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Nvidia reported blowout Q2 earnings, but concerns over the durability of demand and Nvidia's new $500B customer financing arrangement—which includes guarantees—have raised red flags among analysts, m…
Semiconductor stocks show extreme volatility despite strong earnings forecasts. TSM and Samsung beat profits but shares fell, signaling investor caution about AI demand sustainability and elevated va…
Broadcom shares tumbled 15% after its fiscal outlook disappointed investors who had priced in even more aggressive AI growth. The miss, combined with shifting product strategies and broader sector va…
AMD and the broader semiconductor sector are suffering a sharp selloff following Broadcom’s disappointing third-quarter guidance for AI-related revenue. Investors are recalibrating expectations for t…
Broadcom shares faced pressure after providing third-quarter revenue guidance that only narrowly beat analyst expectations. Investors, anticipating a more significant AI-driven growth surge, reacted …
S&P 500 fell 0.07% as tech stocks weakened, with memory chip makers declining after Seagate's CEO warned factory expansion timelines could hinder AI demand fulfillment.