Artificial intelligence (AI) pioneer Nvidia is having an underwhelming 2026 so far despite delivering outstanding results quarter after quarter. Shares of the chipmaker have appreciated only 12% this year, well below the 74% jump in the PHLX Semiconductor Sector index. However, shares of Lumentum Holdings (LITE 0.66%) and Applied Materials (AMAT +0.03%) have been flying…

The artificial intelligence (AI) data center boom has been a tailwind for several companies, including chipmakers, server manufacturers, memory manufacturers, and networking component providers. Contract electronics manufacturer Jabil (JBL +3.48%) has also benefited from the terrific growth of the AI data center market, with its shares rising an impressive 80% in the past year. Though…

Which one of these two high-flying necloud companies should you consider buying right now? CoreWeave (CRWV 1.57%) and Nebius Group (NBIS +0.19%) are two companies that have been growing at an incredible pace owing to their business model. These companies are in the business of building data centers capable of running artificial intelligence (AI) workloads…