22V Research argues bond market panic over climbing Treasury yields is overblown noise for AI leaders. With credit spreads tight and volatility subdued, analysts note interest rates represent a negli…
Semiconductor and memory stocks surged as the AI trade regained momentum following OpenAI's latest model release. Micron jumped over 6% alongside strong gains in peer SK Hynix, signaling renewed inve…
Nvidia edged higher in premarket trading ahead of its quarterly earnings release, with revenue expected to double to $92 billion. Wall Street maintains bullish price targets despite options pricing i…
Nvidia reinforces its dominant AI position following a strategic partnership deal with OpenAI. The stock holds steady within a consolidation base and clears an early entry point amid key earnings rep…
NVIDIA shares surged by 2.95% during the latest trading session, reflecting strong investor confidence and sustained buying pressure in the semiconductor sector.
Broadcom leads semiconductor gains with strong momentum amid rising chip demand, while Microsoft and major ad-dependent tech stocks like Alphabet and Meta face headwinds from competitive and regulato…
Wolfe Research maintained an Outperform rating and $450 price target on AMD, highlighting the upcoming MI500 and MI-600 AI accelerator roadmaps. The stock surged over 7% following the bullish note.
Broadcom reported stellar Q2 2026 results, with revenue jumping 48% to $22.19B and EPS surging 85%. Growth was fueled by robust demand for AI networking solutions and VMware infrastructure software, …
Nvidia (NVDA) showed modest growth with a 1.07% increase in market value, reflecting steady interest in the semiconductor and AI hardware sector despite mixed broader market movements.
Marvell Technology is set to join the S&P 500 index on June 22, replacing PoolCorp. The inclusion triggers mandatory buying by passive index funds. The stock has seen massive momentum following endor…
NVIDIA is preparing for the Q3 launch of its Vera Rubin and Vera CPU platforms, focusing on agentic AI and PC markets. The company maintains balanced revenue streams across hyperscalers and AI clouds…
Broadcom reported a 48% revenue surge to $22.2 billion, fueled by massive demand for AI semiconductors and software. The company issued strong Q3 revenue guidance of $29.4 billion, signaling sustaine…
NVIDIA has entered full production of its Vera Rubin platform, a next-generation AI factory engine. Delivering 10x the agent throughput of previous platforms and supported by a massive global supply …
U.S. stocks rallied Friday as the S&P 500 achieved its 8th consecutive weekly gain. Strong earnings, solid economic data, and Middle East peace progress drove gains, though geopolitical risks and inf…