Market context
Follow the story. See which markets it affects. Explore the context.
Asian and US equity futures face pressure following a tech-led Wall Street selloff. Nvidia dropped for a seventh consecutive session ahead of earnings, weighing down the Nasdaq 100. Meanwhile, oil he…
Nvidia dropped nearly 3% as chipmakers led a broader Wall Street selloff ahead of its high-stakes earnings report. Market caution increased following reports of AI-related price hikes above 15% and g…
Analyst Dan Ives highlights that Nvidia's reported 15% price hike on AI server systems reflects severe supply constraints and immense demand rather than weakening orders. Hyperscalers like Microsoft …
Marvell Technology surges following a $2 billion Nvidia partnership and strong custom ASIC demand. Wall Street anticipates 35% revenue growth ahead of Q2 earnings, highlighting continued secular tail…
Broadcom posted robust fiscal Q2 results with AI semiconductor revenue jumping 143% to $10.8 billion and forward bookings topping $30 billion. Trading at an attractive 20x forward P/E, Broadcom solid…
Broadcom slipped premarket amid broad tech weakness and technical pressure, trading below its 20-day, 50-day, and 200-day moving averages with negative MACD momentum. Despite long-term fundamentals a…
NVIDIA Corp. is tentatively scheduled to report second-quarter earnings on Wednesday after market close, with a FactSet consensus mean EPS estimate of $2.09, headlining a busy week of corporate earni…
GF Securities raised Nvidia's price target to $345 with a Buy rating, citing surging cloud provider demand for its upcoming Vera Rubin AI platform. Sustained high gross margins, CUDA software lock-in…
Madison Large Cap Fund highlighted Texas Instruments in its Q2 letter, citing robust datacenter demand and solid end-market conditions. The fund underperformed the S&P 500 due to extreme market narro…
Nvidia sees massive demand tailwinds as China eases restrictions on H200 AI chip purchases for tech giants. The company continues heavy investments in AI infrastructure, expands European compute part…
Cerebras reported volatile Q2 earnings marked by strong core revenue growth and raised guidance, alongside a key partnership powering OpenAI's ultrafast inference tier. The development highlights ris…
Analog Devices beat Q3 revenue and earnings expectations, posting a 40% revenue surge driven by data center and industrial chip demand. The company issued record Q4 guidance and announced a $1.5 bill…
AMD posted robust Q2 results driven by a 107% surge in data-center revenue to $6.7 billion. The chipmaker priced a record $4.75 billion bond to fund AI infrastructure expansion and is reportedly coll…
Nvidia remains undervalued relative to its massive growth, sporting a low PEG ratio of 0.62. Accelerating revenue growth, dominance in data center GPUs, and surging AI infrastructure spending from Sp…
NVIDIA delivered strong quarterly results with data center revenue jumping 92% YoY on robust AI chip demand. However, analysts note that Micron offers a more attractive valuation multiple than NVIDIA…
Bank of America reiterated a Buy rating on Nvidia with a $350 price target, arguing market concerns over its $300 billion AI ecosystem financing commitments are overblown given its projected $470 bil…
Bank of America reiterated a Buy rating and a $350 price target on Nvidia, citing strong free cash flow generation and favorable valuation ahead of Q2 earnings. Nvidia trades at an estimated 34% to 5…
AMD displays strong bullish technicals, including a bull flag and inverted head-and-shoulders pattern targeting $584–$600. Strong data center revenue growth and raised forward guidance support upside…
NVIDIA posted strong quarterly growth with revenues up 85% year-over-year to $81.62 billion, fueled by data center and Blackwell platform demand. While its AI ecosystem and moat remain dominant, anal…
Broadcom's AI semiconductor revenue surged 143% YoY to $10.8B, with Q3 revenue guided to $16B. Despite an 8% weekly drop, 92% of analysts rate AVGO a Buy, seeing 34% to 72% upside driven by custom AS…