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Nvidia highlighted surging AI infrastructure spending driven by generative computing and physical AI at a Goldman Sachs conference. The company emphasized its supply chain resilience and partnerships…
NVIDIA reiterated accelerating AI infrastructure spending driven by generative computing at a Goldman Sachs tech conference. Management emphasized expanding market opportunities via full-stack platfo…
Bloom Energy's S&P 500 inclusion highlights surging power demands for AI data centers. Citing Broadcom's multiyear customer contracts and robust guidance through fiscal 2028, the report reinforces th…
Analyst commentary favors Broadcom over AMD, citing Broadcom's custom AI chip partnerships with hyperscalers, faster growth, and expanding revenue guidance compared to AMD's stretched valuation.
Broadcom faces pressure from narrowing gross margins, supply constraints, and high customer concentration despite explosive AI revenue growth. With shares trading at a valuation premium over peers li…
Nvidia issued unprecedented long-term revenue guidance targeting approximately $700 billion for fiscal 2028, significantly outpacing analyst estimates of $570 billion. Unrelenting AI infrastructure d…
Jim Cramer advised caution on Marvell Technology despite strong earnings, citing extended timelines for major AI custom silicon wins with Google until 2029. While hedge funds show growing institution…
Micron Technology faces concerns over competition, high capital expenditures, and memory chip commoditization despite soaring AI-driven revenue. In contrast, Nvidia's proprietary CUDA software and st…
Andvari Associates raised serious concerns over NVIDIA, warning of circular financing, off-balance-sheet SPVs, and debt-fueled chip purchases. The firm drew parallels between current AI infrastructur…
Nvidia (NVDA) shares soared 7% premarket after issuing a blockbuster $108 billion Q3 revenue forecast, reigniting the AI trade. This positive sentiment boosted related memory, software, and cybersecu…
Bank of America raised its 2030 server CPU market forecast to $210B+, naming AMD its top CPU pick as agentic AI could push CPU-to-GPU ratios toward 1:1, boosting CPU demand.
SanDisk forecasts mid-teens declines in PC and smartphone shipments for 2026, but rising storage capacity and a 2027 rebound could support NAND demand. Q4 earnings beat estimates.
Nvidia's Q1 FY2027 revenue shows data centers account for 92%. CEO Jensen Huang remains bullish, predicting massive industry growth despite investor concerns of a spending slowdown. While long-term g…
Wedbush highlights ASML's raised 2027 guidance as bullish for memory chipmakers like SK Hynix, driven by AI-related DRAM and NAND demand. SK Hynix reported record Q1 2026 results, though SKHY stock i…
Nvidia's RTX 5090D V2 gaming chip was banned by China during Trump-Xi Summit, joining restricted H200/H20 AI chips. CEO Huang attended summit; potential $14B revenue opportunity if China reopens mark…
U.S. stocks retreated after tech rally, with Treasury yields rising on Iran tensions and oil price concerns. Nvidia earnings due Wednesday amid broader market caution and geopolitical uncertainty.
Nvidia surges 4.4% on Thursday, extending a 7-day winning streak with 20% gains. Optimism centers on upcoming earnings, potential China chip deals, and Trump trust purchases, with UBS raising price t…
Broadcom projects AI chip sales to exceed $100 billion by 2027, challenging Nvidia's market dominance amid strong industry AI infrastructure spending and an announced $10 billion share buyback progra…
Tigress Financial raised Nvidia's price target from $280 to $350, signaling increased confidence in the stock's potential.
Nvidia is set to report strong Q3 results with an expected 56% revenue increase. Analysts remain optimistic about long-term AI-driven growth, anticipating continued robust demand despite recent stock…