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Broadcom beat Q3 earnings with AI semiconductor revenue soaring 221% year-over-year to $16.7 billion, projecting further acceleration in Q4. Despite solid growth, record free cash flow, and a forward…
AMD shares pulled back 2.5% despite CFO projections of a $2 trillion AI addressable market by 2030. Strong Q2 performance saw revenue surge 50% to $11.54 billion with doubling data-center sales, thou…
Broadcom shares fell 23% from highs despite massive custom AI accelerator momentum. Management projects AI revenue surging to $115 billion in fiscal 2027 and $230 billion in 2028, supported by long-t…
American Century Investments highlighted Advanced Micro Devices (AMD) in its quarterly letter, noting strong guidance and accelerating AI and data center chip demand. Hedge fund ownership of AMD incr…
Broadcom raised its AI semiconductor revenue outlook to $115 billion for fiscal 2027 and projected $230 billion by fiscal 2028. Driven by custom silicon demand from Alphabet and Meta, Q3 AI sales sur…
AMD shares gained over 3% following robust Q2 results with revenue surging 50% to $11.54 billion and data-center sales doubling. CFO Jean Hu projected a $2 trillion to $3 trillion addressable market …
Broadcom shares rose nearly 3% following projections that AI chip revenue will more than double by fiscal 2027. Second-quarter revenue surged 48% to $22.2 billion, with net income jumping 88%, as cus…
NVIDIA trades at an attractive 23x forward earnings despite 117% Data Center growth. Analysts project massive earnings expansion driven by hyperscaler capex and next-gen Rubin chips, supporting long-…
Impax Asset Management highlighted AMD as a key contributor in its Q2 2026 letter, citing rapid adoption of AI-optimized GPUs, major cloud partnerships, and ongoing market share gains in AI accelerat…
Nvidia issued unprecedented guidance forecasting 70% revenue growth for fiscal 2028, far outpacing Wall Street expectations. The outlook follows a blowout Q2 with revenue surging 106% year over year …
Nvidia posts explosive AI-driven revenue and massive free cash flow, supported by demand for next-generation systems like Vera Rubin. However, long-term risks loom, including infrastructure bottlenec…
Memory stocks rebounded as AI server demand and easing yields lifted sentiment, despite pressure from Broadcom's softer-than-expected fourth-quarter revenue outlook. Although Broadcom's AI semiconduc…
Nvidia's $5 billion investment in Intel surged to nearly $30 billion by mid-2026, generating a $25 billion unrealized gain. While joint development of custom x86 CPUs and AI chips progresses, the par…
Broadcom shares fell 4% despite massive AI guidance reaching $230B by FY2028, as concerns surged over heavy revenue concentration in private startup Anthropic. Conversely, Nvidia gained 2% thanks to …
New Street Research analyst Pierre Ferragu predicts Nvidia could surge nearly 78% to reach $400 per share within 18 months. He highlighted strong AI demand, massive cash generation, and an attractive…
Broadcom beat Q3 expectations with revenue surging 86% to $29.59 billion and strong cash flow. Despite projecting massive AI revenue of $230 billion by fiscal 2028, shares dipped due to slightly soft…
AI data center spending is projected to exceed $1 trillion next year, benefiting Nvidia and AMD. Nvidia maintains an 86% GPU market share with stronger valuation metrics than AMD, making it the prefe…
U.S. stock futures held steady as AI optimism balanced geopolitical and yield concerns. Broadcom fell 2% premarket following weaker-than-expected Q4 revenue guidance, while Tesla gained ahead of its …
Broadcom announced production shipments of its next-generation TPUs for Google and custom Jalapeño chips for OpenAI. CEO Hock Tan claimed the silicon rivals and outperforms Nvidia's upcoming Vera Rub…
Nvidia continues to see massive AI infrastructure demand driving explosive revenue and earnings growth. With stellar data center momentum, expanding product lines like Vera Rubin, and a compelling fo…