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17.01.26 - 15:12
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Is Micron Technology the Cheapest AI Stock? (24/7 Wall St.)
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The artificial intelligence (AI) revolution has sparked a new wave of high-performing investments, including Nvidia (NASDAQ:NVDA), which has become the face of the industry, while Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) has advanced its position in the space, leapfrogging over rivals with the release of Gemini 3 in November. Other companies, like Advanced Micro Devices (NASDAQ:AMD), have also benefited ... Is Micron Technology the Cheapest AI Stock?
The post Is Micron Technology the Cheapest AI Stock? appeared first on 24/7 Wall St.....
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17.01.26 - 12:06
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Research Insight: System-level design, energy efficiency, and TCO drive AI hardware competition (Digitimes)
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AMD introduced its Helios system platform at CES 2026, marking a significant move in cloud AI computing competition from traditional single-chip performance to full rack-scale solutions. This development follows Nvidia's GB200 NVL series release and Google's TPU-based rack product plans disclosed by Broadcom, underscoring an industry trend toward delivering computing power through integrated system platforms rather than isolated chips....
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16.01.26 - 20:30
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Google (GOOG) vs. Microsoft (MSFT) vs. Nvidia (NVDA): Which AI Stock Do Investors Want For 2026 (24/7 Wall St.)
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Summary: With 2026 right around the corner, two of our 24/7 Wall St. Analysts, Eric Bleeker and Austin Smith, thought it would be an appropriate time to discuss which of three AI heavyweights they liked best as we head into the New Year. The hosts of The AI Investor Podcast, Bleeker and Smith broke down ... Google (GOOG) vs. Microsoft (MSFT) vs. Nvidia (NVDA): Which AI Stock Do Investors Want For 2026
The post Google (GOOG) vs. Microsoft (MSFT) vs. Nvidia (NVDA): Which AI Stock Do Investors Want For 2026 appeared first on 24/7 Wall St.....
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16.01.26 - 19:54
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Why Is Meta Platforms Priced 36% Cheaper Than Its Hyperscaler Peers? (24/7 Wall St.)
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Meta Platforms (NASDAQ:META) has delivered outstanding performance compared its hyperscaler peers such as Apple (NASDAQ:AAPL), Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), and Microsoft (NASDAQ:MSFT). Over the last 12 months, revenue growth hit 21.3%, far exceeding the low- to mid-teens rates for the others, such as with Alphabet at 13.4% and Amazon below that. And in the past ... Why Is Meta Platforms Priced 36% Cheaper Than Its Hyperscaler Peers?
The post Why Is Meta Platforms Priced 36% Cheaper Than Its Hyperscaler Peers? appeared first on 24/7 Wall St.....
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