Nvidia stock has been one of the best performers of the past decade. But there is not enough data center capacity to meet growing demand for artificial intelligence. Nvidia stock looks undervalued ...
POET Technologies has made progress at their production facilities in Malaysia, with a $500K order for optical engines. My target price for 2032 is $34-$45 in a base-case scenario, placing POET in the ...
Data center spending is projected to rise from $430 billion annually in 2024 to $1.1 trillion in 2029. A sizable portion of those expenditures goes toward purchasing GPUs, where Nvidia is the market ...
After initial success, Circle's share price has dropped significantly. However, Circle is a stablecoin issuer, and the stablecoin market is projected to reach $1.9 trillion or higher by 2030. If that ...
Navitas' efficient semiconductors address power and cooling issues in data centers, boosting demand. Collaboration with Nvidia validates Navitas' tech, enabling growth in AI data center markets.
Wedbush analyst Dan Ives says Tesla is the most undervalued AI stock because the market is underestimating its opportunities in autonomous driving and robotics. Tesla lost its leadership position in ...
Taiwan Semiconductor is the world's leading semiconductor manufacturer. TSMC should directly benefit from increased spending in AI infrastructure. It has been a good year for Taiwan Semiconductor ...