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PwC projects cumulative global AI infrastructure spending will reach $31 trillion by 2050, matching the size of the U.S. economy and underscoring sustained long-term capital investment in AI technolo…
Nvidia reported a 106% surge in Q2 revenue to $96.22B, beating estimates, and issued strong Q3 guidance. CEO Jensen Huang stated the company benefits from the rise of both open and closed AI models, …
Nvidia is expected to continue its historic streak of beating earnings estimates, with projections for another blowout quarter driven by the AI boom. The company needs to exceed 97.6% annual earnings…
Citi upgraded AMD to Buy, citing improved growth prospects in the data center sector and semiconductor market. Analysts are optimistic about AMD's expanding share in CPUs and graphics hardware, thoug…
Broadcom (AVGO) beat earnings and revenue expectations with a strong outlook, yet shares dropped due to sky-high investor demands. Morningstar identifies this sell-off as a prime buying opportunity, …
NVIDIA unveiled the RTX Spark, a powerful AI superchip for PCs, signaling its entry into the consumer silicon market. While aiming to dominate AI across all layers of computing, the firm is also bols…
Nvidia surged 6.3% following the announcement of a new AI-integrated PC chip, bolstering the tech sector. Despite geopolitical tensions and declines in defensive sectors like utilities, the S&P 500 r…
Tech ETF XLK rallies on strong gains from chipmakers and software stocks. NVIDIA and Meta outperform, while Alphabet sees modest gains. Semiconductor and software markets forecast robust growth in 20…