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Semiconductor stocks rallied as falling Treasury yields, declining oil prices, and Nvidia CEO Jensen Huang's reaffirmed $3T–$4T AI infrastructure projection buoyed sentiment. The positive macro backd…
Harbor Mid Cap Value Fund released its Q2 investor letter, highlighting strong equity gains driven by AI hardware infrastructure spending. The letter spotlighted Arrow Electronics as a top performer …
Memory stocks rebounded as AI server demand and easing yields lifted sentiment, despite pressure from Broadcom's softer-than-expected fourth-quarter revenue outlook. Although Broadcom's AI semiconduc…
Wall Street rebounded as bond yields stabilized and dip buyers returned. Nvidia gained over 3% following strong Dell earnings confirming broad AI spending and reports of acquiring AI startup Hugging …
OpenAI’s aggressive AI infrastructure expansion, backed by a significant guarantee from Nvidia, signals massive demand for advanced computing power. However, the company faces persistent executive in…
US stock indices retreated as a 0.6% drop in July retail sales and weakening consumer confidence stoked growth concerns. Tech shares lagged, led by Broadcom's 6% plunge over AI debt financing worries…
Sandisk and Western Digital shares fell sharply despite beating Wall Street earnings estimates, as investors wanted stronger guidance. Both stocks remain top 2026 S&P 500 performers, benefiting from …
Meta expands its AI infrastructure partnership with AMD, committing billions for AMD-based AI capacity, while AMD shares jump and Meta's stock slightly dips amid increased AI investments.
Tesla plans to more than double capital spending to over $20 billion, focusing on autonomous vehicles, humanoid robots, and battery production, signaling a strategic shift from traditional EV sales t…
AMD raised Q4 revenue guidance above estimates, driven by strong AI chip demand, while Nvidia maintains market dominance amidst growing competition in AI hardware.