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NVDA benefits from rising semiconductor sales driven by AI demand, with strong earnings growth forecasts. The semiconductor sector shows robust expansion expected to continue into 2026, fueled by maj…
Microsoft plans significant capex growth in fiscal 2026, driven by accelerated AI infrastructure investments supporting Azure and data centers, signaling confidence despite high spending. Nebius and …
South Korea partners with SoftBank's Arm to boost chip design education, while Nvidia commits over 260,000 AI chips to support strong local AI growth ambitions.
Amazon and Google launched a joint multicloud networking service to enhance connectivity after a major AWS outage. The move strengthens cloud services amid rising AI demand, with Amazon leading in cl…
Nvidia’s Q3 earnings beat expectations with 62% revenue growth, strong AI demand, and confident revenue guidance, sparking a 5% pre-market jump and boosting investor sentiment amid concerns of an AI …
Nvidia prepares to report fiscal Q3 earnings with sky-high expectations for strong revenue and EPS growth driven by AI demand, potentially reigniting the tech rally despite recent share price pullbac…
AirTrunk, backed by Blackstone, expands hyperscale data centers into India amid surging AI demand. Google invests $15 billion in an Indian AI hub, intensifying competition in Asia’s digital infrastru…
Nvidia projects massive EBITDA growth by 2027 driven by AI demand; shares dip 2.5% after SoftBank's large stake sale ahead of earnings report.
Top analyst raises Nvidia's price target to $350, anticipating 75% stock growth driven by surging AI demand and doubling GPU shipments by 2027, with software business as a future growth catalyst.
Big Tech stocks rose on strong earnings and AI demand, with Amazon and Apple leading gains. Meta fell due to a large tax charge despite revenue growth. The Fed cut rates again, and easing U.S.-China …
Microsoft signed a $9.7 billion deal with IREN for Nvidia GB300 processors to expand AI cloud capacity over five years, highlighting strong AI demand and infrastructure growth.
Alphabet's GOOGL shares hit an all-time high on strong Q3 results driven by 34% cloud revenue growth and expanding AI demand, with raised capital expenditure to boost AI infrastructure.
Amazon's quarterly revenue forecast misses Wall Street estimates due to weak retail sales, but strong AI-driven cloud demand from AWS helps offset pressure from its e-commerce slowdown ahead of the h…
Nvidia's strong 125% revenue growth and 79.5% EPS growth highlight its market leadership and robust cash flow, making it a top semiconductor stock amid accelerating AI demand.
BTV highlights NVIDIA and six AI-related firms, showcasing AI-driven GPU demand, crypto and clean-tech pivots (Bitfarms, Northstar, HIVE, Netcoins, Kodiak Copper, Kneat) and potential infrastructure …
Micron raised guidance and is rated a strong buy as AI-driven memory demand grows; Nvidia delivered record quarter but dipped after narrowly missing AI data-center revenue guidance, keeping the long-…
Nvidia slightly beat EPS and operating income, reported revenue in line and guided roughly in line; margins and free cash flow fell while inventory rose. Strong demand for Blackwell persists, but gro…
Nvidia shares rose modestly ahead of quarterly results expected to show strong AI-driven revenue and EPS growth, though China sales restrictions and high expectations pose downside risk.