Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
NVDA
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Broadcom (AVGO) Soars on $10B AI Chip Order, Pressures Nvidia (NVDA) Shares | Reuters | Login to see the signal | |
Broadcom shares rally as $10 billion deal shows AI strategy is paying offSummaryBroadcom (AVGO) gained after a disclosed $10B AI chip order from a new customer, signaling customers may seek custom alternatives to pricier Nvidia chips and boosting Broadcom's AI revenue outlook for fiscal 2026. |
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NVDA
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Nvidia (NVDA) Soars on Blockbuster AI Quarter Despite China Trade Frictions | GuruFocus | Login to see the signal | |
Nvidia Rides AI Wave With 56% Revenue Jump Despite U.S.-China TensionsSummaryNvidia reported $46.7B revenue, up 56% and $41.1B in data center sales, narrowly missing some analyst expectations as CEO Jensen Huang flagged accelerating AI spending while China trade tensions persist after temporary H20 export limits. |
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MSFT
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Microsoft (MSFT) Rebounds as Salesforce (CRM) Prepares Q2 Earnings; AI and Cost Cuts in Focus | Zacks | Login to see the signal | |
Salesforce Before Q2 Earnings: Should You Buy, Sell or Hold the Stock?SummarySalesforce guides Q2 revenue $10.11–$10.16B and EPS $2.76–$2.78; AI, acquisitions and cost cuts support growth, but softening IT spending poses near-term risk. Zacks recommends holding ahead of Sept. 3 results. |
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