Market context
Follow the story. See which markets it affects. Explore the context.
Fundstrat's Tom Lee maintains a bullish stance on Nvidia (NVDA), arguing the AI chip leader remains undervalued. Despite triple-digit growth, NVDA's valuation multiple is compressing due to even fast…
Nvidia has paused some revenue-sharing financing deals with AI cloud providers due to internal antitrust concerns. While the core GPU business remains exceptionally strong, this pause may temper the …
Nvidia reported blowout Q2 results, with shares surging 8.7%. An expanded partnership with AWS to deploy two million GPUs through 2029 underscores Nvidia's dominance in AI infrastructure, despite bro…
South Korea's government selected three tech consortia for its 'AI for All' initiative, utilizing up to 512 of Nvidia's high-end B200 chips. This state-led program aims to provide free premium AI ser…
Nvidia (NVDA) is aggressively securing supply components for AI chips, with commitments more than doubling to $279 billion. This strategic move highlights robust demand for NVDA's technology and rein…
Broadcom (AVGO) stock surged 3.9% following Nvidia's blowout earnings and upbeat forecast, which eased market fears of a slowdown in AI infrastructure spending. This positive sector catalyst outweigh…
The London Company's Q2 letter highlights Entegris (ENTG) as a top contributor due to AI and semiconductor tailwinds. However, the firm prefers other AI stocks for better risk/reward, implying a posi…
Nvidia (NVDA) soared after a strong FY28 forecast eased AI spending concerns, boosting Nasdaq and S&P 500 futures. Conversely, Meta Platforms (META) faces a major settlement over child safety claims,…
META shares rose 1.07% after settling a child-safety case with U.S. states for up to $18 billion, payable over 10 years. This removes a major legal uncertainty, though investors remain focused on the…
Nvidia reported record earnings and revenue that beat analyst expectations. However, shares traded lower due to market anxiety about AI sector viability, high infrastructure spending, and potential f…
Microsoft faces a cash crunch despite huge revenue growth, as massive AI infrastructure spending weighs on free cash flow.
Marvell approaches earnings driven by massive AI infrastructure demand and a $12.2 billion custom chip deal with Google. The expanding hyperscaler investment in specialized data center silicon unders…
Market strategists discuss Nvidia ahead of earnings, noting its relative strength against the broader chip pullback. Despite worries over AI capex sustainability and monetization across hyperscalers,…
Citi opened a positive catalyst watch on beaten-down Oracle despite heavy debt and margin concerns. Meanwhile, intense competition persists from cloud giants Microsoft Azure, Amazon Web Services, and…
US stock futures edge higher led by Nasdaq gains ahead of Nvidia's critical quarterly earnings. Softer macroeconomic data and elevated Treasury yields keep traders cautious ahead of Jackson Hole rema…
Nvidia approaches its Q2 earnings with Wall Street forecasting $92.16 billion in revenue fueled by robust Blackwell chip demand and AI infrastructure spending. Despite an 8% pre-earnings slump and hi…
Dell faces high expectations ahead of its Q2 earnings after surging 247% year-to-date. Despite a massive $51.3 billion AI server backlog fueled by surging infrastructure demand, gross margin compress…
Jim Cramer argues political pushback against data center construction will eliminate speculative builders, reducing soaring resource costs and giving tech hyperscalers like Microsoft, Amazon, and Alp…
UBS expects the Federal Reserve to hold interest rates steady amid a slowing housing market and resilient $820 billion AI infrastructure spending. Inflation pressures from memory chips are deemed tem…
Major cloud providers including Alphabet, Amazon, and Microsoft saw combined cloud revenue accelerate 43% to $106.3 billion in Q2. Despite record AI capex projections of $745 billion, firms are pivot…