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SHOCKING: 4 - You Need To See This

Researchers recycle old phones and cluster them into ‘computing platforms’ that operate as a low-cost data center — says processors on modern smartphones deliver higher single-core performance than comparable multicore servers

A team of researchers from UC San Diego found that 'old' smartphones from 2023 could be combined to build a server capable of running apps locally, instead of relying on cloud servers located on a distant site.

Tom’s Hardware

CoreWeave Just Raised $3.5 Billion. How to Play the AI Stock Here.

CoreWeave Just Raised $3.5 Billion. How to Play the AI Stock Here.

Despite explosive revenue growth and a $99.4 billion backlog, CoreWeave's rising losses and heavy spending continue to divide Wall Street.

‘The cost of compute is far beyond the costs of the employees’: Nvidia exec says right now AI is more expensive than paying human workers

‘The cost of compute is far beyond the costs of the employees’: Nvidia exec says right now AI is more expensive than paying human workers

Big Tech has announced $740 billion in capex this year, but AI has yet to show evidence of widespread increased productivity.

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What to Expect From Q2 Earnings as Tech Strength Broadens

S&P 500 companies posted nearly 29% earnings growth in Q1 2026, and Q2 estimates of 22% EPS growth are expected to top 30%, with energy and tech leading gains.

CEA Anantha Nageswaran says AI stock valuations definitely in a bubble

India's Chief Economic Advisor V Anantha Nageswaran warns that artificial intelligence stock valuations are a bubble. He believes the narrative around AI's productivity gains and impact on jobs is exaggerated. Global investors have poured billions into AI-linked companies, driving record valuations for firms like Nvidia. Concerns are rising about a…

The Economic Times

AI cryptomining network's 320,000 RTX 3090-class GPUs allegedly burn 112 megawatts of power on ‘zero useful AI computation’ — GPU rental costs jump 38%, but Pearl’s cards are doing random matrix math, study claims

A preprint claims Pearl’s AI mining network consumes 320,000 GPU-equivalents and 112 MW while producing no verified useful AI computation.

Tom’s Hardware

AI euphoria to end? Chris Wood warns mega IPOs, bond pressures may trigger tech correction

Jefferies strategist Christopher Wood has warned that the AI-driven stock rally may face a near-term correction amid rising bond yields, crowded positioning and upcoming mega IPOs. While AI spending remains strong, concerns over valuations, liquidity shifts and uncertain returns suggest increased volatility in global technology stocks.

The Economic Times

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Nvidia begins Vera CPU sales pitch to Chinese clients, sources say

Nvidia begins Vera CPU sales pitch to Chinese clients, sources say

The outreach underscores how the world's most valuable company is quickly pivoting to the new product to revive its rapidly declining fortunes in China, as shipments of its second-most powerful AI chip, the H200, to the country have stalled for months.

The Economic Times

Mag 7? MANGOS? SpaceX forces name rethink on Wall Street's tech-stock moniker

Mag 7? MANGOS? SpaceX forces name rethink on Wall Street's tech-stock moniker

SpaceX's massive $2 trillion IPO has challenged the 'Magnificent Seven' moniker, as its valuation now surpasses Tesla and Meta. With other tech giants like OpenAI and Anthropic poised for public debuts, market strategists are scrambling for new labels. While some propose 'MANGOS' or 'Magna Atoms', others believe the 'Magnificent Seven'…

The Economic Times

TSMC Revenue Surges 30% in May on Relentless AI Demand. TSM Stock Is Still Undervalued Here.

TSMC Revenue Surges 30% in May on Relentless AI Demand. TSM Stock Is Still Undervalued Here.

The world's most important chipmaker just gave investors another reason to believe the AI boom is far from over.

AMD challenges Nvidia's DGX Spark with $3,999 Ryzen AI Halo with Windows 11 support — Strix Halo desktop undercuts Nvidia by $700, packs 128GB of unified memory

AMD challenges Nvidia's DGX Spark with $3,999 Ryzen AI Halo with Windows 11 support — Strix Halo desktop undercuts Nvidia by $700, packs 128GB of unified memory

Powered by the Ryzen AI Max+ 395 processor and 128GB of unified memory, AMD's developer kit arrives as a direct competitor to Nvidia's DGX Spark, which recently saw a price increase to $4,699.

