1+ hour, 9+ min ago   (202+ words) On September 13, 2026, market observers noted that recent calls from AI executives to slow technological advancements may temporarily pressure chip manufacturers and supply chain stocks, including Super Micro Computer Inc SMCI +7.28% 85. However, with strong spending on computational infrastructure, the long-term impact…...

2+ day, 16+ hour ago   (228+ words) Chinese AI firm Hangzhou DeepSeek Artificial Intelligence Co., which has been constructing lower-cost open models, is providing U.S. rivals with another uncomfortable yardstick. Its new V4.1-Flash model is designed to achieve more with less. DeepSeek claims that its 552 billion-parameter model activates…...

2+ day, 17+ hour ago   (653+ words) GuruFocus Market Today: Stocks Slide, Oracle Surges, Ford Invests $1B in Kentucky Prefer to listen? Hear this as a ~5-minute audio briefing on The GuruFocus Brief. Murray Stahl has made the following transactions: - Stocks retreat on inflation and oil surge: U.S. equities…...

2+ day, 22+ hour ago   (209+ words) Alphabet Inc. (GOOGL, Financials), the parent company of Google and one of the largest cloud and AI providers, is taking its infrastructure deeper into university research. Google Public Sector is partnering with Morgan State University to build an AI-focused research…...

3+ day, 52+ min ago   (224+ words) Amazon.com Inc. (AMZN, Financials), the e-commerce and cloud computing company, is opening a door to ChatGPT that it had mostly kept closed. Amazon will let select U.S. brands that use its advertising platform extend their campaigns into ChatGPT. That is…...

3+ day, 5+ hour ago   (240+ words) Additionally, Adobe's P/E (TTM) ratio is currently 14.58, which is considerably lower than its 5-year median P/E of 37.56. This discrepancy suggests that the stock may be undervalued relative to its historical performance, further supporting the notion that there is…...

3+ day, 2+ hour ago   (333+ words) Super Micro Computer Inc SMCI operates in the technology sector, specializing in high-performance server technology services for cloud computing, data centers, and high-performance computing markets. With a market capitalization of approximately $25.58 billion, SMCI is well-positioned in a rapidly evolving industry,…...

3+ day, 4+ hour ago   (267+ words) While the GF Value™ for SMCI is calculated at $83.06, indicating that the stock is 53.1% undervalued compared to its current price of $38.93, it is essential to treat this figure as a directional warning rather than a precise target due to the…...

3+ day, 4+ hour ago   (192+ words) Nvidia Corp. (NVDA, Financials), the semiconductor company best known for its artificial intelligence chips, is planning an Australian expansion that could reshape the country's data center market. The company is working with Firmus, CDC, NEXTDC and AirTrunk to build as…...

3+ day, 8+ hour ago   (135+ words) On September 10, 2026, OpenAI announced a significant policy change that will restrict advertisements for image and audio generation products within ChatGPT, impacting existing partners like Adobe Inc. ADBE. This unexpected move has raised concerns about the future of advertising revenue for…...