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Prediction: The Iran War Will Reshape Where AI Gets Built for the Rest of 2026
2+ hour, 50+ min ago (556+ words) It reveals a major threat to AI hyperscalers' Middle East expansion plans. The humanitarian consequences of the war in Iran have already been massive. Thousands of people have been killed, millions more have been wounded or displaced, and countless lives…...
Why Nvidia Could Remain the Most Important Stock of the 2020s
1+ hour, 19+ min ago (838+ words) The semiconductor giant has spread its influence beyond artificial intelligence (AI) chips. One of the most prominent artificial intelligence (AI) stocks has been Nvidia (NVDA 1.56%). The company posted blowout earnings when it announced results for its fourth quarter results for…...
Meta Platforms Just Unveiled Its New AI Chips. Should Nvidia Investors Be Worried?
2+ hour, 42+ min ago (465+ words) Meta introduced four new self-designed AI chips last week, in collaboration with Broadcom. Nvidia (NVDA 1.56%) is known as the king of artificial intelligence (AI), but as the industry migrates from training large language models to inference, will its competitive moat…...
IT Spending Will Exceed $6 Trillion for the First Time in 2026 Thanks to Artificial Intelligence (AI). Here's How to Invest.
18+ hour, 1+ min ago (791+ words) The data center spending spree is ramping up. Gartner forecasts that global information technology (IT) spending will hit $6.15 trillion this year, up 10.8% over 2025 levels. Many of the top tech companies in the world have announced massive increases in their capital…...
Meta Platforms Stock Dips on AI Model Worries. Time to Buy?
21+ hour, 19+ min ago (730+ words) Here's why the growth stock's pullback on Friday may have been an overreaction. Shares of Meta Platforms (META 3.77%) took a hit this week following reports that the social media giant is delaying the rollout of its newest custom artificial intelligence…...
Worried About a Stock Market Bubble in 2026? Here's a Smarter Way to Prepare.
18+ hour, 43+ min ago (394+ words) Worried About a Stock Market Bubble in 2026? Here's a Smarter Way to Prepare.The Motley Fool - There is some worry that the AI infrastructure market could be headed toward a bubble. - A reduction in AI data center spending will hurt…...
Satya Nadella Says "All Software Is Being Rewritten." Here's 1 of the Best Artificial Intelligence (AI) Stocks to Own for 2026.
19+ hour, 9+ min ago (645+ words) Taiwan Semiconductor makes most of the hardware companies like Microsoft use to run their artificial intelligence (AI), making it the ultimate pick-and-shovel play for the tech industry. Microsoft CEO Satya Nadella said last year that as much as 30% of Microsoft's…...
Prediction: Arm Holdings Could Ride the Edge AI Boom for Years
21+ hour, 13+ min ago (160+ words) Rick is a Wall Street Journal best-selling author with a passion for investing- namely, stock analysis and options trading. He produces content in both written and video form and chances are, you've seen his work in one of several publications,…...
You'll Never Believe What Broadcom's CEO Just Said About AI Demand
21+ hour, 35+ min ago (259+ words) Broadcom's custom AI chip business is booming. Broadcom (AVGO 4.11%) is probably the least well-known trillion-dollar company. It burst onto the scene just recently, but I think it could be headed much higher. It's currently the eighth-largest company in the world…...
The Bull Case and Bear Case for CoreWeave Stock Right Now
1+ day, 3+ hour ago (473+ words) Is CoreWeave a buy or a stock to avoid? CoreWeave (CRWV +1.57%) has been at the heart of this artificial intelligence (AI) revolution in recent months. The company offers something in great demand -- capacity for workloads -- and has seen revenue soar....
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