HeyJaredJeffrey Neal Johnson
- Indexed articles, last 90 days
- 54
- Latest publication
- Sep 22, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Jul 4, 2026
Latest articles
AMD Chips Away at NVIDIA's AI Throne (opens the original)
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Interested in Advanced Micro Devices, Inc.? Here are five stocks we like better. AMD shares surpassed $620 and pushed the company's market valuation above $1 trillion, marking a significant multi-year turnaround for the chipmaker. Major commercial commitments, including an OpenAI deal for up to six gigawatts of compute and Oracle's order of 50,000 Instinct MI450 accelerators, demonstrate strong enterprise demand. AMD posted second-quarter revenue of $11.54 billion and data center revenue growth
Paramount Skydance Clears a Major Warner Bros. Discovery Hurdle—Here's What Comes Next (opens the original)
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Interested in Warner Bros. Discovery, Inc.? Here are five stocks we like better. Paramount Skydance has settled the state antitrust challenge and a separate Writers Guild lawsuit that had been holding up its Warner Bros. Discovery acquisition. Warner Bros. Discovery surged to within cents of the $31 cash offer after the settlement, while Paramount Skydance closed lower despite heavy trading. Regulatory uncertainty has faded, but Paramount Skydance still faces substantial leverage, integration de
Apple Is Quietly Building an AI Advantage Few Expected (opens the original)
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Interested in Apple Inc.? Here are five stocks we like better. Apple is reportedly developing enterprise servers powered by its own M8 Ultra chips, targeting deployment around 2029 to reduce reliance on outside cloud providers. Apple is in talks with NVIDIA to integrate high-speed networking technology, showing that custom chips still depend on NVIDIA's clustering fabric for large-scale data centers. Strong institutional ownership, a Street-high $400 price target from TD Cowen, and Apple's rough
Micron’s New 512GB Memory Module Deepens Its AI Infrastructure Advantage (opens the original)
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Interested in Micron Technology, Inc.? Here are five stocks we like better. Micron Technology unveiled the industry's first 512-gigabyte DDR5 module, cutting power use by over 60% while boosting server memory density. Heavy demand for silicon wafers from HBM3e production is straining the standard DRAM supply, with industry models pointing to undersupply through 2027 and 2028. Micron combines strong recent earnings, a low forward earnings multiple, and a Buy analyst consensus, though its shares r
CoreWeave’s Vera Rubin Lead Comes Down to Speed, Power, and Scale (opens the original)
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Interested in CoreWeave Inc.? Here are five stocks we like better. CoreWeave has brought a multi-rack NVIDIA Vera Rubin NVL72 cluster online as it pushes to deploy next-generation AI infrastructure quickly. CoreWeave is generating positive operating cash flow, but massive capital spending and heavy leverage remain central risks. CoreWeave's 15-year Niagara Falls lease adds long-term data center capacity as power and cooling become increasingly important constraints. The physical bottleneck in ar
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