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Super Micro Computer reported 78% revenue growth in FY26 and secured a record $60 billion in Q4 orders. AI infrastructure accounts for over 80% of expected revenue, signaling robust enterprise demand…
Broadcom rose nearly 2% premarket, buoyed by Nvidia's strong AI results and positive broader market sentiment. Investors are positioning ahead of Broadcom's earnings report on Sept. 2, despite the st…
Palo Alto CEO Arora warns neoclouds face a reckoning when GPU supply normalizes, threatening pricing power. However, he identifies Nebius Group as a durable 'neoscaler,' supported by massive contract…
Nvidia (NVDA) reported blowout Q2 results, beating revenue and EPS estimates while providing strong guidance. Analyst Dan Ives suggests the AI boom continues, with hyperscalers like Microsoft, Amazon…
Cisco expanded its Secure AI Factory offering with Nvidia through a new partnership with Super Micro Computer. The collaboration introduces end-to-end rack-scale AI computing solutions combining Cisc…
Amazon outperforms Alibaba with 20% revenue growth and surging operating income fueled by accelerating 37% AWS growth and proprietary AI chips. Strong advertising and disciplined execution solidify A…
Alibaba slashed share buybacks by 80% to finance a 75% surge in AI CapEx, prioritizing heavy AI infrastructure buildouts despite widened segment losses and negative free cash flow.
Amazon advanced as AWS cloud revenue surged 37% to $42.2 billion, marking its fastest growth in 18 quarters. Second-quarter sales rose 20% while operating income jumped 43%, demonstrating that strong…
Super Micro's blowout $60 billion order backlog and surging margins validated persistent AI infrastructure demand. The strong server supply-chain read-through boosted shares of key chipmakers NVIDIA …
Roundhill's LOHA ETF offers exposure to heavy assets like Cummins and AutoZone, countering mega-cap AI concentration. While benefiting from data center power demand, heavy assets remain vulnerable to…
Big tech hyperscalers including Alphabet, Microsoft, Amazon, and Meta committed $170 billion to AI CapEx, with investments driving accelerating cloud demand and revenue growth. Alphabet raised its fu…
Veeco (VECO) posted strong Q2 2026 results, raised FY26 revenue guidance to $780-810M, citing accelerating AI-driven demand in advanced packaging, silicon photonics, and memory semiconductor equipmen…
WhiteFiber (WYFI) reported 54% YoY revenue growth to $28.8M in Q2 2026, driven by NC1 data center ramp-up and $540M+ in new multiyear cloud services contracts, including NVIDIA B300 and Vera Rubin GP…
Cava, Super Micro, and CoreWeave rally on strong sales/AI demand outlooks. CoreWeave's booming AI revenue and Nebius earnings signal robust AI infrastructure spending, lifting broader tech sentiment …
Cerebras Systems shares dropped 11.9% after Q2 earnings missed estimates with a wider-than-expected loss, despite 74% YoY revenue growth. Company raised full-year sales and margin guidance, suggestin…
Applied Materials stock nearly tripled on anticipated 30%+ 2026 semiconductor equipment growth tied to AI-driven fab buildouts, though supply chain constraints—not demand—are pacing revenue realizati…
Lenovo's 43% revenue surge and record server sales, driven by AI infrastructure demand, lifted Dell and HP premarket, while Cisco fell despite a beat-and-raise due to flat services revenue and high i…
Baron Opportunity Fund's Q2 2026 letter praises Broadcom for its dominant custom silicon position, citing multi-year deals with Google, Apple, OpenAI, and Meta's continued AI infrastructure investmen…
Insight Enterprises reported strong Q2 2026 results with 18% gross profit growth and raised FY26 guidance, driven by robust demand for AI infrastructure, cloud services (Microsoft, Google), and hardw…
US stocks rose after July CPI matched forecasts, easing Fed rate-hike fears. Nasdaq and S&P 500 gained while semiconductors like Nvidia rallied. Alphabet restructured its DeepMind unit to boost AI co…