OpenAI’s annualized revenue reportedly fell short of expectations — but analysts say that reflects differences in how the figure is reported, not weakness in AI demand.
AMD is getting cutting-edge spatial-intelligence models, but more importantly, a leader who can help recruit top talent and bring real-world AI applications into focus.
The timing of an Nvidia product ramp may require a balancing act for Micron investors, as some estimated revenue shifts toward next year instead of this year.
The AI data-center buildout is still early, and UBS says investors can cash in through investments across the technology, media and telecommunications sectors.
