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News

OPINIONS

 supermicros-all-in-one-data-center-kits-could-change-how-companies-go-online

Supermicro introduces new business line, DCBBS, allowing organizations to design, order, and build complete data centers from o...

 oracle-launches-ai-factory-to-help-businesses-modernize-and-scale-ai

Oracle launches AI Factory to accelerate AI adoption and modernization. Offers tailored solutions for faster deployment.

 broadcoms-10gw-ai-deal-with-openai-could-generate-up-to-300-billion-revenue-analysts-highlight-growth-from-custom-silicon-and-networking-solutions

Broadcom (AVGO) and OpenAI launch multi-year partnership to deploy 10GW of custom AI silicon and rack-level systems, positionin...

Core News & Articles

To gain an edge, this is what you need to know today.

 elon-musk-mark-zuckerberg-jeff-bezos-gain-billions-as-sp-500-nasdaq-rally-adds-60-billion-to-top-10-billionaires-wealth

The world's ten richest people gained nearly a combined $60 billion on Monday as global markets rallied amid hopes of easin...

 amd-stock-is-rising-tuesday-heres-why

Advanced Micro Devices Inc (NASDAQ:AMD) shares are trading higher Tuesday after the company announced that Oracle Corp (NYSE:OR...

 oracle-cloud-to-deploy-50000-amd-chips-challenging-nvidias-dominance

Oracle's (NYSE: ORCL) Cloud Infrastructure announced on Tuesday that it will deploy 50,000 Advanced Micro Devices (NASDAQ: ...

Core News & Articles

Beginning in calendar Q3 2026, Oracle will be the first hyperscaler to offer a publicly available AI supercluster powered by 50...

 wolfe-research-upgrades-advanced-micro-devices-to-outperform-announces-300-price-target

Wolfe Research analyst Chris Caso upgrades Advanced Micro Devices (NASDAQ:AMD) from Peer Perform to Outperform and announces...

Core News & Articles

https://www.cnbc.com/2025/10/14/oracle-cloud-to-deploy-50000-amd-ai-chips-as-alternative-to-nvidia.html

 mizuho-maintains-outperform-on-advanced-micro-devices-raises-price-target-to-275

Mizuho analyst Vijay Rakesh maintains Advanced Micro Devices (NASDAQ:AMD) with a Outperform and raises the price target from...

 nvidia-broadcom-highlighted-as-sector-leaders-drive-ai-growth-despite-buildout-risks-analyst

Bank of America analyst outlines key factors for U.S. semiconductor sector amid AI frenzy and potential bubble concerns.

 wall-street-rallies-as-trumps-tariff-threat-fades-broadcom-jumps-10-whats-moving-markets-monday

Wall Street rebounds as Trump downplays China tariff threat. The S&P 500 rose 1.5%, while the Nasdaq 100 rallied 2%.

 intel-faces-cpu-market-share-losses-and-limited-ai-integration-analyst-flags-challenges

Intel's recent $80 billion increase in market cap reflects improved finances & potential in foundry services, rather th...

 nvidia-amd-marvell-taiwan-semiconductor-surge-after-friday-dip-on-trumps-china-remarks-openai-broadcom-ai-chip-deal

Semiconductor companies rebounded from selloff, boosted by Trump's positive remarks on China trade and OpenAI's $500 bi...

 altimeter-capital-ceo-brad-gerstner-breaks-down-amd-openai-gpu-bet-says-lisa-su-is-betting-the-farm-to-catch-up-to-rival-nvidia

Altimeter Capital CEO Brad Gerstner called AMD's multi-billion-dollar partnership with OpenAI a "bet-the-farm" gamb...

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