Oracle Corporation (NYSE: ORCL) delivered a fiscal first-quarter beat that landed squarely on the metric Wall Street cares about most. The company’s cloud infrastructure business…
September 08, 2026
IREN Limited Is Repricing AI Compute — and a $2.6 Billion Contract Book Leaves Enormous Room to Run
IREN Limited (NASDAQ: IREN) buried the most important number in its fiscal Q4 report outside the income statement entirely. That number is roughly $25 million…
September 08, 2026
Aehr Test Systems Rallies 13% as Hedge Funds Pile In Eightfold Ahead of Lake Street Conference
Aehr Test Systems, Inc. (NASDAQ: AEHR) climbed 13.1% Friday as investors positioned ahead of the company’s institutional investor meetings this week — and newly disclosed…
September 02, 2026
Broadcom’s Real Test Is 2027, Not Tonight’s Print
Broadcom Inc. (NASDAQ: AVGO) reports fiscal third-quarter results after the close today, and the setup is unusual. The numbers will almost certainly be enormous. Yet…
August 28, 2026
IREN Crosses the Line: AI Cloud Now Outearns Bitcoin Mining as Contracted ARR Hits $4 Billion
IREN Limited (NASDAQ: IREN) closed the book on its Bitcoin mining era this week, reporting fiscal fourth quarter results in which AI cloud services generated…
Nvidia (NASDAQ: NVDA) delivered a quarter that beat Wall Street on every line that mattered, and investors responded immediately — the stock jumped roughly 9.7%…
Alibaba Group (NYSE: BABA; HKEX: 9988) priced its $10.2 billion AI share sale early Monday, selling 710 million new shares at HK$112.70 apiece to raise…
Nebius Group (NBIS) delivered one of the most explosive quarters of the earnings season, and investors rewarded it without hesitation. The AI cloud provider grew…
Cerebras Systems (CBRS) handed investors a genuine puzzle. The AI-chip challenger posted record second-quarter revenue, raised its full-year guidance, and told Wall Street it plans…
Nebius Group NBIS.jpg -Shutterstock Nebius Group (NBIS) blew past second-quarter revenue estimates Wednesday as customers raced to lock up artificial intelligence computing capacity, and investors…
The artificial intelligence infrastructure boom is minting winners far beyond the chipmakers, and on Tuesday two of them made that case emphatically. Dell Technologies (DELL)…
August 03, 2026
CoreWeave Surges 15% as Meta’s Cloud Push and a Fresh $106 Target Reignite the AI Compute Trade
CoreWeave (CRWV) jumped more than 15% on Monday, climbing to roughly $82.87 by midday as investors piled back into AI infrastructure names. Specifically, a new…