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Business intelligence
from24/7 Wall St.
14 hours ago

Oracle Price Prediction: One Wall Street Analyst Says ORCL Could Hit $240 This Year

Oracle trades at $165 after a 23% pullback despite delivering its strongest quarter in over a decade, with Barclays raising its price target to $240, implying 45% upside potential by end of 2026.
Business
from24/7 Wall St.
2 days ago

SanDisk (SNDK) Stock Soars 11.6% Today: Micron Technology (MU) and Western Digital (WDC) Also See Strong Gains

Memory and storage stocks surged Monday as investors viewed last week's selloff as a buying opportunity, driven by sustained AI infrastructure demand for NAND flash memory and hard disk drives.
from24/7 Wall St.
3 days ago

Does $150 Oil Matter to Nvidia?

Nvidia is a fabless semiconductor company. It designs chips, outsources manufacturing to TSMC, and sells the resulting hardware to hyperscalers and enterprises racing to build AI infrastructure. Oil prices don't show up anywhere in Jensen Huang's risk factors. China export controls do. TSMC supply chain concentration does. Oil? Not once.
Artificial intelligence
Business
from24/7 Wall St.
6 days ago

Copper Prices Are Still Surging: Here's the Only ETF You Need to Play It

CPER outperforms the S&P 500 due to structural copper demand from electrification and AI infrastructure, while supply constraints from declining ore grades and peak production create long-term tailwinds.
Gadgets
fromTechCrunch
1 week ago

Memory shortage could cause the biggest smartphone shipments dip in over a decade | TechCrunch

AI-driven RAM shortage causes smartphone shipments to drop 12.9% in 2026, the largest decline in over a decade, while average selling prices rise 14% to $523.
fromLondon Business News | Londonlovesbusiness.com
1 week ago

US futures hold steady after Nvidia's results - London Business News | Londonlovesbusiness.com

The chipmaker delivered better-than-expected results and projected current-quarter revenue above consensus, citing continued robust spending by major technology firms on AI infrastructure. Management emphasised that generative AI represents a structural shift in computing demand and signalled that, despite supply constraints at TSMC, Nvidia was able to secure the components needed to meet demand.
Artificial intelligence
Gadgets
fromEngadget
2 weeks ago

HP says RAM now accounts for more than a third of its PC costs

PC component costs have doubled due to AI infrastructure demand, with RAM now comprising 35% of system costs, prompting price increases across the industry.
Business
from24/7 Wall St.
3 months ago

OKLO vs. Cameco: Which Nuclear Energy Play is a Better Value?

Nuclear energy stocks provide indirect exposure to AI-driven energy demand with potentially lower downside than direct AI technology investments.
UK news
fromTheregister
3 months ago

London grid crunch delays new housing amid datacenter boom

London's electricity grid constraints from growing datacenter and housing demand require long-term strategic planning to prevent further construction delays.
Tech industry
from247wallst.com
3 months ago

Live: Coverage of Dell's Q3 Earnings

Dell faces growing AI-driven revenue but recurring post-earnings selloffs, postponed Project Maverick, and margin/execution risks that will test its fiscal Q3 2026 outlook.
Venture
from24/7 Wall St.
5 months ago

Nano Nuclear Energy (Nasdaq: NNE) Shoots Up 20% On Nuclear Sentiment Change

Nano Nuclear Energy shares surged over 20% on investor shift to nuclear power, boosted by S&P BMI inclusion, government support, and AI-driven demand.
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