$5,100 split between these 5 AI infrastructure stocks could be worth that much by 2030
Spending on artificial intelligence (AI) infrastructure continues to soar, benefiting stocks across the semiconductor value chain. In June, Bloomberg Intelligence predicts that AI spending on hardware, software, and services will reach $2.3 trillion by…
Marvell stock jumps after company raises 2028 revenue forecast to $20 billion
What happened: Marvell Technology (MRVL) stock jumped about 8% on Tuesday, hitting its highest level since June. What’s behind this move: The semiconductor designer raised its revenue forecast for fiscal 2028, beating the average analyst estimate.…
Skydance credit rating downgraded due to debt
The ability of the new Skydance to repay its massive debt following the mega-merger of Paramount and Warner Bros. Discovery is questioned by credit rating agency Fitch. Led by CEO David Ellison, Skydance opened Tuesday with a nearly unprecedented level…
American Airlines to build massive new lounge at Charlotte hub
Could this be the most essential airport lounge in America? You could certainly make this argument about American Airlines’ new club, which was just announced for Charlotte Douglas International Airport (CLT). The American unveiled on Tuesday its…
OpenAI releases another batch of mathematical breakthroughs
The results have been awaited for weeks, although so far OpenAI has not provided details on what problems the model addresses or when exactly they will be released. In September, the company said its model had “solved more than 100 long-standing open…
How the Rest of the Stock Market Could Outpace Tech Giants This Earnings Season
The “Magnificent Seven” could cede their leadership to the entire market, if early profit projections are to be believed. As a group, the artificial intelligence darlings are expected to have increased their profits by 20.3% in the third quarter compared…
Former Anthropic Staffer Warns AI Labs Working to Automate Researchers
Automated AI research is on the horizon, a former Anthropic and OpenAI researcher has said, warning that it could leave humans completely unable to control what comes next. Jacob Coxon, the 27-year-old who publicly resigned from Anthropic last month…
Student protests in France highlight debt crisis that could spread to rest of Europe
London — The unprecedented wave of student protests in France has laid bare the country’s growing financial pressures, which will become increasingly difficult to manage as Europe’s second-largest economy tries to bring a growing budget…
California moves to ban common kitchen items after incurable disease rates soar
California is seeking to ban the creation or installation of artificial quartz due to reports of deadly lung illnesses that are increasingly affecting workers who carve the material to make kitchen countertops. California’s Occupational Safety and…
Not Nvidia. Not Micron. If I could buy and hold just one artificial intelligence (AI) chip stock until 2030, it would be this one.
Every GPU that powers a model training cluster has to be built somewhere, and that somewhere is almost always a factory operated by Semiconductor manufacturing in Taiwan (TSM -0.72%). Taiwan Semi doesn’t design the artificial intelligence (AI)…