The Memory Supercycle Is Back in Motion — and Samsung and SK Hynix May Be the Stocks With the Most Torque24/7 Wall Street • 05/01/26
Pentagon inks deals with Nvidia, Microsoft and AWS to deploy AI on classified networksTechCrunch • 05/01/26
The Big 4 Hyperscalers Are Spending $710 Billion on AI. Here's the Stock That Profits Most24/7 Wall Street • 05/01/26
Palantir, Nvidia Partner CoreWeave Headline Earnings Calendar; Lithium Play In SpotlightInvestors Business Daily • 05/01/26
Schwab Analyst: Chip Stocks Face ‘Overhead Supply' Risk After 50% Rally Off March Lows24/7 Wall Street • 05/01/26
Nasdaq Composite Takes Off as Tech Bulls Retake Control on Strong Earnings, M&A24/7 Wall Street • 05/01/26
NVIDIA Trades 23% Below Analyst Price Targets Despite Rallying 20% This Month24/7 Wall Street • 05/01/26
OpenAI, Nvidia, Alphabet And More Sign AI Deal With Pentagon For Classified Military UseForbes • 05/01/26
The Tech Download: Chip stocks surge in ‘historic' month as investors' AI buildout concerns easeCNBC • 05/01/26
VOLT Investors: Here's the One Signal That Predicts Your Returns This Year24/7 Wall Street • 05/01/26
Did Nvidia Just Deliver a Breakout Fake-Out? Why Dip‑Buyers Should Welcome a Dip24/7 Wall Street • 05/01/26