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Robust guidance from hardware and chip leaders like Dell and Nvidia dispels investor fears of peak AI demand. Persistent enterprise and cloud hyperscaler spending on AI servers highlights ongoing str…
Big Tech AI performance is diverging as Nvidia and Amazon post strong gains while Alphabet falls 15% on heavy infrastructure spending and AI talent concerns. Investors are increasingly discriminating…
Wall Street rose as Nvidia's blockbuster earnings and bullish AI outlook renewed optimism, driving technology shares and lifting the Nasdaq and S&P 500.
Palantir raised its 2025 revenue forecast, citing surging U.S. government and commercial AI demand, sending shares up 14% after hours and boosting broader AI sector sentiment despite European scrutin…
US stocks hit record highs on Palantir's blowout earnings and AI optimism, while Iran-Hormuz de-escalation hopes crushed oil prices. Chip stocks surged, though AMD's after-hours results disappointed …
Palantir's stock surged 14% after blowout Q2 earnings, driven by 149% US Commercial growth and raised guidance, signaling robust enterprise AI demand that could benefit broader AI and cloud-related t…
AI-driven demand is fueling a historic memory chip boom, with DRAM and NAND prices surging. Micron and SanDisk are locking in long-term supply deals, while hyperscalers like Microsoft, Amazon, and Al…
Amazon surged 10% premarket on strong Q2 earnings and AI demand, offsetting Apple's 7.5% drop from weak services revenue. US futures rose broadly, while gold, silver, and bitcoin declined slightly; o…
Broadcom (AVGO) options market anticipates a 9% post-earnings volatility move. Bullish call positioning at the $500 strike and above suggests investor optimism, though some hedging exists via put act…
Asian shares declined and US equity futures dipped as geopolitical tensions in the Middle East and rising oil prices offset optimism from the AI-driven rally. Despite record highs for the S&P 500, co…
Alphabet announced an $80 billion equity offering, including a $10 billion private placement with Berkshire Hathaway. Despite strong AI-driven demand exceeding supply, the stock dipped 1.2% in after-…
Nvidia unveiled new AI-integrated consumer chips while South Korean export data confirms record-breaking global chip demand. Despite U.S. export restrictions to Chinese subsidiaries, momentum remains…
The S&P 500 reached new record highs, driven by strong monthly performance and optimism surrounding AI-led corporate earnings. While corporate profits are at historic highs, broader economic disparit…
US indices hit record highs on optimism over a potential Iran-US peace deal, which is easing oil prices and inflation concerns. Strong AI demand, exemplified by Dell's massive surge, continues to dri…
Google and Blackstone announced a joint venture AI cloud company offering on-demand compute capacity and TPUs, competing with CoreWeave and Nebius. GOOGL stock jumped 1% overnight ahead of Google I/O.
NVIDIA's upcoming Q4 earnings expect strong growth with significant year-over-year gains. Market focus shifts to consumer discretionary earnings and key U.S. economic reports this week.
Alphabet's shares rose 0.9% ahead of Q4 earnings focusing on Google Cloud growth and capacity expansion amid AI demand, suggesting cautious optimism despite broad AI-related sector concerns.
Microsoft's upcoming earnings are expected to highlight strong Azure cloud growth despite GPU capacity constraints, supported by multiyear AI demand visibility from OpenAI and Anthropic contracts, wi…
Despite lowered price targets by some analysts due to sector-wide valuation drops, Microsoft is expected to deliver strong Azure growth and beat earnings consensus next quarter, supporting a positive…
NVIDIA benefits from strong AI-driven demand, with EPS forecasted to grow over 50% and robust sales expected through fiscal year 2027, signaling a powerful earnings season impact on its stock.