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INSANE: 61 - The Real Truth

Dear Super Micro Computer Stock Fans, Mark Your Calendars for May 26

Super Micro is still posting explosive top‑line growth and big EPS gains, but the DOJ export‑scheme indictment, a lost Oracle order, and excess Nvidia GPU inventory for xAI have turned it from a pure AI winner into an overhang‑heavy story trading at a discount multiple.

Barchart

Fake GPUs have gotten so good, even a repair expert was initially fooled by this scam Nvidia RTX 4090 — so be careful out there

'This is the best scam I've ever seen': repair expert can't believe how good this fake Nvidia RTX 4090 GPU is.

TechRadar

"A one-of-a-kind gaming laptop": How did ASUS fit an RTX 5090 inside a dual-screen PC? I tested the new ROG Zephyrus Duo to find out.

ASUS's dual-screen ROG Zephyrus Duo gaming laptop is here, and I got my hands on it early to test it out. Here's what you need to know before buying.

Windows Central

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Michael Burry Bets Against Red-Hot Chip Stocks — Says They 'Will Return To Earth'

Michael Burry recently bet against the semiconductor industry's rapid growth while disclosing new investments in undervalued software stocks.

International Business Times UK

Microsoft researchers have revealed the 40 jobs most exposed to AI—and even teachers make the list

Sorry, Gen Z: AI is expected to soon reshape dozens of popular professions—and possibly make some tasks obsolete.

Fortune

‘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.

Fortune

China’s decision to block the $2 billion Meta-Manus deal shows how far Washington and Beijing are drifting apart over AI

Both Washington and Beijing now seek to maintain control of strategic technologies and prevent them from leaking to the other.

Fortune

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As Nvidia and Oklo Partner on AI Factories, Should You Buy OKLO Stock?

Oklo is partnering with Nvidia and Los Alamos National Laboratory to develop nuclear-powered AI factories.

Barchart

What Happens When Big Pharma Meets Big Tech?

As AI bolsters the drug discovery pipeline, the boundaries of pharmaceuticals and technology are becoming increasingly blurred.

International Business Times

5 AI Infrastructure Stocks Smart Money Is Buying Before the Next Surge

Institutional investors have been steadily accumulating shares in five AI infrastructure companies, including Vertiv, Arista Networks, and Celestica.

MarketBeat

How Nvidia Stock Could Be the Biggest Loser From the SpaceX IPO

SpaceX is planning to build its own GPUs before its $1.75 trillion IPO. Here is what that could mean for Nvidia stock and AI chip investors watching closely.

Barchart

1 Top Semiconductor Stock Nobody Is Talking About

Lam stock is up 52% YTD, beating Nvidia, Alphabet, and Apple. Yet, it isn’t making headlines.

Barchart

Intel’s share price just blew the doors off. One man thinks he knows the reason why

Written off as a legacy chipmaker, Intel is staging a comeback—riding the AI boom, forging alliances, and betting big on a future it once failed to see.

Fortune

Jensen Huang tells CEOs 'don't leave' California — Nvidia CEO says he's fine paying the ‘highest taxes in the world'

As tech CEOs flee California to avoid higher taxes, Nvidia CEO Jensen Huang says he doesn't mind paying.

TechRadar

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Space

AI sped up James Webb Space Telescope data analysis from years to days. What can it do for the groundbreaking Rubin Observatory?

AI algorithms can sharpen naturally blurry images taken by ground-based telescopes, revealing details otherwise visible only to space-borne machines like Webb and Hubble.

PC Gamer

Rumours suggest Nvidia's next-next gen Fenyman AI GPUs will use Intel Foundry tech for some of the components

Green and blue, in harmony once more.

Caixin Global

Tech Brief (April 27): China Tightens Algorithm Governance to Protect Gig Workers

Pony.ai unveils Nvidia-powered autonomous driving domain controller, Moore Threads posts 155% revenue jump in first quarter

MarketBeat

Follow the Flow: 3 Stocks Absorbing the Market's Biggest Rotation

Larry Benedict identifies NVIDIA, D.R. Horton, and Oracle as top rotation targets as market volatility drives institutional money into Mag 7, housing, and software sectors.

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Tom’s Hardware

DeepSeek launches 1.6 trillion parameter V4 on Huawei chips as U.S. escalates AI theft accusations — U.S. gov't alleges IP theft by DeepSeek and other Chinese AI firms

DeepSeek on Friday released a preview of its V4 large language model, the Hangzhou-based startup's most powerful to date.

International Business Times

AMD Stock Buy or Sell in 2026: AI Momentum Fuels Bullish Outlook Despite Valuation Risks

Advanced Micro Devices Inc. shares have delivered strong gains in 2026, but the question of whether to buy, sell or hold the semiconductor giant remains a hot debate on Wall Street as the company rides the artificial intelligence wave while facing steep competition and elevated valuations.

International Business Times

Nvidia Stock Buy or Sell in 2026: AI Dominance Fuels Strong Buy Consensus Despite High Valuation

Nvidia Corp. remains one of the most compelling yet polarizing investment stories in 2026, with Wall Street analysts overwhelmingly recommending investors buy shares of the AI chip leader even as the stock trades at elevated valuations following massive gains driven by insatiable demand for its GPUs.

PC Gamer

Nvidia rolls out GPT-5.5-based Codex to 10,000 of its employees, who apparently all think it's 'mind-blowing' and 'life-changing'

Go on, let me hear what the grumpy office admin really thinks.

International Business Times UK

Intel's 20% Explosion: Why 'AI Agents' Just Saved the Most Famous Chipmaker in History

Intel's stock surged over 25% following strong earnings and AI-driven growth, surpassing Wall Street expectations. The company anticipates continued revenue growth despite ongoing chip shortages.

TechRadar

'It was awesome to see it work': OpenAI deploys GPT-5.5 Codex across Nvidia Blackwell systems – 50x efficiency boost and 35x cost reduction makes AI ‘viable at enterprise scale’

Nvidia boasts of extreme efficiency and cost savings after deploying OpenAI's Codex on its Blackwell systems.

Barchart

As Investors Panic Over a Last Oracle Contract, Should You Buy, Sell, or Hold Super Micro Computer Stock?

The AI server maker has reportedly taken a hit of more than a billion dollars.

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