Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
NVDA
|
NVIDIA (NVDA) Soars on AI Frenzy as Infrastructure Demand Accelerates | Zacks | Login to see the signal | |
2 Under The Radar AI Stocks Worth a LookSummaryAI demand is boosting leaders and niche plays: NVIDIA remains central while Credo Technology (CRDO) and Comfort Systems USA (FIX) reported strong sales and EPS beats, driven by data center and AI infrastructure tailwinds. |
||||
MSFT
|
Microsoft (MSFT) Secures $17.4B GPU Capacity Deal with Nebius, Boosting AI Infrastructure | Reuters | Login to see the signal | |
Nebius signs $17.4 billion dollar AI infrastructure deal with MicrosoftSummaryNebius will provide Microsoft with GPU infrastructure capacity in a $17.4 billion, five-year deal, boosting Nebius shares and securing AI compute for Microsoft as data center demand surges amid the generative AI race. |
||||
GOOGL
|
Astera Labs (ALAB) Soars After Earnings Beat as AI Rack-Scale Demand Surges | Zacks | Login to see the signal | |
Bull of the Day: Astera Labs (ALAB)SummaryAstera Labs (ALAB) surged after beating earnings as its rack‑scale connectivity tech meets booming AI data‑center demand. Analysts raised estimates; AI capex from Amazon, Microsoft, Meta, and Alphabet (~$400B in 2025) underpins sustained demand. |
||||
|
MSFT
|
Astera Labs (ALAB) Soars After Earnings Beat as AI Rack-Scale Demand Surges | Zacks | Login to see the signal | |
Bull of the Day: Astera Labs (ALAB)SummaryAstera Labs (ALAB) surged after beating earnings as its rack‑scale connectivity tech meets booming AI data‑center demand. Analysts raised estimates; AI capex from Amazon, Microsoft, Meta, and Alphabet (~$400B in 2025) underpins sustained demand. |
||||
AMZN
|
Astera Labs (ALAB) Soars After Earnings Beat as AI Rack-Scale Demand Surges | Zacks | Login to see the signal | |
Bull of the Day: Astera Labs (ALAB)SummaryAstera Labs (ALAB) surged after beating earnings as its rack‑scale connectivity tech meets booming AI data‑center demand. Analysts raised estimates; AI capex from Amazon, Microsoft, Meta, and Alphabet (~$400B in 2025) underpins sustained demand. |
||||
META
|
Astera Labs (ALAB) Soars After Earnings Beat as AI Rack-Scale Demand Surges | Zacks | Login to see the signal | |
Bull of the Day: Astera Labs (ALAB)SummaryAstera Labs (ALAB) surged after beating earnings as its rack‑scale connectivity tech meets booming AI data‑center demand. Analysts raised estimates; AI capex from Amazon, Microsoft, Meta, and Alphabet (~$400B in 2025) underpins sustained demand. |
||||
|
GOOGL
|
Amazon (AMZN) Soars as AI Capex Surge Fuels Data‑Center Connectivity Demand | Zacks | Login to see the signal | |
Zacks Investment Ideas feature highlights: Astera Labs, Taiwan Semiconductor, Amazon, Microsoft, Meta Platforms and AlphabetSummaryZacks spotlights Astera Labs' rack-scale AI connectivity, noting Amazon, Microsoft, Meta and Alphabet will drive roughly $400B in AI capex in 2025, boosting demand for data-center networking and benefiting related infrastructure suppliers. |
||||
|
MSFT
|
Amazon (AMZN) Soars as AI Capex Surge Fuels Data‑Center Connectivity Demand | Zacks | Login to see the signal | |
Zacks Investment Ideas feature highlights: Astera Labs, Taiwan Semiconductor, Amazon, Microsoft, Meta Platforms and AlphabetSummaryZacks spotlights Astera Labs' rack-scale AI connectivity, noting Amazon, Microsoft, Meta and Alphabet will drive roughly $400B in AI capex in 2025, boosting demand for data-center networking and benefiting related infrastructure suppliers. |
||||
|
AMZN
|
Amazon (AMZN) Soars as AI Capex Surge Fuels Data‑Center Connectivity Demand | Zacks | Login to see the signal | |
Zacks Investment Ideas feature highlights: Astera Labs, Taiwan Semiconductor, Amazon, Microsoft, Meta Platforms and AlphabetSummaryZacks spotlights Astera Labs' rack-scale AI connectivity, noting Amazon, Microsoft, Meta and Alphabet will drive roughly $400B in AI capex in 2025, boosting demand for data-center networking and benefiting related infrastructure suppliers. |
||||
|
META
|
