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Tech stocks dipped as AI industry warnings over existential risks sparked debate about slowing frontier model development. While Anthropic and OpenAI leaders urged caution, Nvidia CEO Jensen Huang di…
Zacks highlights strong corporate profit momentum heading into Q3 earnings season, projecting S&P 500 earnings to rise 23% year-over-year. Alphabet and Nvidia remain massive drivers of tech-sector ou…
Despite historical September market weakness, the AI megatrend remains strong, driven by soaring infrastructure spending. Analysts recommend AI-focused ETFs and leading semiconductor names like NVIDI…
Micron shares rose 1% as tech stocks gained; Citi maintained Buy but trimmed price target, citing slowing memory pricing and Chinese competition. Analyst Adam Parker sees Micron and NVIDIA potentiall…
TSMC boosts U.S. investment to $265B, reducing geopolitical risk and signaling strong AI chip demand through 2029-2030, benefiting chip designers like Nvidia and Broadcom.
Chip sector rally: AMAT +6.40%, CDNS +4.45%, INTC +25.70%, MU +5.73% — several semiconductor names jumped, with no direct news on NVIDIA.
European semiconductor and equipment stocks surged: IFX +4.30%, STMPA +5.36%, ASM +7.72%, ASML +7.37%.
Zacks profiles IonQ as a potential quantum rival to NVIDIA, citing acquisitions, QaaS cloud partnerships and revenue growth but noting massive losses, high valuation and nascent technology risks that…
China's Cambricon soars amid an AI frenzy, prompting an index reweight that may force about $1.1B in passive selling; analysts say the move is unlikely to derail the broader China AI rally and Nvidia…
S&P 500 rises 0.21% while Broadcom (AVGO) jumps 4.60%, boosting semiconductor sector sentiment.
Broadcom's blockbuster quarter—63% AI revenue growth and a $10B+ XPU order backlog—confirms robust AI infrastructure demand, supporting Nvidia's GPU-led market position despite valuation and competit…
Markets rose despite weak ADP jobs as productivity improved. Broadcom beat Q2 estimates driven by AI sales and cash flow, while lululemon beat EPS but cut guidance. Traders await Friday’s BLS jobs re…
Nvidia steadied after post-earnings volatility as management left its outlook intact. Strong AI/data-center demand and multi-quarter cloud orders underpin the long-term case, while China sales and ex…
CBRL -0.40%, HRL +0.87%, KDP -0.68% and KSS -2.02% show small, mixed intraday moves across restaurant, food and retail names.
Chip peers moved modestly: AMD down 2.62%, Intel down 1.01%, IBM down 1.10%, Broadcom up 0.08%, reflecting mixed short-term sentiment across semiconductors.