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News
Forget AMD: This AI Hardware Stock Is the Smarter Bet Right Now
6+ day, 3+ hour ago (487+ words) The custom chipmaker is a genius buy at these levels. Broadcom forecasts strong growth in 2027 and 2028. Advanced Micro Devices(NASDAQ: AMD) has had a great year, rising more than 120% so far. However, it has gotten a bit hot. AMD's valuation…...
Broadcom or AMD? Here's Why the Market Is Pricing the Same AI Boom So Differently Across 2 Chip Stocks.
2+ week, 1+ day ago (511+ words) Broadcom is the steadier AI infrastructure play, benefiting from its custom chip design business, networking products, and long-term commitments from hyperscaler clients. AMD offers greater upside potential as it challenges Nvidia in the AI accelerator market, but it carries more…...
Broadcom vs. AMD: Which AI Chip Stock Is the Better Buy?
4+ week, 1+ day ago (623+ words) Broadcom delivered better guidance, while AMD had higher revenue growth in the most recent quarter. AMD is poised to benefit from rising CPU demand, while Broadcom doesn't produce that product. Broadcom has a more attractive valuation and is expected to…...
Can Direct-to-Chip Cooling Strengthen APLD's Hyperscale Appeal?
3+ mon, 3+ week ago (301+ words) The Globe and Mail Can Direct-to-Chip Cooling Strengthen APLD's Hyperscale Appeal? Applied DigitalAPLD is aligning its infrastructure strategy around one of the biggest emerging bottlenecks in AI computing, thermal management. As hyperscalers deploy larger GPU clusters, rising rack densities and…...
Is Nebius Set to Gain AI Cloud Momentum After NVIDIA's $2B Commitment?
6+ mon, 2+ day ago (16+ words) The Globe and Mail...
Battle Royale: BigBear.ai vs. SoundHound AI. Only One Can Make You Rich.
6+ mon, 1+ week ago (229+ words) SoundHound AI has developed an agentic AI voice chatbot for voice interactions. BigBear.ai is focused on security and defense. It's a bear vs. a hound in today's battle royale! Shares of AI voice recognition specialist SoundHound AI (NASDAQ: SOUN)…...
Has This Back-From-the-Dead Semiconductor Stock Really Gotten Its Mojo Back?
7+ mon, 30+ min ago (337+ words) Semiconductor stocks have recovered in the face of unprecedented demand from artificial intelligence adopters. Even some of the worst performers have bounced back. However, given the history of one key player in the chip industry, some fear the rebound could…...