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AMD surges over 6% following bullish updates on its AI data center and server CPU growth. Strong customer demand for upcoming Venice and Helios architectures, multi-gigawatt AI commitments, and ROCm …
SiTime (SITM) reported explosive Q2 growth (revenue up 127% YoY) driven by AI data center demand, optical modules, and hyperscaler synchronization needs, plus a transformative Renesas timing acquisit…
Cerebras Systems beat Q2 sales estimates with 103% revenue growth and issued strong full-year guidance, yet shares fell in after-hours trading, signaling investor caution despite strong AI chip deman…
US futures edge higher ahead of July CPI data (3.4% headline, 2.5% core) and mixed Treasury yields, signaling uncertainty on September rate cuts. Key earnings from Applied Materials, Tapestry, and Nu…
Bullish thesis on Marvell Technology highlights accelerating AI data center growth, expanded NVIDIA partnership, and raised long-term revenue targets, though profitability lags and hedge fund ownersh…
Markets face pivotal week with July CPI/PPI inflation data, retail sales, and earnings from AMAT, CrowdStrike, Cisco. Geopolitical tensions in Middle East threaten energy stability, complicating Fed …
SpaceX named NVIDIA its exclusive AI chip supplier for the Starmind program, sending NVDA higher. AMD fell 7% despite record revenue and doubled data center sales after losing the design win.
Intel's Q2 2026 loss was mostly non-cash CHIPS Act charges; revenue grew 25% YoY, margins expanded, and profitability is projected for 2027. Stock already reflects turnaround optimism, limiting near-…
NVIDIA’s Q4 earnings report due Wednesday is highly anticipated amid expectations of extraordinary revenue and earnings growth driven by AI demand, reinforcing its dominant market cap position and st…
Nvidia's upcoming earnings and updates on potential H200 chip sales to China highlight significant revenue upside amid ongoing U.S.-China export negotiations and strong AI chip market growth expectat…
Nvidia shares rose on a multibillion-dollar chip deal with Meta Platforms for AI hardware, boosting both stocks amid broader market gains and positive chip sector results.
Citi analyst Atif Malik favors Nvidia amid an upbeat semis earnings season, highlighting strong AI-driven demand for data-center chips as key growth drivers while cautioning on PC and smartphone expo…
Multiple Wall Street analysts reaffirm bullish ratings on Nvidia, highlighting strong AI growth prospects and positive CES discussions, driving confidence in the company's short- and medium-term outl…
Broadcom shares fall ahead of fiscal Q4 report despite strong AI-driven revenue growth expectations and beat history. Analysts highlight Alphabet's GOOGL contributions and outlook amid tech valuation…
Marvell Technology reported strong Q3 results with robust AI-driven data center demand, reflecting positive momentum in the semiconductor sector. Nvidia's continued massive growth places it as a top …
JPMorgan warns Nvidia's gross margins may decline due to rising input costs and memory prices, with margin dilution expected from the Rubin ramp, though the company aims to maintain mid-70% margins b…
Nvidia's upcoming earnings will strongly impact major ETFs due to its significant weighting and central role in AI, semiconductors, and tech sectors, influencing both direct ETF exposure and broader …
Micron reported record $37.38B revenues in fiscal 2025 driven by AI data center demand, with NVIDIA as a key customer. Fiscal 2026 revenue is expected to grow 42.5%, supported by advanced memory solu…
Nvidia shares drop sharply amid profit-taking and valuation concerns despite strong fundamentals, as broader AI sector stocks face heavy selloffs and investor skepticism escalates about AI-related ea…
NVIDIA is expected to report a strong 51.85% earnings increase for Q3 fiscal 2026, with positive earnings sentiment and a Zacks Rank #2. Upcoming results on Nov. 19 reflect robust growth potential, s…