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TSMC projects robust quarterly EPS growth of 52.4% and revenue expansion of 37.6%, driven by soaring semiconductor demand. Holding a Zacks #1 Strong Buy rank and positive estimate revisions, TSMC's s…
Hyperscalers like Microsoft, Alphabet, and Amazon are aggressively accelerating AI infrastructure capex, driven by strong inference economics and multi-gigawatt compute demands. With TSMC projecting …
TSMC's Q2 2026 earnings beat expectations with 34% revenue growth and raised full-year guidance to 40%+ growth, driven by surging AI infrastructure demand, signaling strong tailwinds for AI chip desi…
The tech sector experienced divergence as semiconductor stocks like AMD surged on robust demand, while software giants like Microsoft faced headwinds. Tesla displayed resilience, and financials remai…
The S&P 500 reached a record high, driven by strong Q1 earnings and persistent investor enthusiasm for artificial intelligence. Despite geopolitical risks, major brokerage forecasts remain bullish, h…
Broadcom’s stock decline following strong earnings is a market miscalculation. Despite gross margin compression, the company shows record AI revenue and operating leverage. Strategic shifts toward hi…
Broadcom announced massive AI semiconductor growth, projecting $56 billion in 2026 revenue and over $100 billion by 2027. New partnerships with Anthropic and Meta underscore dominant demand for its n…
Broadcom shares rose significantly following Alphabet's $80 billion infrastructure investment plan, which benefits custom chip design, and Nvidia CEO Jensen Huang's bullish long-term outlook for the …
Nvidia is set to highlight new AI product innovations and massive capital investments in Taiwan at the Computex trade show. This development reinforces the ongoing global AI-driven rally, as demand f…
Asian markets rose on sustained AI demand, despite geopolitical tensions lifting oil prices. Nvidia's CEO Jensen Huang is set to deliver a keynote at Computex in Taiwan, highlighting the company's ce…
AI-related semiconductor stocks rallied sharply Friday on diplomatic hopes and AI demand optimism. Nvidia positioned itself as full-stack AI infrastructure leader with $200B CPU opportunity, while me…
Jensen Huang projects AI will expand global GDP from $100T to $500T, but economists warn the transition risks inflationary distortion before abundance materializes, depending on policy execution.
Nvidia delivered strong Q1 CY2026 earnings with $81.62B revenue (+85.2% YoY), beating estimates by 3.5%. Q2 guidance of $91B exceeded analyst expectations, signaling robust AI infrastructure demand.
Pharmaceutical industry accelerates AI adoption through major partnerships with tech leaders NVIDIA and Microsoft, with deals spanning drug discovery, automation, and clinical optimization expected t…
Trump-Xi summit signals easing U.S.-China tensions with agreements on trade cooperation, AI chip exports, and Boeing aircraft purchases, boosting semiconductor and tech sector optimism.
Google and Meta reported strong Q1 earnings with robust AI infrastructure demand and increased capital expenditure forecasts for 2027, positioning Broadcom as a key beneficiary of accelerating custom…
GF Securities projects a server CPU supercycle driven by AI infrastructure growth, forecasting the market expanding from $26B (2025) to $135B (2030). AMD expected to grow server CPU business 73% in 2…
Comcast announces plans to accelerate next-generation AI applications using NVIDIA's infrastructure at the network edge, highlighting strong demand for AI technology and NVIDIA hardware adoption.
NVIDIA (NVDA) benefits from accelerated AI spending fueling demand for semiconductors and data centers, supporting strong earnings growth in 2027 amid sector rotations favoring AI infrastructure and …
Nvidia's new BlueField-4 storage platform at CES 2026 accelerates AI workloads and intensifies global memory chip demand, driving strong semiconductor market growth and supply stresses.