Nvidia is structuring a massive $500 billion financing program backed by Wall Street to fund AI data centers, raising questions about debt, returns, and the val

Cerebras reported solid Q2 results and raised annual targets on strong AI chip demand, but investors sold off the stock sharply on disappointing execution.

CoreWeave's quarterly revenue more than doubled as the AI cloud provider reported a massive backlog, signaling sustained demand for AI compute.

Supermicro reported blowout quarterly results and a $72 billion FY2027 revenue forecast, and disclosed a gigawatt AI data center deal with SpaceX and xAI.

Memory chip stocks surged after a cooler CPI reading and strong AI-driven earnings from Nvidia partners boosted the semiconductor sector.

Nebius reported Q2 revenue that beat estimates on explosive AI cloud growth, sending shares sharply higher.

Cisco raised its AI orders to $9 billion and posted strong earnings, but the stock fell after-hours as investors weighed execution and resistance levels.

Lumentum's strong quarterly results sparked a broad rally in optics stocks including Coherent and Corning, highlighting AI data center demand beyond chips.

Foxconn reported record quarterly profit driven by AI server demand, while its CEO flagged CoWoS packaging as a 2027 ceiling for AI server production.

Taiwan Semiconductor reported strong July revenue growth and is raising spending to meet AI-driven demand, with analysts highlighting its advantaged position.

Intel is selling billions in stock to finance its AI chip ambitions, capitalizing on a rally in its shares on AI hopes.

U.S. stocks rose after inflation data came in as expected and a raft of AI earnings from chip and infrastructure companies drove a broad rally.

Nvidia detailed a new 800-volt DC power architecture designed for its AI factory data centers, addressing power infrastructure bottlenecks.

Broadcom is emerging as a major AI chip player with surging AI semiconductor revenue, a large bookings backlog, and a $100 billion revenue ambition.

The massive AI infrastructure buildout is contributing to inflationary pressures, complicating the Federal Reserve's rate policy path.

Thrive Holdings, backed by OpenAI, raised $2 billion from SoftBank and others to bring AI solutions to enterprise customers.

AI coding startup Cognition is reportedly seeking a mega round at a $40 billion valuation, just months after a $26 billion round.

Goldman Sachs highlighted select U.S. hardware stocks as beneficiaries of surging AI infrastructure spending.