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Broadcom beat quarterly earnings with AI sales surging 221% year-over-year. Despite slight top-line guidance weakness for next quarter, management projected staggering long-term AI semiconductor reve…
Nvidia delivered outstanding Q2 results with revenue surging 106% year-over-year to $96.2 billion and raised guidance. Favorable valuation metrics, new Vera Rubin shipments, and soaring AI data cente…
Intel recently underperformed major indices but anticipates significant year-over-year earnings and revenue growth in its upcoming report. Despite a current Zacks Rank #3 (Hold) and a high valuation,…
Explosive AI-driven demand has led to skyrocketing global semiconductor sales, projected to reach $1.5 trillion in 2026. NVIDIA raised its fiscal 2028 revenue guidance significantly, expecting ~70% g…
JPMorgan raised its price target on Nvidia (NVDA) to $320 from $280, citing continued confidence in the company's growth prospects. NVDA shares are trading significantly higher following the announce…
NVIDIA (NVDA) stock rallied significantly following positive analyst ratings actions reported by Benzinga.
Nvidia's bullish earnings forecast and raised revenue outlook boosted AI-linked stocks globally, driving U.S. tech futures higher.
Asian markets fell as investors awaited Nvidia's earnings and U.S. inflation data. Nvidia plans to raise prices across its AI server ecosystem to offset surging memory costs, while tech stocks broadl…
Broadcom (AVGO) and Nvidia (NVDA) received positive analyst coverage from BMO Capital Markets, highlighting their strength in the burgeoning AI semiconductor market. Despite broader concerns about AI…
AMD stock rose on Thursday after Bank of America raised its long-term TAM outlook for the server CPU market. BofA cited the rise of AI agents, which is shifting the CPU-to-GPU ratio toward 1:1, as a …
NVIDIA, Micron, and SanDisk show explosive growth driven by the AI infrastructure boom. NVDA's forward P/E remains attractive despite massive revenue surges, while Micron trades cheaply after seven c…
Nvidia CEO Jensen Huang confirmed sufficient supply chain capacity to meet strong demand for both CPUs and GPUs. This announcement follows the unveiling of a new AI-processing chip, reinforcing the c…
Nvidia’s upcoming GTC conference will showcase its AI strategy across five layers with new chip and software innovations amid growing global demand, despite recent stock dips and mixed retail sentime…