Nebius is doubling down on GPU capacity, targeting 250% ARR growth, and is better capitalized than its rival CoreWeave. Read ...

The US is considering slashing its tariffs on China's goods at trade talks this weekend, after President Trump's promised ...

A few years ago, you couldn't even glance sideways at a media source without mention of the so-called "Magnificent Seven" ...

When it comes to semiconductors and data centers, Nvidia is widely seen by investors and Wall Street analysts as the undeniable market leader. Considering that industry estimates suggest that Nvidia ...

There are even concerns that massive capital allocation plans already announced may be cut or pushed out. But there are more and more signs that spending is continuing and even accelerating. If that ...

Wedbush Securities senior equity analyst Daniel Ives, known for his vocal and bullish stance on tech stocks, has referred to AI as "the biggest tech transformation in over 40 years." He estimates that ...

Q1 2025 Earnings Call Transcript May 8, 2025 DoubleVerify Holdings, Inc. misses on earnings expectations. Reported EPS is ...