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The London Company highlighted strong equity returns driven by AI infrastructure spending and a semiconductor rebound. Texas Instruments outperformed amid rising industrial and analog chip demand, ap…
Nvidia plans $500B investment in neocloud partners with Apollo, BlackRock, and Blackstone, boosting AI infrastructure demand and chip sales, while pressuring legacy cloud providers like Oracle throug…
Applied Materials (AMAT) reported record Q2 FY2026 results with 11% revenue growth, driven by AI infrastructure demand. CEO highlighted multiyear customer visibility into equipment demand, boosting c…
Broadcom leads semiconductor gains with strong momentum amid rising chip demand, while Microsoft and major ad-dependent tech stocks like Alphabet and Meta face headwinds from competitive and regulato…
Nvidia CEO Jensen Huang highlights AI’s role as core infrastructure boosting global job growth across sectors, dismissing fears of job loss and emphasizing AI-driven economic benefits in applications…
Tech stocks, including Nvidia, have dropped despite rising earnings forecasts due to profit-taking and AI demand concerns. However, improved earnings outlooks and continued capital spending suggest b…
Intel shares surged nearly 9% following CEO Lip-Bu Tan's cost-cutting and strategic investments, including a stake from Nvidia. Despite challenges in chip yields, Intel is recovering, outpacing Nvidi…
Nvidia posted a strong Q2 2025 and beat guidance, shares up ~31% since January; CEO cites a $50B China opportunity. Weak US jobs and upcoming CPI raise prospects for Fed rate cuts, which could furthe…