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Piper Sandler initiated coverage on Nvidia with a Buy rating and a $300 price target, citing its dominant 80% AI-compute market share, sustained multi-year GPU shortages, rapid product rollout cycles…
CoreWeave reported surging AI infrastructure demand, stating every GPU could be sold multiple times over. As CoreWeave's exclusive GPU supplier and key 11.5% stakeholder, Nvidia stands to benefit dir…
Cogent CEO says AI is boosting internet traffic and wavelength demand, but GPU, power and data-center shortages will delay monetization for ~2 years. Company still seeks return to top-line growth aft…
Nvidia reports Q2 after market; revenue expected up 53% but growth and gross margins are slowing. Management commentary on demand, China sales, and supply ramp will drive AI-related stocks' moves.