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Cisco reported record fiscal 2026 revenue of $63.3 billion and projected $7.5 billion in fiscal 2027 hyperscaler AI infrastructure revenue. However, gross margins contracted 210 basis points due to a…
Qualcomm and Amazon unveiled a multi-generational deal to co-develop custom AI inference silicon and 1.6T optical networking for AWS. Amazon secured warrants for up to 25 million QCOM shares, threate…
U.S. markets digest mixed economic data while spotlighting NVIDIA's Q2 earnings after the close. Analysts project nearly 100% revenue and earnings growth, though scrutiny lingers over circular financ…
Qualcomm faces smartphone revenue pressure as Apple transitions to in-house modems by 2027. However, Qualcomm is pivoting to AI inference infrastructure and data center CPUs, securing multi-generatio…
Qualcomm beat revenue estimates but shares fell 6% as investors weighed weak smartphone demand against its ambitious AI data center expansion plans, targeting $40B in non-handset revenue by 2029.
Nvidia announced a $1 trillion revenue opportunity from its Blackwell and Rubin AI chips by 2027, unveiled a groundbreaking inference system, and positioned itself as the clear leader in AI infrastru…
Nvidia attracted a $180M purchase by billionaire investor Leo Koguan despite a slight share dip amid Broadcom competition and China chip delays. Strong AI demand and robust earnings underpin bullish …
Billionaire Leo Koguan bought one million Nvidia shares, endorsing AI’s growth. Despite emerging Broadcom competition with AI chips, Nvidia remains positioned for continued expansion in the AI chip s…
NVIDIA leads the AI chip market with strong revenue and earnings growth driven by new GPU architectures and a key partnership with OpenAI, positioning it as a better buy than Broadcom despite both fi…
NVIDIA sees strong AI-driven growth with data center revenues up 66% YoY amid expanding demand for GPUs powering generative AI, boosting confidence in a robust upward trend.
Jefferies analyst rates Nvidia, Broadcom, and KLA as top chip stocks for 2026, citing strong AI-driven demand and chip launches, with Nvidia’s growth outlook seen as undervalued despite competitive p…
Nvidia posted strong Q4 revenue growth driven by AI chip demand, beating forecasts and raising confident guidance despite market volatility and AI bubble concerns.
Morgan Stanley keeps a Buy on Nvidia due to AI-driven chip demand. Nvidia invests $100B in OpenAI data centers but faces China revenue drops and rising competition with OpenAI's Broadcom chip deal.
NVIDIA’s Networking unit nearly doubled revenue to a record $7.3B in Q2, driven by Spectrum-X and InfiniBand demand, lifting estimates and highlighting NVIDIA’s integration advantage in AI data cente…
China antitrust probe and rising competition from Broadcom and OpenAI pressured Nvidia shares, but strong earnings revisions, high analyst price targets, and favorable valuation underpin buy-side sup…
Nvidia jumped 4% after limited China sales resumed under a US-negotiated framework and it unveiled the Rubin CPX AI chip, boosting growth prospects despite analyst cautions over Broadcom competition.