INSANE: 17 - The Real Truth

CoreWeave’s Backlog Keeps Growing -- And So Does Its List of Believers

CoreWeave's massive debt dwarfs the $104 billion backlog, yet the stock is gaining strength and winning more customers.

Barchart · Sep 11

Chip startup d-Matrix to use Nvidia chip-linking tech in AI servers

Artificial intelligence workloads have been shifting from training AI models to ‌running them ⁠for everyday ⁠use, a process known as inference. While Nvidia's pricey ​graphics processors dominate training workloads, d-Matrix specializes in inference.

The Economic Times · Sep 11

NVDA Stock Alert: What to Know as Nvidia Faces DOJ Probe

Nvidia stock sinks on reports of a DOJ probe into its Groq deal. Should you buy the dip in NVDA shares?

Barchart · Sep 10

Nvidia’s Jensen Huang Says AGI Has Arrived. Here’s the Part Many Investors Are Ignoring.

Jensen Huang says AGI has arrived, but the real signal for Nvidia investors is the 400,000 GPUs coming next.

Barchart · Sep 10

Dear Super Micro Stock Fans, Here's What August's Rally Means for SMCI

Super Micro Computer stock rallied throughout August on strong order book and Cisco Nvidia partnership.

Barchart · Sep 10

Insider Sales Eclipse $450M Across 3 AI Winners, With NVIDIA Leading the Pack

NVIDIA, Caterpillar, and Elastic insiders sold over $450 million in shares combined after strong rallies, led by NVIDIA's Mark Stevens, Caterpillar's CEO Joseph Creed, and Elastic's Shay Banon.

MarketBeat · Sep 10

Broadcom vs. Marvell: One AI Stock is Crushing It This Year. I'm Still Picking the Other.

Broadcom and Marvell both ride the custom AI chip boom, but one offers diversified growth and the other direct exposure. Here's how they compare.

Barchart · Sep 10

Nebius Just Became Palantir’s Preferred AI Infrastructure Partner. What This Means for NBIS Stock.

Palantir named Nebius its preferred sovereign AI infrastructure partner on Sept. 8, sending shares up 7.7% after the news.

Barchart · Sep 10

China's AI chipmakers raise prices as high-bandwidth memory shortage bites

Huawei has lifted the indicated price of its Ascend ​950DT accelerator card, which integrates an AI processor with memory and other components, to above 250,000 yuan ($37,255), two people said.

The Economic Times · Sep 10

Nvidia CEO Jensen Huang Just Called CrowdStrike Its Top Security Partner. How to Play CRWD Stock Here.

CrowdStrike’s rapid growth and expanding AI opportunity have analysts optimistic, but the cybersecurity stock carries a hefty valuation.

Barchart · Sep 10