

OpenRouter more than doubles valuation to $1.3B in a year | TechCrunch

OpenRouter raised $113M Series B to expand a multi-model AI gateway used for cost control and improved reasoning across 400+ models.
Cryptocurrency
from24/7 Wall St.
3 days ago

We Asked 4 AI Models If $10,000 In XRP Beats $10,000 In Nvidia by 2030

XRP is forecast to have higher upside and higher volatility than Nvidia by 2030, while Nvidia is projected to be more resilient in downturns.
Toronto startup
from247wallst.com
3 days ago

Tesla vs Nvidia: Both Market's Favorite, But One Is a Best Buy Now

Tesla shows improving margins and growing FSD subscriptions, while Nvidia shows rapid AI infrastructure revenue growth and high gross margins at far lower valuation risk.
Business
from247wallst.com
3 days ago

A $10.2 Billion Hidden AI Revenue Stream Most Investors Are Missing

Caterpillar’s data center generator sales drive over 10% of revenue, with Power Generation revenue up 41% year over year and a record $63B backlog.
from24/7 Wall St.
3 days ago

DRAM's 49 Percent Korea Weighting Means Half the Fund Trades While New York Is Closed

Korea has two large memory companies: Samsung and SK Hynix. Meanwhile, the Roundhill Memory ETF ( BATS:DRAM) has done what hot launches do: rip. The fund is up 90% since its April 2, 2026 inception, and it has $10.38 billion in fund assets under management, and added more than $1 billion in a single day on May 8.
Business
Cryptocurrency
fromnews.bitcoin.com
3 days ago

Meltem Demirors Says Banks Won as Bitcoin ETFs Pull Crypto Into Wall Street's Orbit

Spot bitcoin ETFs have not increased bitcoin’s usefulness and have instead pulled crypto into traditional finance, creating an identity crisis.
fromFortune
4 days ago

Elon Musk's best friend could make $100 billion on SpaceX. His firm is also owed billions | Fortune

His name is Antonio Gracias, a handsome private equity investor from Detroit. The two met through the Silicon Valley web at the turn of the century, and soon Gracias-at 55, just one year older than Musk-lent Musk $1 million in his early days at Tesla, when the company was teetering on the edge of bankruptcy. The two have been best friends ever since. Gracias was a groomsman at Kimbal Musk's wedding, the families have vacationed together, spent the holidays together, and even traveled to David Copperfield's private island in the Bahamas.
Venture
Business
from24/7 Wall St.
4 days ago

Micron's 50% Problem: Why Having Too Few Microchips is Making Investors Rich

Memory supply shortage is structural and expected to persist well beyond 2026, limiting Micron’s ability to meet customer demand to about 50%–two thirds.
Retirement
from24/7 Wall St.
4 days ago

The Math That Should Terrify Index Investors: AI Chips Account for Nearly All S&P 500 Gains

Removing AI-related holdings from the S&P 500 reduces recent returns sharply, showing passive indexes are concentrated AI bets.
London startup
fromTNW | Uk
4 days ago

UK venture funding doubled to $10.5bn in the first four months of 2026, on the back of three giant rounds

UK-domiciled companies raised $10.5bn in venture capital in early 2026, driven by a few very large late-stage and seed rounds.
Tech industry
fromBenzinga
1 week ago

Meta's $125 Billion AI Bet Might Be The Capex Trap Of The Decade - Meta Platforms (NASDAQ:META)

Meta reported Q1 revenue growth of 33% to over $56 billion, with gross margins near 82% and ARPU up 28.2% to $15.82.
Tech industry
from24/7 Wall St.
5 days ago

'He Knows the Flaws Because He Knows the Man': Why Elon Musk's OpenAI Attack Is Really About xAI

Musk’s legal and partnership moves function as competitive strategy, with Tesla as the main public vehicle for xAI exposure and Microsoft as the primary counterparty.
Venture
from24/7 Wall St.
5 days ago

XOVR ETF: Watch Hyperscaler AI Capex Before Summer 2026 Earnings Season

Hyperscaler AI capex is the key driver for XOVR, with NVIDIA-linked earnings and private-public weighting effects likely to re-rate quickly on guidance changes.
Artificial intelligence
from24/7 Wall St.
5 days ago

What Nvidia's CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention

AI GPU rental prices for older models are rising, breaking normal semiconductor price-decline cycles and signaling persistent infrastructure demand.
Artificial intelligence
fromTNW | Anthropic
5 days ago

The US blacklisted Anthropic as a security threat. Its spy agencies are using Claude anyway.

