Cantor Fitzgerald analyst says market has Nvidia’s AI story wrong, sets $350 price target
Cantor Fitzgerald analyst C.J. Muse says investors are wrongly treating Nvidia as if it is losing the AI race and…
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Bond traders raise credit risk measures for Broadcom amid massive AI financing push
Bond traders have pushed up Broadcom's credit default swap prices and bond yields in August, outpacing moves at Oracle and…
SpaceX Aims to Launch Nvidia-Powered AI Satellites by Late 2027
SpaceX plans to launch its first Nvidia-powered AI satellites by the fourth quarter of 2027, moving up a timeline it…
Micron’s Customers Put Up $22 Billion as Data Centers Outstrip Memory Supply
Micron's customers have committed $22 billion in deposits under its first 16 take-or-pay supply agreements, and CEO Sanjay Mehrotra says…
Nvidia’s Groq 3 LPX rack enters full production after $20 billion deal
Nvidia said its Groq 3 LPX rack has entered full production, turning technology from its $20 billion Groq acquisition into…
