Market context
Follow the story. See which markets it affects. Explore the context.
Oracle and Supermicro FY2026 results highlight AI infrastructure momentum—Oracle's $638B backlog and 93% cloud growth, Supermicro's margin doubling—though both burned significant cash, raising sustai…
Broadcom shares experienced intraday volatility but recovered as Citigroup raised its price target to $500, citing sustained AI infrastructure demand and custom chip opportunities. The company benefi…
Marvell shares surged 8.2% to record highs after BofA and Goldman Sachs raised price targets, citing strong demand for AI chips and partnerships with Amazon and Microsoft.
Nvidia launched the Vera CPU, a powerful AI-specific processor that is faster and more efficient, collaborating with Meta and others, signaling strong growth potential in AI infrastructure.
Broadcom (AVGO) readies Q3 results as AI networking and custom XPU growth fuel revenue, challenging peers after Marvell's weak guide; valuation risks remain despite strong hyperscaler demand and VMwa…