AI
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Nvidia – Can it Reach $1 Trillion in Revenue
During the recent GTC 2026 conference, Nvidia once again demonstrated that it plays in its own league. The bar it had…
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The Memory Hungry Rally Could Last Longer Than we Think
The global semiconductor memory market is entering a new, long-term phase of shortages that could last until 2030. This is the…
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Amazon – The Beginning of The End of AI Dreams
The American e-commerce giant is increasingly less associated with an online store and more often viewed in a one-dimensional way…
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BESI.NL Shares Skyrockets 11% on Takeover Talk
Shares of BE Semiconductor Industries NV (BESI.NL) are currently up about 11% following reports Reuters that the Dutch semiconductor equipment manufacturer is the target of a takeover.…
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Meta’s Propriety AI Chips “No Dependence no Control”
Meta Platforms is intensifying the development of its own artificial intelligence chips as part of the strategic MTIA project, planning…
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Dell Surges 12% Amid AI Powering 40% Revenue Growth
Dell Technologies reported fourth-quarter and full-year fiscal 2026 results, delivering record revenue, earnings, and cash flow. The company also presented very…
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AMD Surges 14% on AI Mega-Deal With Meta Platforms
Meta Platforms (META.US) has announced a five-year program to purchase AMD-based AI infrastructure totaling 6 gigawatts, set to begin in the second…
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Stocks – Nvidia CEO ” AI is Once in a Generation Opportunity” Stock Jumps Over 7%
NVIDIA (NVDA.US) shares are up 7.3% today following comments by CEO Jensen Huang, who called the expansion of AI infrastructure…
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Markets – DAX Moves Lower – Swatch Will Allow Watches to Be Designed Using Ai
European stock markets started the day on a positive note, buoyed by a rebound in precious metals markets. By midday,…
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Tech Round up: Mixed bag as Meta shares surge but Microsoft falters
The first of the big tech earnings are out, and they are a mixed bag. Microsoft, Meta and Tesla all…
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