Chip shortages forced the NSA to keep using Anthropic’s advanced AI on classified networks despite a Pentagon blacklist.
Artificial intelligence
from24/7 Wall St.
6 days ago

What CEO Sanjay Mehrota Just Said Shows Why Micron Is About to Become a $1,000 Stock

AI infrastructure demand is accelerating despite grid, copper, and packaging constraints, with memory—especially HBM—emerging as the key bottleneck.
Venture
fromFortune
6 days ago

Elon Musk's SpaceX IPO filing just told us what business he's betting on for the future-and it's not rockets | Fortune

SpaceX shows minimal current revenue and large losses, with future shareholder value depending on long-term AI success amid heavy competition and rising AI-focused spending.
Business
from24/7 Wall St.
1 week ago

Boring Beats Brilliant: How a Utilities ETF Has Quietly Trounced the S&P 500 in Every Recession This Century

Rising AI-driven electricity demand is boosting utility stocks, but utilities face higher risks and capital needs that may reduce their traditional defensive appeal.
Venture
from24/7 Wall St.
1 week ago

This AlphabetHeavy Fund Has a FrontRow Seat to the AI Boom - and the Market Can See Why It's Suddenly a Top Performer

Whale Rock Capital’s recent performance is driven by concentrated AI-related holdings and selective trimming of prior winners, with Advanced Energy Industries highlighted as a notable Q1 buy.
Business
from24/7 Wall St.
1 week ago

IREN's $3.4 Billion NVIDIA Deal Points To Something Big Around The Corner

IREN shows strong AI infrastructure momentum with major cloud contracts and rising AI Cloud Services revenue despite recent revenue misses and large impairments.
DevOps
fromInfoQ
1 week ago

InfoQ Launches Online AI Engineering Cohort and Certification for Senior Software Practitioners

Senior engineers face fewer internal peers to challenge decisions, so a confidential cohort applies proven frameworks to production AI engineering with cross-company feedback.
European startups
fromtheregister
1 week ago

ZTE unveils localized roadmap for Eurasia's digital future at GSMA M360 Eurasia 2026

Networks and computing must converge into integrated intelligent infrastructure to support AI-driven traffic and computing demand.
European startups
fromTechzine Global
1 week ago

French AI consortium aims for billions from European data center fund

AION plans a €10 billion France AI data center to secure European AI infrastructure funding and expand computing, energy, and data capacity for digital sovereignty.
World politics
fromWIRED
1 week ago

The Gulf's AI Boom Has an Undersea Cable Problem

Gulf AI growth depends on a small number of undersea cables that are vulnerable to regional conflict and could disrupt compute and cloud ambitions.
Business
from24/7 Wall St.
1 week ago

Fed Chair Kevin Warsh Has a New Inflation Nightmare: AI Is Skyrocketing Prices

AI infrastructure demand has reversed decades of falling semiconductor prices, pushing inflation higher and tightening financial conditions.
Business
from24/7 Wall St.
1 week ago

Bloom Energy's Rally May Have Pushed the Stock Too Far

Bloom Energy’s stock rally outpaces fundamentals, with a $207.62 price target implying about 20.55% downside and a sell recommendation.
Venture
from24/7 Wall St.
1 week ago

Donald Trump and Nancy Pelosi Both Recently Bought the Same Underfollowed Stock. It Could Be a Massive AI Winner.

Vistra is being accumulated by politically connected investors as dispatchable power for AI data centers, supported by long-term power purchase agreements.
Business
from24/7 Wall St.
1 week ago

Buy, Sell or Hold Intel At $110

Intel has a $101.40 price target and is rated a high-conviction hold as recent gains appear largely priced in.
European startups
fromTNW | Asia
1 week ago

AMD commits more than $10bn to Taiwan's AI ecosystem with ASE, SPIL and Helios as the visible deliverables

AMD plans multi-year Taiwan investments to expand silicon, advanced packaging, and supply-chain capacity for the Helios rack-scale AI platform deploying in 2H 2026.
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