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TrefisAug 14, 11:22 EDT

SMCI's Margin Beat Was a Mirage: What It Means for NVIDIA Demand

SMCI's Q4 beat was driven by a one-off margin spike from delayed GPU shipments, not demand strength. September guidance shows margins reverting to ~10.5% as volume returns, with $60B+ in orders signa…

NVDA AMD

Insider MonkeyAug 11, 09:55 EDT

Apple Sinks on Weak Guidance While Nvidia Battles Its Own AI Risks

Apple beat Q3 estimates but guided soft on margins and revenue growth, citing memory costs and chip shortages, sending shares down 7-8%. Nvidia also slid amid financing risk concerns despite dominant…

AAPL NVDA AMD

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7-day sentiment overview

Average AI scores from −3 to +3. These are sentiment scores, not price returns or trade instructions.

Most positive

USDCHF2.0 · 1 stories
BRENT1.66 · 395 stories
WTI1.51 · 457 stories
XOM1.44 · 172 stories
NFLX1.06 · 17 stories

Most negative

NZDUSD-1.6 · 5 stories
EURUSD-0.96 · 69 stories
US100-0.89 · 379 stories
XAGUSD-0.86 · 50 stories
US500-0.81 · 575 stories