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Broadcom beat Q3 fiscal estimates with revenue jumping 86% and AI semiconductor sales surging 221% year-over-year. Despite a minor Q4 guidance shortfall that sparked a slight after-hours dip, massive…
Broadcom delivered strong Q3 results, beating top and bottom-line estimates as AI chip sales tripled. The company issued massive multi-year AI revenue guidance, projecting $115 billion in fiscal 2027…
Broadcom presents an 82% upside potential toward BNP Paribas Exane's Street-high $675 target. Despite recent pullbacks, accelerating demand for custom AI silicon, VMware margins, and a massive $30 bi…
Nvidia reported another blowout quarter and projected a massive 70% revenue growth by 2028, cementing its dominance in the AI chip market.
Nvidia gears up for Q2 earnings with analysts expecting massive year-over-year revenue and EPS growth. Expert Gene Munster anticipates another beat-and-raise quarter driven by robust data center dema…
Alibaba slashed share buybacks by 80% to finance a 75% surge in AI CapEx, prioritizing heavy AI infrastructure buildouts despite widened segment losses and negative free cash flow.
AMD shares consolidated slightly lower, testing key support near the 50-day moving average. Despite short-term price softness, the stock retains strong long-term technical momentum and holds a solid …
Broadcom's AI chip business is set to top $100B by 2027, with new VMware security/networking upgrades boosting its software segment. Despite strong growth, customer concentration risk and valuation c…
Broadcom's AI chip business surges 143% YoY, driving strong Q2 results. Long-term deals with Meta and Alphabet through 2029/2031 support growth, though customer concentration and valuation risks warr…
Broadcom outperforms the S&P 500 short-term, driven by strong AI chip growth and record revenue, but high correlation with the market and elevated volatility mean it amplifies index exposure rather t…
Broadcom rose 3% amid record AI chip revenue growth (up 143%) and strong Q2 results, but high correlation to the S&P 500, elevated valuation (62x earnings), and margin compression from custom AI sili…
TSMC's Q2 2026 earnings beat expectations with 34% revenue growth and raised full-year guidance to 40%+ growth, driven by surging AI infrastructure demand, signaling strong tailwinds for AI chip desi…
While IBM's stock crashed after missing Q2 estimates, the article suggests that pullbacks in memory chip stocks like Micron and Sandisk reflect broader Fed rate hike worries rather than AI sector iss…
Marvell Technology will join the S&P 500 index effective June 22, replacing Pool Corp. This inclusion triggers mandatory buying from index-tracking funds, further boosting a stock already surging on …
Nvidia CEO Jensen Huang views the recent tech market selloff as a buying opportunity, emphasizing that the global AI infrastructure buildout is in its early stages. Additionally, a new multi-year chi…
Broadcom beat Q2 estimates with strong AI revenue, but stock fell 12.85% premarket. Investors were disappointed by a software revenue miss and management's decision to maintain, rather than raise, it…
Nvidia is expanding into the PC central-processing unit market with new AI-integrated chips for Windows computers. By leveraging its strong AI brand and Arm-based architecture, the company aims to di…
Nvidia is expanding its robotics footprint by integrating its 'Blackwell' chips into humanoid robots. While partnering with China's Unitree, the firm aims to mitigate geopolitical concerns by establi…
Global equity funds saw a net inflow of $457.57 million, driven by renewed interest in AI-linked stocks. Technology sector funds led the charge with $4.98 billion in inflows, bolstered by high demand…
Nvidia announced a $2 billion investment and partnership with Marvell, bolstering its AI ecosystem and lifting semiconductor stocks. The AI chip leader’s strategic move signals strong sector growth d…