Jensen Huang says skilled tradespeople, not chips, are the real AI bottleneck. Quanta Services' record backlog and rich valuation show what that thesis looks like in the market.
Bobby Cook4 min read
Meta is building its first Canadian data center, a $9.18 billion facility in Alberta, as part of a global AI infrastructure push that has investors watching spending closely.
Franklin Gonzales2 min read
Berkshire Hathaway under new CEO Greg Abel poured over 29 billion dollars into Alphabet while exiting 16 other holdings. Here is what the GOOGL numbers show now.
Franklin Gonzales3 min read
Meta Platforms stock jumped after reports of a new cloud computing business. Here is how the move stacks up against its valuation, momentum and dividend yield.
Bobby Cook3 min read
With Micron Technology's fiscal Q3 results due June 24, a Cantor Fitzgerald analyst argues the memory cycle runs far longer than consensus expects, putting a 200-dollar EPS scenario on the…
Christina Shaw6 min read
Super Micro Computer shares fell 5.27% to $33.32 on June 21, 2026, pressured by a $7 billion equity offering and persistent margin erosion. With a forward P/E below 10x, the…
Roberto Anderson6 min read