7 articles
Hyperscalers will spend $660 billion on AI infrastructure in 2026. NVIDIA posted $68B in quarterly revenue. But the power crisis and revenue gap raise questions. A data-driven analysis of the AI capex boom.
You don't need to pick the next NVIDIA. Four ways to profit from AI: index funds (you already own AI), semiconductor ETFs, infrastructure plays, and productivity beneficiaries. Practical allocation guide.
NVIDIA posted record Q4 revenue of $68.1 billion, up 73% YoY, with data center revenue at $62.3 billion. Hyperscalers are set to spend $660 billion on AI infrastructure in 2026. The stock trades at $192 despite the strongest earnings in semiconductor history.
Broadcom posted record AI revenue of $8.4 billion, up 106% year-over-year, and CEO Hock Tan sees $100 billion in AI chip sales ahead. Here is why this changes the semiconductor landscape.
Big Tech is spending $650 billion on AI in 2026, yet many AI stocks are trading at a discount. We analyze the best AI stocks across three tiers: infrastructure (NVIDIA, Micron), hyperscalers (Microsoft, Alphabet), and applications (AppLovin, Palantir).
NVIDIA reported the most staggering quarter in semiconductor history: $68.1 billion in revenue, $42.96 billion in net income, and Q1 guidance of $78 billion. CEO Jensen Huang declared the agentic AI inflection point. Here is what the numbers mean for AI stocks and whether NVIDIA is still a buy.
Cyberattacks cost the global economy $8 trillion in 2023 and the number is rising. Cybersecurity spending is one of the few budget items companies cannot cut. Here are the best ways to invest in this megatrend.