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Key Points Microsoft and Alphabet depreciate servers over as long as six years, and Meta Platforms raised its assumption to 5.5 years in 2025. Amazon cut its assumption for a subset of servers to five years, citing the pace of AI development. Nvidia’s data center revenue totaled about $309 billion across fiscal 2025 and fiscal ...
Key Points Data center generated 58% of AMD’s revenue in the second quarter, versus about 42% a year earlier. Third-quarter guidance implies the segment reaches roughly 63% of sales if the rest of the company holds steady. Management expects data center revenue to more than double in 2027 as Helios systems ramp for OpenAI, Meta ...
Key Points Nvidia can become a significantly larger company over the next decade, driven by secular growth in the semiconductor market and new catalysts. The company’s impressive long-term earnings growth potential can send the stock soaring over the next five years. Investors can buy Nvidia at an attractive valuation right now. 10 stocks we like ...
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Friday (September 4) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$81,049.94, trading 1.3 percent higher over the past 24 hours. Bitcoin price chart ...
Key Points The AI infrastructure build-out is still in its early innings, which suggests that there is still a lot of money to be made for companies supplying it. Nvidia and Broadcom both gave guidance for their fiscal 2028s that points to substantial AI growth. 10 stocks we like better than Broadcom › Boring investing ...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco QQQ Trust (Symbol: QQQ) where we have detected an approximate $1.9 billion dollar inflow — that’s a 0.4% increase week over week in outstanding units (from 680,700,000 to 683,300,000). Among the largest underlying components ...
Key Points Most investors have heard by now that yields on government bonds are soaring. It’s been on the front page of every newspaper. Yields are rising as bond investors around the world are selling many of their longer-maturity bonds — like those maturing in five, 10, and 30 years — amid worries about rising ...
Key Points Recent news of a $10.2 billion secondary share sale doesn’t help the short-term case for this stock. Alibaba is spending heavily on AI infrastructure, and will direct all of the proceeds from this stock sale to its build-out. The stock could remain under near-term pressure. 10 stocks we like better than Alibaba Group ...
Key Points Tesla launched the Cybercab at an invite-only event in Austin on Thursday, and riders there can now hail the two-seat robotaxi through the Robotaxi app. The second-quarter update Tesla published on July 22 dropped the Cybercab from its sentence about volume production starting in 2026. Tesla calls battery pack capacity expansion the main ...
Key Points If you’re looking to invest in dividend-paying stocks for that sweet passive income, good for you! Dividends are a great way to collect cash without having to sell any stocks — and that cash can help support you or can be deployed to buy more shares of stock. If you’re considering investing in ...