To The Moon

Over the past week, the United States has released a series of major signals in the AI field.    The White House launched a national AI initiative described as “the largest scientific mobilization since the Apollo Program.” Following the government’s collaborations with， $NVIDIA(NVDA)$ $Dell Technologies Inc.(DELL)$, $Hewlett Packard Enterprise(HPE)$ , and $Advanced Micro Devices(AMD)$ on next-generation supercomputers, AWS (Amazon Web Services) $Amazon.com(AMZN)$ also announced a US$50 billion investment in government cloud infrastructure. On the industry side, Elon Mus

Abstract：At AMD’s first Analyst Day in three years held on November 11th $Advanced Micro Devices(AMD)$ , the company sent a major signal: the data center chip market will reach $1 trillion by 2030, with the firm targeting a revenue compound annual growth rate (CAGR) of over 35% and earnings per share (EPS) of $20 over the next 3-5 years.AI_DigAMD’s Financial Analyst Day in New York on November 11th was more than just its first appearance in three years—it was like a declaration of war against industry leader Nvidia $NVIDIA(NVDA)$ . During the event, CEO Lisa Su shared optimistic expectations for the artificial intelligence (AI) market and announced AMD’s financial goals for the next three to five years. Sh

Key TakeawaysEvent: $NVIDIA(NVDA)$ has officially launched the Jetson AGX Thor Developer Kit, targeting robotics and physical AI applications. The kit is now available starting at $3,499.Significance: Powered by the Blackwell GPU architecture, Jetson Thor integrates 128GB of high-speed LPDDR5X memory and a 14-core Arm CPU, delivering up to 2,070 FP4 TFLOPS (equivalent to thousand-class INT8 TOPS). Compared to the previous Orin platform, Thor offers 7.5× more AI compute and 3.5× better energy efficiency, enabling robots to run large AI models locally in real time. NVIDIA emphasizes that this addresses a long-standing challenge in robotics: achieving real-time intelligent interaction between robots, humans, and their environment.Supply Chain Mapping

The landscape of top artificial intelligence stocks has shifted in 2025 with investors focused on new plays such as $CoreWeave, Inc.(CRWV)$ . While semiconductor stocks once ruled as the best AI stocks, more software companies are emerging, with $Snowflake(SNOW)$ up 37% this year.To be sure, top AI stocks such as $Microsoft(MSFT)$ and  $NVIDIA(NVDA)$ face high expectations. For many companies — such as Google parent $Alphabet(GOOGL)$ , $Amazon.com(AMZN)$ and Facebook parent $Meta Platforms, I

Key PointsThe AI market is on track to soar to more than $2 trillion by 2030, unlocking major opportunities beyond traditional chip stocks.These seven companies are applying AI to real-world challenges in cloud infrastructure, logistics, and automation.Each stock provides a distinct angle on the AI revolution, offering early-stage exposure as the technology moves into broader adoption.The artificial intelligence (AI) revolution is transforming entire industries at an unprecedented pace. While analysts project that the global AI market will grow to over $2 trillion by 2030, we're still in the early stages of this technological transformation. From automating warehouse operations to revolutionizing healthcare diagnostics, AI is creating unprecedented opportunities for investors willing to lo

Key PointsAI stocks drove market gains over the past two years, but earlier this year they led declines.Investors, worried about the potential impact of import tariffs on the economy, avoided growth stocks.Since, pressure has eased, opening up the door to more possible gains for AI players.The first half of the year was a turbulent one for stocks in general amid concern President Trump's planned import tariffs would hurt the economy. And this problem weighed most heavily on stocks that depend on growth and investment -- such as those in the field of artificial intelligence (AI).These particular players led indexes higher over the past two years on optimism about spending and the technology's potential, but they lost momentum in March and April. Since, though, the U.S. has made progress on

$NVIDIA(NVDA)$  has been at the forefront of the artificial intelligence (AI) revolution thanks to its powerful graphics processing units (GPUs), which have allowed companies and governments around the globe to train and deploy AI models and applications.The semiconductor giant literally kicked off the AI craze with its A100 GPUs, which were used to train ChatGPT. Since then, multiple AI models from several companies have been trained and brought into production with Nvidia's chips. In fact, Nvidia continues to dominate the AI chip market even now, establishing a big lead over its rivals.Nvidia's AI-fueled growth has powered a massive surge in its stock price in the past three years. The stock remains a solid bet even after its phenomenal run

Applied Digital and DigitalOcean might have brighter futures. $C3.ai, Inc.(AI)$ went public four and a half years ago to some enthusiasm, but it now trades nearly 40% below its IPO price. The enterprise AI software maker initially impressed investors with its catchy ticker symbol, the flexibility of its modules (which can be integrated into an organization's existing software), and its rapid growth rates. Unfortunately, its growth cooled off, its losses racked up, and its customer concentration issues became more apparent. On the bright side, C3.ai's top-line growth accelerated again in its fiscal 2024 and fiscal 2025 (which ended in April), and it extended its crucial deal with its largest client, Baker Hughes -- which accounts for more than 3

Artificial intelligence (AI) has reached an inflection point where early leaders are separating from the pack, creating exceptional investment opportunities across the AI value chain. From semiconductor giants to software innovators, the winners in this space offer compelling multiyear growth stories as AI transforms from experimental technology to business necessity. Smart positioning in quality AI stocks today could deliver strong returns as this technology reshapes every industry over the next decade.The AI revolution is accelerating beyond even optimistic forecasts. Companies successfully harnessing AI are seeing dramatic improvements in productivity and customer outcomes, while those ignoring it risk obsolescence. The total addressable market reaches into the trillions, yet adoption r

The burgeoning artificial intelligence (AI) market boasts no shortage of high-flying stocks. Yet today's volatile macroeconomic climate, fueled by the Trump administration's ever-evolving tariff policies, necessitates choosing AI businesses that can thrive through this unpredictability.Three AI companies with the ability to do so are Dell Technologies (DELL 0.71%), Nvidia (NVDA 0.51%), and Taiwan Semiconductor Manufacturing (TSM 2.41%), commonly called TSMC. Amid an uncertain economy, these companies have demonstrated AI success, indicating the potential for prosperity over the long run when economic conditions improve.Not only that, but investing in all three gives you exposure to key segments of the AI ecosystem. Nvidia designs AI semiconductor chips, TSMC manufactures them, and Dell use