Growing demand for artificial intelligence and persistent shortages of memory and data storage solutions could mean bigger gains for providers of the hardware, according to Wall Street AI bulls.
Given the performance of Nvidia (NVDA 0.65%) stock over the past few years, one could forgive casual observers for assuming it is in a bubble. The stock is up by around 1,500% from the cyclical bottom

Data Center Boom Pushes Investors Toward Power

03:10pm, Thursday, 16'th Oct 2025
Laffer Tengler Investments CEO and CIO Nancy Tengler discusses the impact the flurry of recent data center announcements is having on her investment strategy and why she's focused on investments that

Stocks drift higher, led by Nvidia, TSMC

03:01pm, Thursday, 16'th Oct 2025
U.S. stock indexes are ticking higher on Thursday following an encouraging signal for the artificial-intelligence boom.
The past few years have been a nonstop thrill ride for Nvidia (NVDA 0.19%) investors. The company's graphics processing units (GPUs) quickly became the gold standard and a driving force underpinning t
Microsoft, Nvidia, Apple, Amazon, and Alphabet are the five largest corporations by market cap, with the value of their combined shares totaling more than $16 trillion. These firms each pull in multip
The OpenAI fairy dust that has boosted tech stocks this year is spreading to new sectors.
Kim Forrest points to AMD Inc. (AMD) and Micron (MU) as two companies that can challenge Nvidia's (NVDA) dominance in the A.I. hardware space.
The driverless vehicle market has the potential for explosive growth over the next two decades driven by technological advancements, safety improvements, and commercial applications and could be worth
SAN JOSE, Calif. , Oct. 16, 2025 /PRNewswire/ -- Global data centers are facing new challenges driven by AI – greater compute demand, larger working sets, and more stringent energy efficiency requir
Nvidia stock (NASDAQ: NVDA) saw a notable rise on Thursday amid a bullish momentum after Taiwan Semiconductor Manufacturing Co. (TSMC) reported a record third-quarter profit and raised its 2025 revenu
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Nvidia (NVDA 1.69%) is far and away the most valuable company in the world today, with a market capitalization around $4.6 trillion. It's a leader in artificial intelligence (AI) with chips that are k
A consortium that includes BlackRock, Nvidia, Microsoft, and xAI has announced a $40 billion acquisition of Aligned Data Centers, one of the world's largest data-centre operators. The group aims to cr
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