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Piper Sandler initiated coverage on Nvidia with an Overweight rating and a $300 price target, implying 34% upside. The firm cited insatiable compute demand driven by agentic AI and rising GPU prices,…
Enterprise AI software stocks surged, led by Palantir's expanded PwC partnership and strong momentum from ServiceNow and Salesforce. The broad rally pushes back against Michael Burry's short thesis, …
Salesforce delivered strong Q2 earnings beating expectations, powered by rapid enterprise AI adoption and Agentforce growth. The company raised fiscal 2027 revenue guidance, driving a 20% stock rally…
Raymond James upgraded AMD to Strong Buy, citing agentic AI as a major growth driver for server CPUs. The firm projects agentic workloads to reach $85 billion by 2030, significantly expanding AMD's d…
Meta Platforms and AMD are positioned to surge from the agentic AI wave. Meta leverages personalized AI agents to boost user engagement and advertising revenue, while AMD captures massive data center…
Salesforce surged 28% as enterprise AI adoption eases SaaS obsolescence fears. With AgentForce topping $1 billion in annual recurring revenue and token activity leaping 152%, robust enterprise softwa…
Nvidia is reportedly considering a new investment in Perplexity at a valuation exceeding $30 billion. The move aims to cement hardware ties, particularly boosting adoption of Nvidia's Vera CPUs for a…
TSMC's Q2 revenue surged 39% YoY on AI chip demand, benefiting all major customers including Nvidia, AMD, Broadcom, and Apple. CEO highlights agentic AI reviving CPU demand across x86, ARM, and RISC-…
While the broader software sector faces volatility due to fears of AI cannibalization, Nvidia remains fundamentally strong. CEO Jensen Huang’s focus on agentic AI continues to validate massive demand…
Bank of America identifies 'agentic AI' as a major growth catalyst, significantly boosting demand forecasts for CPUs. AMD received a target price hike as a preferred CPU play, while Nvidia maintains …
BofA bullishly increased price targets for AMD and NVDA, citing the massive growth potential of agentic AI. The firm projects the server CPU market to reach $170 billion by 2030, positioning these ch…
Atos Group is deploying Microsoft 365 Copilot and the E7 platform across its 56,000-strong global workforce. This massive-scale integration of agentic AI underscores the deepening strategic collabora…
NVIDIA is preparing for Q3 launches, focusing on agentic AI and AI-powered PCs. The company maintains strong revenue equilibrium between hyperscalers and cloud providers, supported by high demand and…
NVIDIA is preparing for the Q3 launch of its Vera Rubin and Vera CPU platforms, focusing on agentic AI and PC markets. The company maintains balanced revenue streams across hyperscalers and AI clouds…
Intel shares rebounded following CEO comments highlighting strong CPU demand despite rising AI-driven competition from Nvidia. While Intel recovers, the market continues to evaluate how agentic AI sh…
NVIDIA CEO Jensen Huang announced that the 'Vera Rubin' AI platform is in full production. This next-generation architecture is designed to power 'Agentic AI,' capable of complex tasks and iterative …
Nvidia CEO Jensen Huang dismissed concerns that Agentic AI will destroy software firms, arguing instead that it creates unprecedented growth opportunities. By positioning software as essential tools …
NVIDIA unveiled a suite of agentic AI-focused technologies, including the Vera Rubin and Vera CPU architectures, RTX Spark PCs, and new open models. These innovations aim to define the future of comp…
Nvidia shares are climbing ahead of CEO Jensen Huang's keynote at Computex. Investors are looking for updates on the Rubin platform and the company's $200 billion agentic AI strategy to regain moment…
Nvidia beats Q1 earnings and raises dividend to $0.25/share while announcing $80B buyback. Q2 guidance of $91B exceeds estimates, but zero China revenue assumption pressures stock slightly in after-h…