根据Melius Research分析师Ben Reitzes评估，星际之门计划支出的“远超” 1000亿美元可能会流向英伟达 (NVDA)， 而更多的资金将流向博通 (AVGO) 和Arista Networks Inc (ANET)等同样涉足计算和网络领域的公司。

US President Donald Trump has launched a new US$500 billion AI initiative in partnership with SoftBank, OpenAI and Oracle.

South Korea's SK Hynix forecast sales of its high-end semiconductors used in generative artificial intelligence chipsets ...

We recently published a list of Jim Cramer Recently Discussed These 13 Stocks Interest Rates And Recession. In this article, ...

The U.S. market "could be much bigger than we thought," Reitzes wrote, noting that most of the Stargate spending seems incremental to Nvidia. By his math, even $20 billion in additional spending on ...

Several of Nvidia's partners have stated that the RTX 5090 and RTX 5080 will likely only be available by Mid -February ...

Artificial intelligence (AI) stocks have been some of the best investments to be holding in recent years. Chipmaker Nvidia ...

We recently compiled a list of the 10 Best Semiconductor Stocks to Buy for the AI Boom. In this article, we are going to take ...

Missed Nvidia stock’s blazing growth? Discover Paylocity (NASDAQ:PCTY) and another AI growth stock poised for long-term gains ...

Intel Corporation, Dell Technologies Inc, Oracle Corporation, Qualcomm Incorporated. Read The Tokenist (Timothy Fries)'s ...

Nvidia’s Blackwell shipment delays and lower capex forecasts weigh on growth. See why NVDA stock is an attractive buy at a 17 ...

We recently published a list of 10 High Growth Semiconductor Stocks That Are Profitable Heading into 2025. In this article, ...