When I first published my first bullish call on Dell Technologies Inc. (NYSE: DELL ) in March, I illustrated why the market was undervaluing the company's transformation into an AI infrastructure giant. Since then, the stock is upPythia Research focuses on multi-bagger stocks, primarily in the technology sector. Our approach combines financial analysis, behavioral finance, psychology, social sciences, and alternative metrics to assess companies with high conviction and asymmetric risk-reward potential. By l ...

When I first published my first bullish call on Dell Technologies Inc. (NYSE: DELL ) in March, I illustrated why the market was undervaluing the company's transformation into an AI infrastructure giant. Since then, the stock is upPythia Research focuses on multi-bagger stocks, primarily in the technology sector. Our approach combines financial analysis, behavioral finance, psychology, social sciences, and alternative metrics to assess companies with high conviction and asymmetric risk-reward potential. By l ...

We recently published Trending Analyst Calls: Top 10 Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks analysts were recently talking about. Altimeter Capital’s Brad Gerstner, in late August, talked about the impressive results of Nvidia on CNBC and explained why the company is benefiting from AI inference. Gerstner said at the time that the world is supply-constrained when it comes to compute. “Think about this stat a year ago: Google per month was doing about 9 trillion tokens a month in te ...

TeraWulf's stock price has been volatile with the firm looking to raise $3 billion from a high-yield bond or leveraged loan offering. | Credit: Cheng Xin / Getty Images. Key Takeaways TeraWulf is pivoting to a dual business model that combines Bitcoin mining with AI infrastructure hosting. The company is expected to raise $3 billion via a debt offering to help fund its data center buildout. Google’s $3.2 billion backstop on a major data center lease provides a degree of stability, but markets remain ...

Tyler Crowe: Nvidia makes a multi-billion dollar bet in Intel? This is Motley Fool Money. Welcome to Motley Fool Money. I'm Tyler Crowe, and today I'm joined by longtime Fool contributors, Jon Quast and Matt Frankel. We were intending to put a ribbon on this will they, won't they story with the Federal Reserve and cutting interest rates. But this morning, I got thrown out the window when we got the news of this really big deal that Intel and Nvidia signed earlier today. Also, on top of that, we're going to ...

Key Takeaways CoreWeave hit its first $1B quarter, with revenues up 207% YoY and adjusted EBITDA of $753.2M.Backlog doubled YTD to $30.1B, fueled by OpenAI and sector gains in finance, healthcare, and AI start-ups.Operating expenses jumped to $1.2B and capex to $2.9B, with rising debt costs adding to Q2 net loss.CoreWeave, Inc (CRWV) highlighted the strength of its business model by delivering both hyper top-line growth and impressive profitability numbers in the second quarter of 2025. Revenues jumped 207% ...

Intel (INTC) shares have increased by 6.4% in just one day. The stock also remains up by about 25% since mid-September. The gains are driven in part by Nvidia’s move to invest $5 billion into Intel. Besides this, the two companies announced a collaboration to jointly develop multiple generations of custom data center and PC products for hyperscale, enterprise, and consumer markets. The deal likely gave investors some renewed confidence in Intel’s technological relevance, especially in AI infrastructure spac ...

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market update : Stocks are higher on Monday, overcoming a soft open. But once again, the largest companies are driving the action, with the market-weighted S & P 500 outperforming the Invesco S & P 500 Equal Weight ETF . The data center trade got a boost after Nvidia and OpenAI announced a massive strategic partnership to build and deploy ...

It takes a lot of computing power to run an AI product – and as the tech industry races to tap the power of AI models, there’s a parallel race underway to build the infrastructure that will power them. On a recent earnings call, Nvidia CEO Jensen Huang estimated that between $3 and $4 trillion will be spent on AI infrastructure by the end of the decade – with much of that money coming from AI companies themselves. Along the way, they’re placing immense strain on power grids, and pushing the industry’s bui ...

Oracle is shaking up its executive suite as it sets its sights set on AI infrastructure dominance. The company announced Monday that it is promoting Clay Magouyrk and Mike Sicilia to co-CEO roles.  Magouyrk joined Oracle in 2014 from Amazon Web Services. He was a founding member of Oracle’s cloud engineering team and has served as the president of Oracle’s cloud infrastructure business unit for more than a decade.   Sicilia has served as the president of Oracle’s industries division since June. He held sev ...