As the AI infrastructure race heats up, IREN has already soared over 58% in 2026, fueled by booming demand and growing ties with AI darling Nvidia.

Talkspace is in focus now as billionaire George Soros builds a massive stake and a $835 million acquisition moves forward.

As Nvidia GPU prices keep climbing, Nebius is quickly emerging as a major beneficiary of the AI compute boom.

Even after a staggering 535% rally in 2026, Sandisk continues to attract bullish bets from billionaire investor David Tepper.

As AI fears begin to cool and investor confidence slowly returns, all eyes are now on Snowflake’s May 27 earnings report.

Even as concerns mount around Tesla’s core EV business, billionaire investor Paul Tudor Jones is aggressively doubling down on its AI ambitions.

Tiger Global Management is making a fresh bet on Lumentum, as soaring AI infrastructure demand fuels the stock’s massive rally in 2026.

Intel may be mounting an impressive comeback, but AMD and Arm are still taking share in the AI-driven server CPU race.

As Trump and Xi meet in Beijing, ASML stock is expected to emerge as a key winner from any easing in U.S.-China chip tensions.

Investors may want to pay close attention to Broadcom as the chip giant prepares to release its highly anticipated quarterly earnings report next month.