Tom’s Hardware

Nvidia CEO Jensen Huang Isn’t Worried About the Chip Rout. The Numbers Back Him Up on NVDA Stock.

Nvidia CEO Jensen Huang Isn’t Worried About the Chip Rout. The Numbers Back Him Up on NVDA Stock.

Huang views the ongoing semiconductor selloff as a prime buying opportunity.

Nvidia raises RTX Pro 6000 Blackwell GPU pricing to $13,250 — 55% increase over MSRP in a year's time

Nvidia raises RTX Pro 6000 Blackwell GPU pricing to $13,250 — 55% increase over MSRP in a year's time

Nvidia now sells the RTX Pro 6000 Blackwell graphics cards for $13,250, while partner offerings start at $11,359.99.

Tom’s Hardware

SpaceX IPO: Biggest Initial Public Offering in U. S history draws new grouping name at Wall Street. Check latest social media offerings

SpaceX IPO: Biggest Initial Public Offering in U. S history draws new grouping name at Wall Street. Check latest social media offerings

SpaceX IPO has set off a race to devise the next cool acronym. These groupings are not formal market categories, but shorthand labels coined by strategists.

The Economic Times

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Siri AI may be privacy-first, but the new 'personal-context understanding' features really creep me out

Siri AI may be more powerful than ever and just a private, but these features don't sit right with me.

Tom’s Hardware

Nvidia preps to sell its Vera CPUs into China as its GPU sales stay frozen — customers encouraged to place orders for CPU shipments as early as August

Nvidia has told Chinese clients that its Arm-based Vera server CPUs could be available as soon as August.

From Underperform to Buy. Here Is Why BofA Just Changed Its Mind on INTC.

Intel has received a double rating upgrade from a Bank of America analyst with a price target of $135.

Windows Central

GPUs are still shipping at a frantic rate despite market pressure — I didn't expect Intel to post the only growth

New findings from Jon Peddie Research indicate that GPU shipments held strong in Q1 2026, but there's more to the story than just a flat market.

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Tom’s Hardware

Radeon RX 9070 XT finally appears in Steam Hardware Survey — RDNA 4 flagship surprisingly lands just behind RTX 5080

AMD’s Radeon RX 9070 XT graphics card has finally penetrated the Steam Survey video card results table, going straight in at position 25.

Iran Labels Elon Musk’s Space Assets as Targets with SpaceX IPO Underway

Iran's threats against Starlink and SpaceX assets arrive just as the rocket company prepares for the biggest IPO in Wall Street history.

The Best Semiconductor ETFs: How You Can Mine the AI Gold Rush

The best semiconductor ETFs hold the chipmakers benefitting from historically high spending by artificial intelligence hyperscalers and data center builders.

Possibly the first instance of Asus' anti-melting 12V-2×6 power cable…err…melting shows up, adding more fuel to the fire that is Nvidia's connector

Normally I'd suggest burning such things to the ground but they're doing that themselves.

This Tiny Australian AI Stock Up 4,000% in 2026 Just Inked a Nvidia Deal. Here's the Story.

Sharon AI is one of Nvidia’s newest partners, with a deal to expand AI infrastructure in Australia.

Nvidia CEO Jensen Huang Calls AI ‘Insanely Profitable’ for TSMC. How to Play TSM Stock Here.

Jensen Huang’s “insanely profitable” comment underscored TSMC’s central role in the AI chip boom and strengthened investor confidence in its growth outlook.

Analysts Keep Hiking Nvidia's Forecast Revenue and Price Targets - Is NVDA Too Cheap?

Analysts keep raising both their Nvidia revenue forecasts for next year and their price targets. This implies that free cash flow will be higher than expected. NVDA stock could be worth $330, or +61%.

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