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Barclays lifted its year-end S&P 500 target to 7,950 from 7,800, citing strong earnings growth and AI-related spending. Cloud giants Alphabet, Amazon, and Meta are projected to drive heavy capex exce…
Despite historical September market weakness, the AI megatrend remains strong, driven by soaring infrastructure spending. Analysts recommend AI-focused ETFs and leading semiconductor names like NVIDI…
Booming corporate profits across the S&P 500, driven by AI spending and significant tariff refunds, have led many companies to raise their full-year guidance, signaling strong near-term market sentim…
Nvidia (NVDA) continues to soar, driven by a broadening AI spending boom that extends beyond mega-cap tech to startups and traditional enterprises. Non-hyperscaler revenue surged 138% Y/Y, fueling an…
Nvidia faces intense pressure ahead of crucial earnings amid semiconductor market weakness and Fed policy scrutiny. However, historic upward revisions in Big Tech AI capital spending continue to prov…
SK Hynix plans to repurchase and cancel shares to narrow its valuation discount against Micron, helping alleviate market concerns over a potential slowdown in the broader artificial intelligence spen…
SK Hynix shares rallied following plans to repurchase and cancel shares. The aggressive capital return plan helps ease investor concerns over a potential slowdown in the broader AI spending boom.
Wall Street increasingly uses credit-default swaps to hedge AI-driven hyperscaler debt risk. Nvidia, Meta, Oracle show widening CDS spreads despite mixed equity performance, signaling growing credit …
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 …
Mixed markets as oil surges 2%+ on Iran-Strait of Hormuz tensions, lifting yields. AAPL downgraded by Jefferies; MSFT and software stocks rally; XOM gains on oil prices. JPMorgan raised S&P year-end …
Sandisk and Western Digital report earnings Wednesday, with analysts expecting strong beats driven by AI-related data center demand, reinforcing the broader AI infrastructure spending narrative despi…
Semiconductor stocks are suffering a severe rout, driven by SK Hynix's surging capex guidance and growing investor concerns over overheated AI spending and Chinese competition. The Philadelphia Semic…
Wedgewood Partners' Q2 2026 letter praises TSM, Alphabet, Apple as top contributors, citing strong AI-driven semiconductor demand. Nvidia, Broadcom, Micron demand signals point to 50%+ annual AI grow…
Big tech firms including Amazon, Google, and Meta are aggressively raising debt to fund massive AI infrastructure investments, signaling confidence but increasing leverage amid AI spending boom conce…
Nvidia reported blockbuster results with accelerating revenue and strong AI demand, lifting global tech stocks and signaling sustained growth despite some analyst caution.
Zacks spotlights Vertiv’s strong results and AI data center demand driven by Oracle’s massive backlog; Vertiv’s partnership with Nvidia positions both to benefit from continued AI infrastructure spen…
Markets awaited Nvidia earnings as a gauge for AI spending and market direction; upbeat sales forecasts clash with China exposure concerns and Fed independence worries after Trump’s push to remove a …