Trump has dismissed AI danger warnings as a hoax while analysts assess how AI and data-center investment is supporting US growth.
Super Micro Computer (SMCI) stock rose 9.5% on Thursday, September 17, closing just over $40. The move followed a bullish call on how big the market for AI servers gets. That call may well be right.
Goldman Sachs spent weeks inside decades of income data and came back with an answer that is more complicated than most ...
NVIDIA just posted triple-digit growth and Broadcom matched it with a custom chip story that has hyperscalers quietly betting ...