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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…
Nebius Group posted Q2 revenue growth of 454% to $582.3 million, backed by a new Soros Fund stake. The company secured major multi-billion-dollar AI compute agreements with Meta Platforms and Reflect…
Amazon trades at a decade-low valuation with a 21 P/E ratio despite robust fundamentals. Driven by a 37% AWS revenue surge, a $496 billion contract backlog, and strong Q2 operating income growth, ana…
Nvidia faces high expectations ahead of its quarterly earnings report. Analysts warn a simple beat-and-raise may not spark a rally, as the stock has dropped after five of the last six reports, puttin…
Alibaba announced an HK$80 billion equity placement to fund AI infrastructure, causing its shares to slide over 8% in Hong Kong. The aggressive AI expansion mirrors massive capital raises and data ce…
Despite localized moratoriums and supply chain delays, the U.S. data center boom remains robust. With nationwide construction up 46% year-over-year and thousands of planned facilities through 2030, d…
CoreWeave's stellar Q2 results, featuring 112.5% revenue growth and a $104 billion backlog, signal that AI infrastructure spending remains robust. With capacity sold out and data centers reliant on N…
Amazon increased its 2026 capex target to $220 billion amid accelerating AI demand. Surging AWS growth drove Q2 operating income up 43.2% to $27.5 billion, confirming that aggressive AI investments a…
Despite bubble fears, NVDA maintains a strong "Buy" consensus with robust revenue and cash flow growth. Major tech hyperscalers are projected to spend trillions on AI infrastructure, bolstering Nvidi…
Semiconductor stocks rebounded after a summer reality check, with Micron securing long-term sales and Nvidia approaching a key earnings report. While AI demand seems real, risks remain regarding rapi…
The AI industry faces a potential "capex gap" where infrastructure spending far outpaces current revenue, creating risks for hardware suppliers like Nvidia and opportunities for software integrators …
Crossroads Capital's Q2 letter highlights AI infrastructure provider Nebius, noting $46B in committed contract value from Microsoft and Meta, alongside a $2B equity stake and priority silicon access …
BBH Select Mid Cap ETF praised Arista Networks as a key AI infrastructure beneficiary in its Q2 letter. Despite temporary supply chain constraints, strong multi-year data center demand persists, driv…
Amazon showcases strong growth fundamentals fueled by AWS, which surged 37% year-over-year amid surging AI infrastructure demand. Coupled with robust digital advertising and retail gains, Amazon is h…
Google expanded its partnership with Marvell Technology to develop custom AI chips and infrastructure, granting Google performance-based warrants for up to a 7% stake in Marvell. The deal strengthens…
Amazon delivered strong Q2 results, with revenue up 20% to $200.6 billion, beating estimates. AWS surged 37% year-over-year to $42.2 billion amid soaring AI demand. Despite raising 2026 capex to $220…