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US stocks rebounded to snap a four-day decline, driven by tech and Nvidia gains, even as core CPI topped expectations at 0.3% MoM to lift rate hike bets. Meanwhile, Brent crude dropped 3% to near $10…
US equities rebounded, breaking a four-day losing streak, led by tech and Nvidia despite hotter-than-expected core CPI data that elevated Fed rate hike expectations. Meanwhile, Treasury yields climbe…
At a Goldman Sachs conference, NVIDIA CEO Jensen Huang projected AI infrastructure spending could reach $4 trillion by 2030. Huang expressed confidence in 70% revenue growth, highlighted rising chip …
Nvidia CEO Jensen Huang projected a 70% revenue surge for fiscal 2027, citing persistent AI compute demand exceeding supply. Speaking at a Goldman Sachs conference, Huang highlighted cybersecurity as…
NVIDIA reiterated accelerating AI infrastructure spending driven by generative computing at a Goldman Sachs tech conference. Management emphasized expanding market opportunities via full-stack platfo…
Fabrinet's AI data center revenue surged 68% year-over-year, driven by robust demand from key customers including Nvidia. Despite accelerating growth and manufacturing capacity expansion, the stock h…
Memory chips now account for over 50% of semiconductor industry revenue, fueled by soaring AI data center demand for DRAM and NAND. While Nvidia remains the core anchor of the AI expansion, hyperscal…
Michael Dell reached third on Forbes' billionaire list as Dell Technologies stock hit record highs. The rally follows massive demand for AI servers, with Dell reporting a $95 billion AI backlog, rais…
Nvidia CEO Jensen Huang declared AGI has arrived with OpenAI's GPT-6 Astra, revealing it was trained on over 100,000 Grace Blackwell systems with 400,000 more GPUs deploying soon. Despite pushback fr…
SK Hynix is aggressively boosting high-bandwidth memory (HBM) manufacturing to meet exploding AI data center demand. Its solidified long-term partnership with NVIDIA guarantees a stable supply of nex…
Dell's massive $95B backlog and strong earnings highlight surging AI hardware demand. However, upstream component suppliers like Nvidia retain supreme pricing power and 75% gross margins, capturing t…
Nvidia CEO Jensen Huang told G20 leaders that AI is critical national infrastructure, projecting 100 gigawatts of AI capacity buildout by 2030 worth over $500 billion. He emphasized strong sovereign …
US indexes rebounded as Dell's massive AI server backlog fueled optimism for Nvidia. Alphabet gained after a judge ruled against breaking up its adtech business. In after-hours trading, Broadcom slid…
US stocks were mixed on Friday as tech shares trimmed gains, leaving the S&P 500 flat. Nvidia's positive AI demand outlook contrasted with Marvell's drop, while Fed Chair Warsh hinted at tighter fina…
Nvidia approaches its upcoming earnings report with analysts projecting massive revenue growth and sustained commanding market dominance. Strong pricing power is further demonstrated by server prices…
CoreWeave secured a multibillion-dollar agreement with trading giant Hudson River Trading for Nvidia's B200 and Vera Rubin AI systems. The deal highlights accelerating demand from Wall Street proprie…
Nebius Group reported blowout Q2 AI cloud revenue surging 454% YoY with $20B-$25B capex guidance, highlighting robust Nvidia-powered demand. However, Michael Burry doubled down on AI infrastructure s…
Monolithic Power Systems received strong analyst upgrades driven by soaring demand for AI power solutions supporting Nvidia's next-generation chips. MPWR raised full-year enterprise data growth guida…
SpaceX's first public earnings beat revenue expectations (+92% YoY) but stock fell 13% after unveiling $18.37B in capex, mostly for AI infrastructure, raising valuation concerns despite strong Starli…
Rapid corporate adoption of AI agents is boosting productivity and satisfaction, according to Accenture, with 82% of executives planning increased AI investment—potentially lifting S&P 500 valuations…