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News

AOL.com
aol.com > articles > 3-forgotten-ai-stocks-rebound-160500000.html

3 Forgotten AI Stocks That Should Rebound From Their Corrections - AOL

19+ hour, 49+ min ago   (854+ words) Penguin Solutions' CXL products are quickly gaining momentum in AI data centers. MaxLinear's CEO expects at least two more years of high revenue growth. Aehr Test Systems is getting a lot of interest from hyperscalers and chipmakers. 10 stocks we like…...

NTD
ntd.com > ntdplus > ai-is-booming-what-is-the-market-pricing-in-michael-khouw_1172361.html

AI Is Booming. What Is the Market Pricing In? | Michael Khouw

13+ hour, 38+ min ago   (180+ words) AI spending is still expanding, and some chip companies tied to the buildout are producing unusually strong profits while their stocks trade at modest earnings multiples. On the surface, that looks reassuring. What would you like to watch today? AI…...

@phoronix
phoronix.com > news > Intel-One-Mono-Saved

Intel Reverses Decision To Cancel Their Open-Source Font Project

15+ hour, 9+ min ago   (218+ words) Amid Intel cutting back on open-source projects over the past two years as cost cutting measures at the company, their latest open-source project on the chopping block was the peculiar font they developed a few years back. The project was…...

AOL.com
aol.com > articles > why-alphabet-stock-just-popped-191301000.html

Why Alphabet Stock Just Popped - AOL

1+ day, 16+ hour ago   (371+ words) Alphabet just made available an app that will put Gemini AI on your PC. The app activates with a simple keyboard shortcut. Google search on your laptop. YouTube on your TV. Chrome on your phone. It often feels -- and probably…...

DIGITIMES
digitimes.com > news > a20/26/0911VL204 > ai-server-revenue-taipei-materials.html

AI server tracker: Taiwan's August filings say demand is still accelerating

2+ day, 2+ hour ago   (186+ words) The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch of unaudited Taipei filings, and it accelerated. The 49 Taiwan-listed companies spanning AI server assembly, cooling, power, substrates, materials, networking, test, and optics…...

BigGo Finance
finance.biggo.com > news > e4656730-d1b7-41d6-94d5-ddabc07a51d6

SpaceX Inks Another AI Hosting Deal as CFO Targets $100 Billion ARR by Year-End — BigGo Finance

2+ day, 57+ min ago   (1020+ words) SpaceX is rapidly converting its AI computing ambitions into a major revenue stream, with the company's finance chief signaling that a newly signed hosting agreement strengthens its path toward a $100 billion annual recurring revenue milestone before the end of 2026. Speaking…...

Seeking Alpha
seekingalpha.com > news > 4641860-spacex-signs-1-billion-a-month-ai-hosting-deal

SpaceX signs $1 billion-a-month AI hosting deal (SPCX:NASDAQ)

2+ day, 6+ hour ago   (95+ words) Seeking Alpha Sven Piper/iStock Editorial via Getty Images SpaceX (SPCX) has signed an artificial intelligence hosting agreement worth about $1.11 billion a month, giving the company greater confidence that it can reach a $100 billion annual recurring revenue run rate by…...

TradingView
tradingview.com > news > gurufocus:e1d723f42094b:0-google-just-made-an-ai-move-that-could-matter-far-more-than-wall-street-thinks

Google Just Made an AI Move That Could Matter Far More Than Wall Street Thinks

2+ day, 7+ hour ago   (209+ words) Alphabet Inc. (GOOGL, Financials), the parent company of Google and one of the largest cloud and AI providers, is taking its infrastructure deeper into university research. Google Public Sector is partnering with Morgan State University to build an AI-focused research…...

BASENOR
basenor.com > blogs > news > spacex-lands-13-3b-year-ai-compute-deal-starting-december-2026

SpaceX Lands $13.3B/Year AI Compute Deal Starting December 2026

2+ day, 7+ hour ago   (499+ words) The revenue ramp is aggressive by any measure. At $1.11 billion per month, this single contract alone would exceed the annual revenue of most publicly traded data-center operators. And it starts less than three months from the announcement date, implying the…...

Yahoo Finance
finance.yahoo.com > technology > ai > articles > alphabet-edges-higher-15-billion-175053768.html

Alphabet Edges Higher as $15 Billion Nuclear Bet Locks In AI Power

2+ day, 11+ hour ago   (186+ words) Yahoo Finance Oops, something went wrong U.S. markets close in 1h 48m Alphabet Edges Higher as $15 Billion Nuclear Bet Locks In AI Power This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL), Google's search, cloud and artificial-intelligence powerhouse, is directing at least 13 billion,…...