Market context
Follow the story. See which markets it affects. Explore the context.
NVIDIA posted blowout quarterly revenue growth of 106% year-over-year to $96.2 billion, driven by 117% data center growth, and raised next-quarter guidance to $108 billion. Analysts highlight its str…
Nvidia and Broadcom posted massive earnings growth, beating Wall Street expectations. Although both chipmakers face minor gross margin compression from higher memory costs, Nvidia offers stronger for…
Jim Cramer expects Nvidia shares to face a short-term pullback following Anthropic CEO Dario Amodei's call to slow AI development. Despite projected gross margin compression and capacity constraints,…
Elon Musk announced that SpaceX plans to launch Nvidia's Vera Rubin NVL72 AI computing systems into orbit by 2027. The project adapts Starlink satellite platforms with solar and compute equipment, op…
NVIDIA posted record quarterly revenue of $96B, forecasted $108B for next quarter, and announced plans to acquire Hugging Face for $12.9B. Despite an expanded DOJ antitrust probe and margin warnings,…
AI leaders from OpenAI and Anthropic called for a slowdown in AI development, delaying potential IPO timelines and pressuring AI chipmakers. Nvidia dropped 2.9% premarket on concerns over softened ch…
Anthropic's CEO urged a slowdown in AI model deployment due to safety risks, creating short-term sentiment pressure on hardware leaders. However, intense global competition and robust revenue project…
President Trump dismissed calls to slow AI development for safety guardrails, emphasizing maintaining the U.S. technological lead over China. Favoring voluntary industry standards over restrictive re…
NVIDIA is negotiating an anchor investment of up to $10 billion in Anthropic's planned IPO, targeting a $2.3 trillion valuation. The deal secures Anthropic's long-term hardware demand on NVIDIA's arc…
Anthropic is reportedly in talks with Nvidia regarding a potential $10 billion investment ahead of a record-breaking IPO. The deal would strengthen ties between the chipmaker and a major AI customer,…
Nvidia continues to beat market expectations with triple-digit sales growth driven by AI chip demand. While long-term projections point to massive market capitalization gains from ecosystem expansion…
Nvidia is in talks to become an anchor investor in Anthropic's upcoming IPO, potentially contributing up to $10 billion. The artificial intelligence startup reportedly aims to raise approximately $10…
Chipmakers gained as Nvidia CEO Jensen Huang reiterated expectations for $3 trillion to $4 trillion in AI infrastructure spending by 2030. Sector optimism was further bolstered by strong cloud enterp…
Nvidia is reportedly considering an anchor investment of up to $10 billion in Anthropic's potential initial public offering. Anthropic aims to raise up to $100 billion at an estimated $2 trillion val…
Broadcom beat Q3 earnings with AI semiconductor revenue soaring 221% year-over-year to $16.7 billion, projecting further acceleration in Q4. Despite solid growth, record free cash flow, and a forward…
Nvidia CEO Jensen Huang dismissed concerns over circular financing, defending heavy ecosystem investments that drive GPU demand. Despite stock weakness amid macro yield pressures, Goldman Sachs reite…
Applied Materials demonstrates high beta and correlation with the S&P 500, amplifying both gains and losses. Driven by AI-related semiconductor demand across foundry logic, DRAM, and advanced packagi…
CNBC's Jim Cramer advised investors not to sell Nvidia stock despite post-earnings softness, reiterating strong confidence in CEO Jensen Huang. He suggested a theoretical $500 billion buyback to boos…
Piper Sandler initiated coverage on AMD with a Buy rating and a $600 price target. The firm projects roughly 50% annual revenue growth through fiscal 2030, driven by agentic AI workloads boosting ser…
AMD shares pulled back 2.5% despite CFO projections of a $2 trillion AI addressable market by 2030. Strong Q2 performance saw revenue surge 50% to $11.54 billion with doubling data-center sales, thou…