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Nvidia gets the headlines, but the company quietly linking all those GPUs together just posted 115% revenue growth and added optics as a second major growth engine. Here is the case for a 2027 price target that leaves Wall Street
AMD’s planned US$8.2b all stock acquisition of Fei-Fei Li’s World Labs has pushed AI infrastructure back into the spotlight, and investors hate feeling late to a big shift. When a major chipmaker reshapes its future around world models and robotics-ready AI, ripple effects can touch hardware suppliers, datacenter…
US stocks trade mixed as Nasdaq gains, Treasury yields stay elevated, oil remains volatile and investors focus on AI, Fed policy and geopolitics.