Demand for CPUs is skyrocketing as the AI race moves from chatbots to agents. While Nvidia dominated the early years of the AI infrastructure boom, the wealth is now being spread to Intel and AMD as w

Why IREN Stock Jumped Today

03:20pm, Friday, 08'th May 2026
A partnership with an AI leader has investors excited.
A trip by President Donald Trump to China next week could have major ramifications for several public companies. While there is not an official list of which business executives will be accompanying,
It further cemented its position at the top of the world of high-frequency trading ahead of Wall Street's top investment banks.
This option trade on Nvidia offers a healthy annualized return and multiple ways to make it a success.
The PHLX Semiconductor Index just reached its highest level since March 2000, the last time chips were this hot, the dot-com bubble burst six months later. This time, the underlying business is real:
Nvidia (NVDA) is reportedly back in the middle of the U.S.-China chip battle after authorities began investigating whether advanced AI hardware was quietly rout
U.S. technology stocks including Nvidia (NVDA), Apple (AAPL), Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN), Meta Platforms (META) and Tesla (TSLA) may offe
Data center operator IREN announced a partnership with semiconductor giant Nvidia on Thursday. It is the latest in a series of partnerships for Nvidia.
The chip maker's stock has been a laggard — but Goldman Sachs sees five potential catalysts that could come out of its earnings call later this month.

The Big 3: NVDA, SMCI & ZM

01:00pm, Friday, 08'th May 2026
Tim Bohen closes out the week with his Big 3 stocks on his radar. He points to the strength in Nvidia (NVDA) as it reaches new record highs today.

IREN's Nvidia Deal Changes Everything

12:52pm, Friday, 08'th May 2026
IREN Limited missed revenue estimates by 34%, yet shares rallied after announcing a $3.4 billion Nvidia AI cloud agreement. AI Cloud revenue surged 94% sequentially to $33.6 million as Bitcoin mining

AMD Ascent Could Lure Traders to This ETF

12:45pm, Friday, 08'th May 2026
Confirming a prominent perch of its own in the artificial intelligence (AI) semiconductor space, Advanced Micro Devices (AMD) is up more than 90% this year and has more than quadrupled in value over o
Iren's stock is rallying Friday after a win for the Bitcoin miner's pivot to being a data center company.

Nvidia FQ1 Earnings Preview: Back To Cash Flow

12:06pm, Friday, 08'th May 2026
Nvidia Corporation is still valued at a discount relative to  close peers despite recent price rallies. I expect several cash deployment mechanisms from NVDA's upcoming FQ1 2027 earnings report to he
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