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Qualcomm received a Buy rating driven by automotive strength and an Amazon AI infrastructure deal. Broadcom's AI chip revenue surged 221% to $16.7 billion, serving as a benchmark for custom silicon s…
Barometer Capital Management highlighted NVIDIA (NVDA) as a top contributor in its Q2 2026 investor letter. The firm increased its stake, citing NVDA's dominant AI compute platform and continued heav…
Nvidia and hyperscalers' debt issuance, including SPVs, reached nearly 70% of U.S. Treasury duration issuance in 2026. The massive AI infrastructure buildout is increasingly funded via balance sheets…
Surging AI capital expenditures are driving record corporate bond issuance, pushing borrowing costs higher for tech giants like Alphabet. As hyperscalers tap bond markets alongside massive Treasury i…
Broadcom delivered blockbuster quarterly earnings, beating expectations with revenue up 86% and EPS up 96%. Management unveiled massive forward AI chip revenue guidance of $350 billion over fiscal 20…
Nvidia's blockbuster earnings guidance projects immense revenue growth, potentially overtaking Apple and Alphabet by fiscal 2028. Driven by expanded AWS partnerships and soaring AI infrastructure dem…
Broadcom posted stellar fiscal Q2 results with AI semiconductor revenue surging 143% year-over-year to $10.8 billion and bookings exceeding $30 billion. With long-term AI revenue projected over $100 …
Markets brace for Nvidia's high-stakes earnings report amid surging hyperscaler AI capital expenditure, projected to top $1 trillion next year. While bond yield volatility and bubble fears heighten t…
Nvidia prepares to report Q2 earnings, with heightened attention on revenue concentration risks. A handful of hyperscalers drive a massive share of its data center revenue while actively developing i…
Analyst Dan Ives highlights that Nvidia's reported 15% price hike on AI server systems reflects severe supply constraints and immense demand rather than weakening orders. Hyperscalers like Microsoft …
Broadcom shares rebounded as analysts project up to 25% upside driven by massive hyperscaler AI demand. Despite Google adding Marvell as a partner, Broadcom's deep customer ties, soaring AI semicondu…
Nvidia faces high stakes ahead of its earnings report amid market jitters and rising bond yields. Meanwhile, hyperscalers like Alphabet, Microsoft, and Meta are aggressively increasing capital expend…
Credo Technology reported surging Q4 revenue up 157% year-over-year due to strong AI hyperscaler connectivity demand. Broadcom offers a comparatively safer, lower-multiple valuation in the networking…
U.S. stock futures slipped amid geopolitical tensions and Treasury updates. Nvidia approaches next week's earnings with high expectations for another beat-and-raise quarter, as investors assess wheth…
Broadcom shares fell over 3% amid broad AI trade profit-taking and rising yields, despite stellar fundamentals. Fiscal Q2 revenue jumped 48% with AI semiconductor sales surging 143% to $10.8 billion.…
Nvidia and chipmakers rallied on multi-billion-dollar AI data center expansion, while Brent crude rose on Middle East supply disruption risks. However, major U.S. indexes lagged as Meta faced a major…
Cisco issued bullish FY2027 revenue guidance above estimates, citing strong AI networking demand, but shares fell on margin concerns despite beating Q4 estimates, signaling AI infrastructure spending…
Insiders Fund underperformed S&P 500 in Q2 2026, hurt by 30% Alphabet concentration amid heavy capex spending and premature AMD/Intel sales. Fund remains cautious on Alphabet's capital allocation des…
Insiders Fund's Q2 2026 letter reveals reduced conviction in Alphabet due to $80B stock offering funding capex-heavy data center expansion, shifting from cash-generative to capital-intensive model. F…
Rio Tinto's strong H1 earnings, driven by AI-fueled demand for copper, aluminum, and lithium, highlight surging hyperscaler AI infrastructure spending, projected to exceed $1 trillion by 2027, indire…