The problem with AI valuations is that infrastructure spending is running far ahead of the revenue available to support it.

During the August 18 episode of Mad Money, Jim Cramer turned his attention toward the resilience of the American consumer and ...

Burry recently called Etched, a four-year-old AI chip startup, “serious competition” for Nvidia. The timing makes the warning ...

Okay, right now, except for today, we have an incredible bull market in semiconductors and semiconductor capital equipment.

On August 13, Applied Industrial Technologies (NYSE:AIT) held its fiscal fourth-quarter earnings call, and the numbers ...

On August 20, Nebius Group (NASDAQ:NBIS) confirmed what had already rattled its stock a day earlier: a $5 billion convertible ...

On August 20, Broadcom (NASDAQ:AVGO) was reported by Bloomberg News to be negotiating more than $60 billion in fresh debt to ...

On August 20, Nvidia Corp. (NASDAQ:NVDA) denied a report by The Information claiming it planned small-batch shipments of a ...

O0, Alibaba Group (NYSE:BABA) reported that quarterly net profit had fallen 75% from a year earlier, even as revenue for the ...

Riot Platforms, Inc. (NASDAQ:RIOT) struck a $9.1 billion, 20-year computing deal with Anthropic this week, leasing 191 ...

On August 13, Oracle Corporation (NYSE: ORCL) and Amazon.com, Inc. (NASDAQ: AMZN )’s Web Services announced a major expansion ...

Hims & Hers Health, Inc. (NYSE: HIMS) shares fell over 2% on Tuesday even after the telehealth company posted second-quarter ...