DatacenterDynamics

Microsoft has AI GPUs “sitting in inventory” because it lacks the power necessary to install them

Speaking on the Bg2 Pod, Microsoft CEO Satya Nadella said power, not compute, is biggest data center constraint ...

Should You Hold Haemonetics Corporation (HAE)?

Aristotle Capital Boston, LLC, an investment advisor, released its “Small/Mid Cap Equity Strategy” third-quarter 2025 ...

Service Corporation International (SCI) is Leveraging Aging Population Trends

Aristotle Capital Boston, LLC, an investment advisor, released its “Small/Mid Cap Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.

Nvidia is the biggest winner from earnings season - and it hasn't even reported yet

Jensen Huang's Nvidia stands to benefit from the growing capital-expenditure budgets discussed by Big Tech players last week. Amazon.com Inc. won over Wall Street last week with improved cloud trends ...

Warren Buffett Opens Up About The Biggest Investing Blunders Of His Career — Here They Are

Warren Buffett, the legendary CEO of Berkshire Hathaway Inc. BRK, is widely regarded as one of the greatest investors in ...

Mint Explainer: Does Nvidia’s $5-trillion feat raise the spectre of an AI winter?

CEO Jensen Huang recently brushed off bubble concerns, but here’s why growing doubts over the profitability of generative AI ...