Cybersecurity stocks surged in 2026 as AI-enabled cyberattacks rose 89%. Explore the trends driving demand, valuations, and ...

Enterprise and neocloud demand, rack-scale CPUs, and liquid cooling are driving a $1 trillion AI server opportunity. Here’s ...

In early October 2026, three large AI hardware financing deals made headlines. SpaceX is reportedly looking to raise $40 billion to acquire Nvidia processors, and Broadcom is reportedly turning to its ...

In April, there was a major shift in the AI accelerator market, and for once, it didn’t come from Nvidia. Six months later, merchant TPUs are moving from announcement to commercial execution, with ...

On October 12, 2026, Microsoft announced its Maia 300 custom AI chip, with CEO Satya Nadella calling it his company’s “biggest bet yet on our own silicon.” Microsoft is expecting to scale to ...

If 2026 were a race, with less than three months left to go, we would be a lap or two ahead of other tech portfolios. We were up +70% YTD before the recent period of volatility began, placing us about ...

This week, AMD reached a $1 trillion market cap – an incredible victory given the company was on the brink of bankruptcy in 2014. When Lisa Su became CEO of the company, she inherited a company with ...

Three months ago, GPUs were all the rage, and the idea that CPUs could challenge GPUs when it comes to AI budgets was unfathomable. The shift in this perception is evident not only in management ...

CoreWeave saw muted price action following the latest earnings report; yet the soft price action is rare for the AI darling. The company went public in March and has stood out as the premier IPO among ...

Nvidia has traversed choppy waters so far in 2025 as concerns have mounted about how the company plans to sustain its historic levels of demand. It began with DeepSeek in late January, was furthered ...