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Nvidia CEO Jensen Huang revealed OpenAI's Astra model was trained on over 100,000 Grace Blackwell systems, with 400,000 more GPUs planned. The development confirms soaring compute demand, solidifying…
Nvidia posts explosive AI-driven revenue and massive free cash flow, supported by demand for next-generation systems like Vera Rubin. However, long-term risks loom, including infrastructure bottlenec…
Nvidia confirmed its $12.9 billion acquisition of open-source AI platform Hugging Face, cementing its developer ecosystem and software moat. The transaction underscores enduring generative AI growth …
Broadcom reported blowout quarterly earnings with revenue surging 86% year-over-year to $29.6 billion, fueled by explosive AI semiconductor and custom accelerator demand. Broadcom issued massive mult…
Market analysts Jim Cramer and Ben Reitzes argue Nvidia remains undervalued despite AI dominance. Highlighting strong gross margin visibility, physical AI opportunities, and cheap valuation multiples…
The AI boom is driving unprecedented demand for semiconductors, benefiting key chipmakers like Nvidia and Micron. Major tech hyperscalers (Amazon, Microsoft, Meta) are heavily investing in data cente…
Cathie Wood’s ARK Invest trimmed its AMD position by over 37,000 shares after a significant 120% rally this year. However, ARK remains a major holder, and the move appears to be routine portfolio man…
Nvidia is pausing some financing deals and acquisitions meant to help smaller AI cloud providers buy its GPUs. This strategic shift aims to mitigate rising internal concerns regarding potential antit…
NVIDIA reported blowout Q2 results, crushing revenue and EPS estimates with 106% YoY growth, and provided a very strong Q3 revenue guide of ~$30.8B. The company announced major AI infrastructure deal…
Nvidia's blowout earnings and a subsequent semiconductor rally are boosting US equity futures, particularly the Nasdaq. However, potential new US tariffs on chip imports and upcoming economic data/Fe…
JPMorgan named Broadcom and Marvell top picks as hyperscaler earnings validate strong momentum for custom silicon ASICs. Google's ongoing TPU investments and Amazon's robust demand for Trainium chips…
Marvell Technology (MRVL) received a buy rating and $288 price target, driven by strong Q1 FY2027 results and raised long-term AI revenue guidance.
Nvidia agreed to financially support OpenAI's Ohio data-center campus, reducing its guarantee commitment to under $120 billion to limit balance-sheet exposure. The deal represents a projected $600 bi…
Surging AI data center demands are driving massive shortages in optical networking and memory components. Critical infrastructure suppliers like Lumentum report triple-digit growth, highlighting sust…
NVIDIA posted strong quarterly growth with revenues up 85% year-over-year to $81.62 billion, fueled by data center and Blackwell platform demand. While its AI ecosystem and moat remain dominant, anal…
Nvidia shares edged higher in premarket trading after reports indicated the chipmaker reduced its financial guarantee for OpenAI's Ohio data-center project from $250 billion to under $120 billion. Th…
ARK Invest continues buying Nvidia shares while also increasing its stake in challenger Cerebras Systems after its post-earnings selloff. Wall Street remains bullish on Cerebras despite margin pressu…
Cerebras Systems beat Q2 sales estimates with 103% revenue growth and issued strong full-year guidance, yet shares fell in after-hours trading, signaling investor caution despite strong AI chip deman…
AMD beat Q2 estimates and issued strong Q3 guidance driven by AI data-center demand, but shares fell 9% after-hours as investors wanted an even bigger beat given the stock's 2x rally this year.
AMD stock fell ~9% after-hours despite record Q2 revenue ($11.5B, +50% YoY) as flat gross margin guidance and surging capex raised concerns over profit growth versus rich 43x forward P/E valuation.