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Dell Technologies reported surging AI server demand, booking $61 billion in AI orders during Q2 and expanding its AI backlog to $95 billion. Total revenue jumped 58% to $47 billion, driven by soverei…
Dell raised fiscal 2027 guidance, forecasting 150% EPS growth and revenue of $192 billion. Driven by a $95 billion AI server backlog and surging enterprise IT demand, the results validate strong hard…
Nvidia faces high stakes ahead of quarterly earnings as analysts expect revenue to nearly double. However, investor scrutiny is mounting over aggressive balance-sheet financing and debt guarantees fo…
Alpha Wealth Funds' Q2 2026 letter underperformed the S&P 500 due to heavy Alphabet concentration amid its capital-intensive data center buildout and premature AMD/Intel sales that missed subsequent …
Tech stocks mixed ahead of CoreWeave and Supermicro earnings. CoreWeave down 30% since May on growth concerns; Supermicro sees strong margins/orders. Intel upsized share sale to $20B on demand for ca…
Sandisk (SNDK) stock surged 2,800% on AI-driven NAND memory shortage; analysts remain overwhelmingly bullish despite valuation concerns, citing sustained AI infrastructure spending by hyperscalers li…
Jim Cramer and analysts warn Nvidia's circular AI financing deals with SK Group and OpenAI echo dot-com bubble risks, potentially masking true demand and amplifying losses if data center spending doe…
Alphabet shares fell over 7% after the company projected capital spending could reach $205B, driven partly by data center copper demand. Copper prices remain near record highs as AI infrastructure bu…
Nvidia CEO Huang projects $3-4T in AI data-center capex by 2030, far above Wall Street's ~$1.03T consensus. Nvidia posted 85% revenue growth, dominates AI chip market (85% share), with China reopenin…
Nvidia secured the top spot in data center Ethernet switching revenue for the first time in Q1, surging 192.7% to $2.1 billion. Powered by its Spectrum-X platform, this growth highlights Nvidia's suc…
Nvidia CEO Jensen Huang defended the profitability of AI, dismissing bubble concerns. He highlighted that AI's value creation has evolved beyond chips, now encompassing power, infrastructure, and div…
Broadcom surged 5.68% after multiple Wall Street upgrades citing strong AI infrastructure growth, expanding Google TPU partnerships, and robust revenue projections exceeding $100B by 2027.
Google's new TurboQuant AI algorithm reduces memory needs, spurring concerns over future memory chip demand and causing stocks to slide despite potential long-term use growth.
NVIDIA benefits from AI-driven demand and easing trade tensions, delivering strong revenue growth and optimistic long-term prospects amid crypto market weakness affecting Bitcoin.
Nvidia stock surged 5% driven by strong AI hardware demand signals and upbeat supplier comments, amid industry forecasts of rising chip sales and ongoing AI capital expenditure optimism.
Meta Platforms fell 11% after earnings amid heavy AI and data center investments but rebounded 10% after further spending announcements. The recent launch of the advanced Avocado language model highl…
NVIDIA's growth outlook improves amid easing US-China trade tensions and strong AI chip demand, with brokers forecasting significant price upside and earnings growth in 2026.
NVIDIA's strong growth outlook, easing U.S.-China trade tensions, rising data center spending, and robust chip demand justify its high valuation, making it a very attractive stock despite risks from …
Microsoft shares drop in premarket after higher data center spending and slowing cloud earnings growth disappoint investors despite income beating expectations.
NVIDIA is poised to outpace Micron in 2026 due to strong AI chip demand, rising data center spending, and China sales approval, boosting its growth and stock outlook despite Micron’s recent strong me…