Amazon (AMZN) Soars as AI Capex Surge Fuels Data‑Center Connectivity Demand | Zacks | Login to see the signal | |
Zacks Investment Ideas feature highlights: Astera Labs, Taiwan Semiconductor, Amazon, Microsoft, Meta Platforms and AlphabetSummaryZacks spotlights Astera Labs' rack-scale AI connectivity, noting Amazon, Microsoft, Meta and Alphabet will drive roughly $400B in AI capex in 2025, boosting demand for data-center networking and benefiting related infrastructure suppliers. |
||||
|
NVDA
|
Nvidia (NVDA) Rebounds After Earnings as AI Demand Offsets China Uncertainty | GuruFocus | Login to see the signal | |
NVDA: Nvidia Keeps AI Growth Story Alive as Broadcom LoomsSummaryNvidia steadied after post-earnings volatility as management left its outlook intact. Strong AI/data-center demand and multi-quarter cloud orders underpin the long-term case, while China sales and excluded H20 shipments remain an uncertainty. |
||||
|
NVDA
|
NVIDIA (NVDA) Soars on Zacks Research Spotlight and Strong AI Data Center Demand | Zacks | Login to see the signal | |
The Zacks Analyst Blog Highlights NVIDIA, Chevron, Booking Holdings, EVI Industries and AMCON DistributingSummaryZacks highlights NVIDIA's strong AI and data-center revenue growth, Ada RTX workstation ramp and automotive collaborations, while warning of Blackwell GPU supply limits, rising production costs, US-China tensions and intensifying AMD competition. |
||||
|
NVDA
|
NVIDIA (NVDA) Tumbles as AMD Claims MI355 Matches B200, Heightening AI GPU Competition | Zacks | Login to see the signal | |
AMD Rides on Accelerating Data Center Growth: A Sign of More Upside?SummaryAMD reports strong Data Center growth, claims MI355 rivals NVIDIA's B200, and expects continued expansion, pressuring NVIDIA's market share despite NVIDIA's dominant data-center revenue performance. |
||||
|
NVDA
|
Nvidia (NVDA) Soars as Dell Raises AI Server Revenue Forecast | Reuters | Login to see the signal | |
Dell lifts annual forecasts on AI server sales boomSummaryDell raised revenue and profit forecasts, citing stronger demand for AI-optimized servers powered by Nvidia chips, lifting AI server revenue targets and signaling higher GPU demand despite margin pressures and a mixed quarterly outlook. |
||||
|
NVDA
|
Nvidia (NVDA) Rebounds as White House Talks Continue on Blackwell Chip Sales to China | Reuters | Login to see the signal | |
Trump, Nvidia talks to allow advanced AI chip sales in China will take time, CEO saySummaryNvidia CEO Jensen Huang said talks with the White House about permitting a less advanced Blackwell AI chip sale to China will take time, but U.S. leaders see benefits of keeping the AI stack on American technology. |
||||
|
NVDA
|
Nvidia (NVDA) Tumbles on Softer Q3 Guide and China Export Uncertainty | GuruFocus | Login to see the signal | |
Nvidia's $4 Trillion Streak Faces a Test: China Risks, Slowing Growth, and a $3 Trillion AI BetSummaryNvidia forecasted softer fiscal Q3 revenue (~$54B) after strong Q2 growth, citing no H20 AI chip sales to China and export-license uncertainty. Management touted massive long-term AI opportunity and authorized $60B buybacks despite near-term China-related risks. |
||||
|
NVDA
|
NVIDIA (NVDA) Soars on Earnings Beat as Blackwell AI Ramp Boosts Guidance | GuruFocus | Login to see the signal | |
NVDA: Nvidia Sees $3--$4 Trillion AI Infrastructure Opportunity by 2030SummaryNVIDIA beat guidance with $46.7B revenue driven by Blackwell adoption; data center revenue rose 56% and networking hit a record. Guidance improved to $54B despite a $4B China licensing delay; company announced $10B repurchase and $60B buyback authorization. |
||||
|
NVDA
|
Nvidia (NVDA) Soars on 56% Revenue Gain; China Export Curbs Temper Outlook | Reuters | Login to see the signal | |
Nvidia is AI, but only for so longSummaryNvidia reported $46.7B Q revenue, up 56% YoY; data center sales narrowly missed estimates but guidance met expectations. H20 export restrictions and China policy limit near-term China revenue, while the company projects large long-term opportunity there. |
||||