Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
NVDA
|
Broadcom (AVGO) Soars on Strong Q4 AI Chip Forecast, Puts Pressure on Nvidia (NVDA) | Reuters | Login to see the signal | |
Broadcom forecasts upbeat fourth-quarter revenue as AI chip demand soarsSummaryBroadcom raised Q4 revenue guidance above estimates, driven by strong demand for custom AI chips and 63% AI revenue growth, positioning its accelerators as a lower‑cost alternative to Nvidia processors. |
||||
|
NVDA
|
NVIDIA (NVDA) Soars on $1.3B Lambda AI Chip Rental Deal | Reuters | Login to see the signal | |
Nvidia Agreed This Summer To Rent 10,000 Of Its Own AI Chips From The Cloud Firm, Lambda, For $1.3 Billion Over Four Years- The InformationSummaryNVIDIA struck summer agreements with cloud firm Lambda: a $1.3B, four‑year deal to rent 10,000 AI chips, plus a separate $200M deal for 8,000 more, highlighting robust demand for NVIDIA GPUs. |
||||
|
NVDA
|
Nvidia (NVDA) Soars on AI Spending Optimism After Strong Results | GuruFocus | Login to see the signal | |
NVDA: Nvidia Strong AI Outlook Sparks Chip Stocks RallySummaryNvidia's results and guidance reinforced strong AI infrastructure demand, boosting chip suppliers as investors anticipate bigger AI budgets, though analysts warn uneven short-term impacts across legacy-exposed firms. |
||||
MSFT
|
Microsoft (MSFT) Soars as Azure Expansion and $30B Capex Reinforce AI Infrastructure Lead | Zacks | Login to see the signal | |
CoreWeave's Upbeat Outlook: Are Expanding Data Centers at the Core?SummaryCoreWeave raised 2025 revenue guidance on strong AI demand and data-center expansion; backlog and GPU offerings surged. Microsoft expanded Azure AI capacity, adding >2GW and planning $30B+ capex, reinforcing its cloud and AI infrastructure leadership. |
||||