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US indexes rebounded as Dell's massive AI server backlog fueled optimism for Nvidia. Alphabet gained after a judge ruled against breaking up its adtech business. In after-hours trading, Broadcom slid…
Dell Technologies delivered a monster beat-and-raise quarterly earnings report driven by robust AI data center demand. The strong results validate surging enterprise AI infrastructure investments, pr…
AMD plans a record $5B bond offering to fund AI/server expansion. Company forecasts server revenue growth of 80%+ in H2 2026, 70%+ in 2027, backed by major commitments from OpenAI, Meta, and Anthropi…
Super Micro Computer shares plunged due to smuggling allegations involving NVIDIA GPUs, but NVIDIA’s strong AI demand outlook supports a modestly positive signal for NVDA amid uncertainty.
Micron’s massive earnings beat and bullish guidance signal a severe 2026 memory chip shortage, fueling demand for Nvidia's AI server components and driving growth in high-bandwidth memory, benefiting…
Super Micro shares fell amid mixed earnings and intense competition, but its AI server partnership with Nvidia underpins long-term growth potential despite near-term margin pressure.
Nvidia shares rose 2% after Foxconn's strong revenue and AI server demand signal continued AI infrastructure spending, despite mixed guidance from HPE. This suggests near-term robust orders for Nvidi…
Foxconn reported strong Q3 profit growth driven by AI server shipments, collaborating closely with Nvidia on AI supercomputing projects amid rising demand and supply chain expansion.
Foxconn posted strong Q3 profits driven by AI server demand, boosting Nvidia’s AI supply chain role and forecasting significant Q4 revenue growth in AI products.
Foxconn reported record Q3 revenue driven by strong AI demand fueling server shipments, despite missing forecasts and exchange rate concerns. Revenue growth is expected to continue in Q4 with AI ramp…