Billy Duberstein

Astera continued to announce positive news amid the agentic AI buildout. Shares of AI connectivity provider Astera Labs ALAB rallied 76.1% in May, according to data from S&P Global Market Intelligence

And the stock jumped again in June with an endorsement from Jensen Huang. Shares of Marvell Technology MRVL rallied 24.1% in May, according to data from S&P Global Market Intelligence

Tower Semiconductor reported excellent earnings and got a big price target boost from a sell-side analyst.

Berkshire just made this AI leader its fourth-largest position, and it could get even bigger.

Rackspace inked a data center deal with Advanced Micro Devices. Shares of Rackspace RXT rallied on Tuesday, surging as much as 21.2% before settling at a 5% gain, as the semiconductor sector sold off later in the day.

This AI cloud and database giant sold off, but could it have the most upside of any AI stock?

The speculative AI data center play received positive attention this week, with OpenAI in the spotlight.

SpaceX just bought Cursor, which could look like a massive bargain in retrospect.

One analyst applauds SpaceX's neocloud offerings, but there may be a massive under-the-radar winner you should buy instead.

The small refiner is benefiting from a fire at Delta's wholly owned refining facility.