AVGO's VMware AI push gains traction with VCF 9.1, while NTNX and MSFT intensify competition across enterprise AI and hybrid cloud.
Updated Aug 31, 2026
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AVGO's VMware AI push gains traction with VCF 9.1, while NTNX and MSFT intensify competition across enterprise AI and hybrid cloud.
AMD has already doubled in 2026 while Lisa Su insists the AI buildout is barely getting started, but a sky-high valuation and tightening export controls raise…
The chips aren't just planned anymore. They're running and serving customers -- and an earlier agreement already puts a rough dollar figure on what comes next.
QCOM expands its AI PC presence with HUMAIN's Horizon Ultra, powered by the Snapdragon X2 Elite platform.
AMD has already surged triple digits this year while Alphabet trades at a bargain valuation despite exploding cloud growth, and choosing between them now could…
NVDA's Q2 revenues double as Data Center demand surges, while strong Q3 guidance and Vera Rubin adoption support its long-term AI growth case.
STX's AI-driven storage demand, HAMR advances and stronger cash flow fuel its rally, but elevated valuation and execution risks remain.
ARK shifted more than $50 million into Block and Rocket Lab while trimming several high-profile growth names.
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