As Nvidia's stock gains, one analyst shows why Stargate could be so significant
The U.S. market "could be much bigger than we thought," Reitzes wrote, noting that most of the Stargate spending seems incremental to Nvidia. By his math, even $20 billion in additional spending on ...
Oracle's SWOT analysis: cloud growth and AI initiatives boost stock outlook
Oracle Corporation (NYSE:ORCL), a leading provider of enterprise software and cloud services, has been making significant strides in the rapidly evolving technology landscape. With a substantial ...
Why Trump's AI 'Stargate' plan faces funding questions
President Donald Trump has announced the "Stargate" project, a new initiative to expand AI infrastructure across the United States. Major tech companies, including Oracle (ORCL) and OpenAI, have ...
Morning Bid: 'Giddy' Wall Street hits new highs, BOJ looms into view
Billionaire investor Stanley Druckenmiller told CNBC this week that optimism surrounding the U.S. market and business outlook is reaching "giddy" levels in boardrooms. Judging by Wall Street's boom, ...
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AI Stocks Back in Favor Thanks to Trump Oracle Deal
Yesterday the world of AI and stocks in the sector changed as President Donald Trump announced the formation of Stargate , a ...
Trump’s Stargate Supercharges Quantum Computing Stocks: 2 ‘Strong Buy’-Rated Names to Snap Up
Quantum computing stocks popped Tuesday, Jan. 21 in response to President Donald Trump’s newly announced Stargate program. The joint venture between Oracle (ORCL), SoftBank (SFTBY), and OpenAI is ...
Stock market today: S&P 500 closes just shy of record as Netflix, AI stocks rally
At 13:05 ET (18:054 GMT), the S&P 500 index climbed 0.7% and had earlier hit a record high of 6,100.81, the NASDAQ Composite rose 1.4%, while Dow Jones Industrial Average gained 100 points, or 0.2%.
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$500B Stargate AI Project Potentially Adds Growth Runway For Nvidia Beyond 2026, Says UBS: Retail Sentiment Soars
The $500 billion Stargate venture, which President Donald Trump touted as “the largest AI infrastructure project in history,” ...
Oracle and Other AI Data-Center Shares Are Soaring on Stargate
Oracle stock is poised to reap the benefits of President Donald Trump’s enthusiasm for artificial intelligence, analysts said after he announced Tuesday a $500 billion investment in AI infrastructure.
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U.S. Equities Rise on AI and Earnings Strength, with CWEB Joining the Global Tech Surge
U.S. equities saw a mid-day rally on Wednesday, driven by excitement surrounding a new artificial intelligence (AI) ...
Why Nvidia, Microsoft, Oracle, Arm, and Other AI Stocks Are Surging Wednesday
Shares of Nvidia, Microsoft, Oracle, and other AI-related companies surged Wednesday after the Trump administration’s ...
AI Daily: Street weighs in on winners, losers following Stargate JV news
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this ...