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Super Micro Computer (SMCI) stock is pushing 9% higher on Thursday after Goldman Sachs analysts said the AI server total addressable market (TAM) will expand rather aggressively through the end…
Nvidia does not run a sprawling venture book of public stocks. Its entire disclosed US equity portfolio is eight names, and a single one of them, Intel, accounts for 47.3%…
Tesla did not get paid for launching a robotaxi. Uber got charged for it. The consensus reading of 3 September is that the Cybercab going into commercial service in Austin…
Dell Technologies shares DELL rose more than 5% in trading on Wednesday as Goldman Sachs raised its forecast for the global server market, highlighting continued expectations for strong growth in…
Meta stock rose about 1.5% on Wednesday as broader markets moved higher ahead of a pivotal interest rate decision from the Federal Reserve, while fresh bullish calls from analysts added…
Tesla has confirmed a Roadster unveiling for October 1, 2026. It has not confirmed that the production car will fly. The distinction matters for investors deciding whether the event can…
OpenAI is working with rivals Anthropic and Google DeepMind on steps to address AI safety, as industry and lawmakers respond to growing concern that the technology poses economic and security…
Apple Inc. (AAPL) stock traded about 1% lower on Tuesday as broader market sentiment remained cautious, despite relative strength in the technology sector. The stock move comes as investors assess…
