Market context
Follow the story. See which markets it affects. Explore the context.
Piper Sandler initiated coverage on Qualcomm with a Neutral rating and a $190 price target. While Qualcomm targets $15 billion in data center revenue by fiscal 2029, the firm warns that future AI des…
Intel shares sit 29% below 52-week highs despite strong year-over-year data center growth and tightening server chip supplies. Historical data highlights severe peak-to-trough drawdowns during market…
AMD executives announced an aggressive push into rack-scale AI systems and raised the server CPU market forecast to $220 billion by 2030. Driven by agentic AI workloads, AMD reaffirmed over 60% compo…
Draft IPO documents reveal SB Energy, backed by SoftBank and OpenAI, is highly reliant on Nvidia's financial guarantee to fund its massive Ohio data center campus. Nvidia also holds a significant equ…
Diamond Hill Capital highlights Texas Instruments' (TXN) better-than-expected Q2 guidance, driven by improved industrial and data center demand. While not a direct mention of the requested symbols, t…
Nvidia will invest $5 billion in Intel and buy stock at $23.28 as the firms partner to build Nvidia-custom x86 CPUs and chip systems for AI and PCs; Intel stock jumped ~31% premarket and Nvidia rose …