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Nvidia shares slipped to $206.91, underperforming rivals as competition grows from custom chips and big tech. While long-term analyst forecasts remain optimistic, technical indicators suggest short-t…
Broadcom shares plummeted over 13% after missing Q2 revenue expectations. Increased competition in the custom chip sector and disappointing AI-related revenue projections weighed on investor sentimen…
Nvidia forecasts Q2 revenue of $91B, beating expectations of $86.84B, and announces an $80B share repurchase program. However, shares fell 2% post-announcement amid competition from custom chips deve…
BNP Paribas reports semiconductor firms including Nvidia optimistic about strong AI-driven demand in 2026, despite near-term power constraints in the US. Custom chips pose limited threat to Nvidia GP…