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Chipmakers gained as Nvidia CEO Jensen Huang reiterated expectations for $3 trillion to $4 trillion in AI infrastructure spending by 2030. Sector optimism was further bolstered by strong cloud enterp…
U.S. indices rebounded on Friday following in-line August CPI data, though benchmarks ended lower for the week ahead of the Fed's rate decision. Microsoft announced plans to more than triple data-cen…
Nvidia rebounded slightly after trailing rivals AMD and Qualcomm following Amazon's chip deal with Qualcomm. Despite competitive pressures, Nvidia maintains overwhelming financial dominance with data…
Skyworks CEO Phil Brace confirmed the $22 billion Qorvo merger is in its final stages, with only two regulatory approvals remaining. Shares of both chipmakers jumped amid broader semiconductor streng…
AMD shares rose nearly 2% amid a tech rally following executive comments at the Goldman Sachs conference projecting a $2 trillion AI market by 2030. Wall Street analysts reiterated bullish stances, s…
Nvidia and Broadcom are poised for major rebounds heading into 2027, driven by massive AI hyperscaler capital spending and compressed valuations. Nvidia projects 70% revenue growth backed by its Rubi…
Piper Sandler reiterated an Overweight rating on Nvidia with a $300 price target, representing 34% upside. Analysts highlighted Nvidia's 80% market share, surging GPU prices driven by agentic AI dema…
Oracle validated Nvidia's hardware longevity thesis, reporting that four-year-old GPUs renewed at a 20% premium with 97.9% utilization. Delivering over 300,000 GPUs and closing $30 billion in AI cont…
Broadcom earned a Buy rating and a $426 price target from 24/7 Wall St., driven by custom AI chip revenue surging 221% year-over-year. Long-term multi-year contracts with Google, Meta, and OpenAI bol…
A Zacks comparative analysis highlights NVIDIA as a superior AI investment over AMD, citing NVDA's dominant data center market share, 75% gross margins, 63.7% net margin, and attractive forward valua…
Piper Sandler initiated coverage on major chipmakers, naming Nvidia and Broadcom top picks with Overweight ratings. The firm highlighted surging AI compute demand, projecting a $2.2 trillion compute …
Nvidia is outpacing the S&P 500 driven by the ongoing AI supercycle, massive margin expansion, and triple-digit revenue growth. With an attractive forward valuation, low PEG ratio, and upcoming catal…
AMD shares rose after CFO Jean Hu projected data center revenue will double to $70 billion by 2027, driven by a $3 trillion AI market by 2030. Wall Street raised price targets following the announcem…
Nebius Group revealed customers paid 15% to 20% premiums above previous highs in an auction to secure guaranteed Nvidia Blackwell compute capacity, underscoring persistent AI supply shortages and unp…
Impax US Sustainable Economy Fund reported strong Q2 2026 outperformance against the Russell 1000, fueled by the tech rotation into AI. The fund highlighted Micron Technology as a key driver, benefit…
OpenAI's GPT-6 Astra launch spurred a major rally across semiconductor names, with Nvidia CEO Jensen Huang hailing it as an AGI milestone. While Asian chipmakers like SK hynix surged in catch-up trad…
US stocks slid as surging crude oil prices and Middle East conflict stoked inflation worries and rate hike expectations. Drone attacks on Saudi oil facilities lifted WTI crude to three-month highs, p…
Broadcom delivered strong quarterly earnings and issued massive AI revenue guidance of $230 billion for fiscal 2028. Following the report, Cantor Fitzgerald boosted its price target to $600, implying…
Micron rebounded 16.5% in August, driven by Nvidia's strong quarterly results and raised guidance. As a supplier of high-performance memory for Nvidia's AI processors, Micron benefits from booming AI…
AMD forecasts doubling data center revenue next year amid accelerating AI inferencing demand and strong customer partnerships. Gross margin expansion is expected from a diverse product mix, bolsterin…