If the most sought-after AI chips aren't as vital as previously thought, an entire ecosystem built around massive AI investment could be in jeopardy.
Nuscale Power Corp, one of the market's best-performing nuclear energy stocks in 2024, dropped as much as 24%. Vistra Corp, ...
The retired chip CEO claimed "the markets are getting it wrong" on Monday after investors triggered a sell-off in response to ...
JMP Securities initiated coverage on digital infrastructure companies on AI related spending boom. Over the next five years, over $1 trillion in investments is expected, driven by AI, cloud computing, ...