Key Points After dominating the AI training market, Nvidia has positioned itself to be a leader in inference as well. Cerebras’ super-fast inference solution should help it gain a foothold in the huge market. AMD is aggressively tackling inference from multiple angles. 10 stocks we like better than Nvidia › Inference has become the fastest-growing ...
Intel Corporation INTC and Qualcomm Incorporated QCOM are two premier U.S.-based semiconductor firms focusing on AI (artificial intelligence), advanced chip technologies and the data center semiconductor ecosystem. Both are competing hard in the AI-powered PC processor market, with Intel pushing Xeon-based AI infrastructure and Qualcomm expanding its AI accelerator and data-center CPU roadmap, expanding its ...
Key Points Microsoft and other tech giants have been spending aggressively on artificial intelligence (AI). High spending levels have raised concerns about whether AI investments are worthwhile. Recently, Microsoft told employees to be more mindful of AI usage. 10 stocks we like better than Microsoft › The trouble with tech is that many companies want ...
Key Points Shares of the streaming giant have dropped as revenue growth slows. However, Netflix is well-positioned as the subscription video-on-demand leader. Management is leveraging its content expense to expand margins and grow cash flow. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) has seen its stock drop around 46% since peaking ...
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Friday (August 7) as of 11:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$64,929.85, trading 0.3 percent higher over the past 24 hours. Bitcoin hit a ...
Lear Corporation LEA reported second-quarter 2026 adjusted earnings of $4.28 per share, up 23.3% year over year. Earnings beat the Zacks Consensus Estimate of $3.89 by 10.03%. Revenues rose 3% to $6.21 billion and surpassed the consensus mark of $6.14 billion by 1.17%. The quarter benefited from strong net operating performance, new Seating business and ...
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Wednesday (August 5) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$64,842.31, up by 1.2 percent over the past 24 hours. According to crypto ...
When supply tightens, the companies controlling the chokepoint often win the most. Listen to the audio version of this article (generated by AI). Editor’s Note: Wall Street spends a lot of time debating which company will build the smartest AI. But my colleague Eric Fry is asking a much more basic question… Where are these ...
Oracle Corporation ORCL and Alibaba Group BABA sit at opposite ends of the globe but occupy strikingly similar ground in today’s technology race. Both transformed from legacy roots, enterprise software for Oracle and e-commerce for Alibaba, into full-stack cloud and AI powerhouses, pouring billions into data centers, custom silicon, and language models. The comparison feels ...
Rare earth magnets sit inside robots, EVs, satellites, and chipmaking equipment – and China controls the supply chain Listen to the audio version of this article (generated by AI). In October 1973, America learned an unforgettable lesson about what happens when a strategic rival controls the one input everything runs on… Arab oil producers announced ...
