Nvidia plus these two companies equals the "AI Three Knights".

According to Mizuho Securities, Nvidia is the undisputed leader in the AI hardware field, but recently Broadcom and Micron Technology have performed outstandingly, enough to compete with Nvidia and together form the "AI three knights". Over the past seven trading days, Broadcom's stock price has risen by more than 28%, and its market cap has surpassed $800 billion. Meanwhile, Micron Technology's stock price has risen 18% in the past eight trading days, and its market cap has reached $170 billion.

wallstreetcn13minutes ago

Elon Musk On Nvidia Collaborator Powering ChatGPT Rival: 'Dell Is Assembling Half Of The Racks for XAI's Supercomputer'

Dell Technologies Inc (NYSE:DELL), in partnership with NVIDIA Corp (NASDAQ:NVDA), is building an AI factory to power xAI's supercomputer, confirmed by Elon Musk and Michael Dell. The factory will supp

Benzinga09:59

Consumer electronics opens up a new chapter in AI: Arm and Micron Technology are expected to benefit.

With the launch of Qualcomm's first AI PC, edge AI has once again reached a new high.

wallstreetcn07:32

Musk revealed two major partners for xAI supercomputing: Dell and Super Micro Computer.

On social media, Dell's CEO stated that they are currently collaborating with Nvidia to support Musk's xAI factory. Musk responded by saying that Dell is assembling half of the server racks for xAI supercomputers. When asked who is making the other half of the racks, Musk replied that it is Super Micro Computer.

wallstreetcn07:02

Here's How Much You Would Have Made Owning Trade Desk Stock In The Last 5 Years

Trade Desk (NASDAQ:TTD) has outperformed the market over the past 5 years by 20.8% on an annualized basis producing an average annual return of 34.33%. Currently, Trade Desk has a market capitalizatio

Benzinga04:00

10 Information Technology Stocks With Whale Alerts In Today's Session

This whale alert can help traders discover the next big trading opportunities.Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scan

Benzinga01:35