NVIDIA trades at 41x forward earnings, but easing China trade risks, surging data center spend, and booming AI chip demand keep bulls confident.

NVIDIA trades at 41x forward earnings, but easing China trade risks, surging data center spend, and booming AI chip demand keep bulls confident.

Oracle is ramping cloud CapEx to nearly $50B, betting GPU infrastructure and AI demand will fuel faster revenue growth starting fiscal 2027.

Visa, AMD and Thermo Fisher Scientific headline Zacks' top analyst reports, spotlighting digital payments strength, AI-driven chip demand and...

Visa, AMD and Thermo Fisher Scientific headline Zacks' top analyst reports, spotlighting digital payments strength, AI-driven chip demand and...

SNDK has surged in early 2026 as NAND scarcity and AI storage demand fuel massive earnings growth and keep its valuation in check.

MU outpaces NVDA as AI demand surges, with faster EPS growth, sold-out HBM supply and a far lower valuation premium.

MU shares surged on booming HBM demand, soaring revenue and earnings, and an attractive valuation that suggests its growth story isn't over yet.

MU shares surged on booming HBM demand, soaring revenue and earnings, and an attractive valuation that suggests its growth story isn't over yet.

Copper stocks Ero, BHP, Rio Tinto and Southern Copper stand out as rising demand, supply constraints, and AI-driven growth boost the red metal's...