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Massive AI capex buildouts are fracturing the Magnificent Seven. Hyperscalers Microsoft, Amazon, Alphabet, and Meta face severe free cash flow headwinds and trail the S&P 500, while hardware supplier…
Micron rebounded 16.5% in August, driven by Nvidia's strong quarterly results and raised guidance. As a supplier of high-performance memory for Nvidia's AI processors, Micron benefits from booming AI…
NVIDIA posted record $86 billion revenue (+106% YoY) and guided next-quarter revenue to approximately $108 billion. The company announced a $12.9 billion Hugging Face acquisition, massive GPU supply …
AMD and NVIDIA posted strong quarters driven by surging AI accelerator demand. While AMD shows rapid data center growth and customer wins, NVIDIA maintains massive revenue dominance, higher gross mar…
Nvidia outperformed rival Broadcom following earnings, driven by strong near-term guidance, a more attractive valuation multiple, and strategic diversification into AI startups and open-source models…
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…
Nvidia posted stellar quarterly results with revenue soaring 106% to $96 billion, driven by surging data center demand. Management projects strong long-term growth supported by its next-generation Ve…
Wall Street faces historical September headwinds and Fed rate hike risks near record highs. However, exceptionally strong corporate earnings, broad-based profit expansion, and massive AI-driven momen…
Dell and Nvidia dismantled bearish AI-peak concerns with blowout quarterly results and unprecedented long-term forecasts. Nvidia topped Q2 estimates and projected fiscal 2028 revenue growth of 70%, s…
Nvidia delivered another blockbuster quarter with revenue surging 106% year-over-year to $96.2 billion. Strong demand across diverse sectors, an attractive PEG ratio of 0.6, and the upcoming Vera Rub…
Despite historical September market weakness, Nvidia and Amazon present strong buying opportunities driven by accelerating AI demand. Nvidia expects robust forward revenue growth, while Amazon benefi…
Nvidia delivered massive quarterly revenue of $96.2 billion, powered by 117% data center growth and strong platform adoption. Despite warning of margin compression due to rising memory costs, expandi…
US futures slide and bond yields jump amid escalating Middle East tensions and rising oil prices. Despite broad market pressure ahead of crucial labor data, NVIDIA holds pre-market gains supported by…
U.S. futures fell as Middle East military strikes drove crude oil higher and pushed Treasury yields up. Despite recent support from strong NVIDIA earnings, markets face macro headwinds ahead of key l…
Donald Trump personally called CEO Jensen Huang and publicly praised Nvidia's blockbuster revenue growth on Truth Social. The interaction highlights Nvidia's strengthening political ties in Washingto…
Nvidia's earnings report revealed that while demand for AI chips remains incredibly strong, with potential revenue growth near 70%, the company's margins are being compressed as it pays more to secur…
Nvidia posted phenomenal Q2 results with 106% revenue growth, driven by unrelenting AI demand. Broadcom is anticipated to report strong earnings on Sept 2nd due to its AI chip and networking opportun…
Nvidia shares soared 8.7% to near all-time highs following impressive Q2 results and exceptionally strong long-term revenue guidance, projecting up to 70% growth for fiscal 2028.
Geopolitical tensions rise as U.S.-Iran strikes boost oil prices, yet markets track for a strong monthly close. Nvidia (NVDA) maintains momentum after stellar earnings, while Apple (AAPL) faces a maj…
Nvidia reported strong results and forecast ~70% revenue growth, reviving AI interest. The dollar rose after Fed's Warsh hinted at a hawkish policy path, pressuring gold and silver ahead of key U.S. …