The AI infrastructure boom has rewritten the rules of the semiconductor industry. Over the past 18 months, memory chips transformed from commodity products into one of the world's most valuable bottlenecks. High-bandwidth memory (HBM), DRAM, and enterprise NAND became indispensable for Nvidia's (NASDAQ: NVDA) AI accelerators, sending memory manufacturers into one of their strongest upcycles in... Wait! Michael Burry Is Right About the Memory Boom Ending? This Analyst Says Yes
Live Updates Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks - and Apple didn't make the cut. Grab the names FREE today. Microsoft Restructuring 3 minutes ago Live Microsoft (NASDAQ: MSFT) is sliding 1.6% after revealing it will cut 4,800 jobs, roughly 2.1% of its global workforce, with... Live Nasdaq Composite: Tech Propels Broader Markets Higher on Memory Stock Strength
The "Magnificent Seven" stocks haven't done very well in recent months.
The world's richest investor is making an unprecedented all-in bet on artificial intelligence. In June alone, Bezos Expeditions, Jeff Bezos' 21-year-old family office, made five direct investments in AI startups, accounting for 10% of all family office dealmaking that month, per Fintrx. Bezos Expeditions is now the most active family office investor of 2026 with... Jeff Bezos Is Pouring Money Into a Startup That Could Drive 'Civilizational Wealth'
Microsoft can leverage an extensive amount of enterprise data to improve its AI tools and grow revenue. Amazon benefits from multiple growing revenue streams across cloud computing, advertising, and e-commerce.
Anthropic filed confidentially for an IPO in June, after a funding round valued it at $965 billion. Alphabet holds about 14% of Anthropic, a stake worth about $135 billion at the latest valuation.
These may be the last days of Amazon's Mechanical Turk.
The soaring demand for electricity will drive Vistra's stock higher.
Amazon's massive capex spending and concerns about consumer spending patterns may have soured some investors on the stock. Net sales growth has increased by double-digit percentages.
“Magnificent Seven” stocks got off to a rocky start this year but had a stronger second quarter. Two in particular stand out as fantastic buys today.