Strong Positive
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Slight Negative
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Strong Negative
| Time | Symbol | Title | Source | Signal |
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NVDA
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NVIDIA (NVDA) Pressured as Broadcom Soars on Custom AI Earnings Catalyst | Zacks | Login to see the signal | |
Zacks Investment Ideas feature highlights: Broadcom, Marvell and NVIDIASummaryZacks spotlights Broadcom's surge in AI networking and custom XPUs that challenge GPU incumbents; Broadcom's Tomahawk/Jericho switches and VMware integration drive growth, though valuation risks and Marvell's weakness temper the outlook. |
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NVDA
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Cisco (CSCO) Soars on NVIDIA (NVDA) Collaboration as Security Revenues Rise | Zacks | Login to see the signal | |
Cisco's Security Portfolio Gains Traction: A Sign of More Upside?SummaryCisco’s security revenues rose 9% in Q4 FY25 with 750 new customers and mid-single-digit order growth. Cisco is integrating NVIDIA’s Spectrum‑X into Nexus switches and advancing Secure AI Factory solutions. Competition from Broadcom and Okta intensifies; Cisco guides Q1 FY26 revenue $14.65–14.85B. |
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NVDA
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Nvidia (NVDA) Dips on Tepid Sales Forecast Despite CEO's $3T–$4T AI Spend Call | Reuters | Login to see the signal | |
Nvidia CEO says AI boom far from over after tepid sales forecastSummaryNvidia CEO Jensen Huang forecasts $3T–$4T in AI infrastructure spending by decade-end; strong demand from hyperscalers persists despite a tepid Q3 sales outlook that trimmed shares amid China revenue exclusions and market fatigue. |
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