Meta, Amazon, and Goolge Lead a $700 Billion Capex Wave: What Stocks Win Beyond NVIDIA?
By Eric Bleeker Publication Date: 2026-02-13 17:15:00 The AI infrastructure arms race has reached a staggering scale. Hyperscalers are collectively…
Tag: Lead
Microsoft, Ericsson lead global tech alliance for digital trust
By Reuters Publication Date: 2026-02-13 17:05:00 STOCKHOLM, Feb 13 – A group of 15 companies, led by Microsoft and Ericsson,…
Samsung Claims Lead in Race to Ship AI Memory Chips to Nvidia
By Yoolim Lee Publication Date: 2026-02-12 08:11:00 Bloomberg (Bloomberg) — Samsung Electronics Co. claimed an early lead in the race…
HPE Names Sajan Paul to Lead Networking Business in India | Machine Maker – Latest Manufacturing News | Indian Manufacturing News – Latest Manufacturing News | Indian Manufacturing News – Machine Maker
By MM Desk Publication Date: 2026-02-11 12:18:00 Hewlett Packard Company has announced the appointment of Sajan Paul as General Manager…
Microsoft, CrowdStrike Lead 19 AI-Resilient Software Stocks
By Adam Clark Publication Date: 2026-02-10 16:12:00 J.P. Morgan says fears of an AI-driven software wipeout are overblown and highlights…
Nasdaq surging big today: Nasdaq jumps over 250 points as Dow and S&P 500 also in green – Nvidia, Broadcom and Oracle lead AI rebound, gold hits record above $5,100
By Piyush Shukla Publication Date: 2026-02-09 17:05:00 NASDAQ Composite surged 257.57 points (1.12%) to reach 23,288.78 on Monday, signaling a…
Samsung, SK Hynix Lead NVIDIA’s HBM4 Supply as Micron Excluded
By Park Ji-min Publication Date: 2026-02-08 15:40:00 Micron Exits HBM4 Race; Samsung, SK Hynix Take Over Microns failure to meet…
‘Losing Its Lead:’ DA Davidson Downgrades Amazon Stock (AMZN) over AWS Market Share Concerns
Amazon ($AMZN) stock fell about 8% in early trading following its Q4 earnings, as investors weighed rising competition and heavy…
Intel is set to build GPUs and has recruited top engineers to lead the team
By Efosa Udinmwen Publication Date: 2026-02-06 21:15:00 Intel is returning to GPUs to challenge Nvidia’s market leadership directly The company…
Microsoft Stock Gets a Downgrade. Why the Azure Maker Is Unlikely to Lead in AI.
By Mackenzie Tatananni Publication Date: 2026-02-05 20:31:00 Stifel downgrades Microsoft stock to Hold, citing competitive pressure from Google and Anthropic.