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Nvidia shares jumped 3.2% following blowout earnings from Dell, which demonstrated that AI hardware demand is expanding strongly into the enterprise market beyond major hyperscalers. Analysts noted t…
Despite historical September market volatility, the AI megatrend continues to expand rapidly. Global AI infrastructure spending is projected to drive substantial long-term demand, positioning semicon…
Nvidia is investing $3.5 billion in chip designer MediaTek via convertible bonds to deepen collaboration on next-generation AI platforms. MediaTek will access Nvidia's NVLink Fusion ecosystem, enabli…
Broadcom rose nearly 2% premarket, buoyed by Nvidia's strong AI results and positive broader market sentiment. Investors are positioning ahead of Broadcom's earnings report on Sept. 2, despite the st…
Nvidia reported a blowout quarter and issued exceptionally strong revenue guidance for fiscal 2028, projecting 70% growth. This bullish outlook lifted European chip stocks and Nasdaq futures.
Nvidia, AMD, and Micron are consolidating in symmetrical triangles ahead of Nvidia's Q2 earnings report. AMD surged nearly 5% following an analyst upgrade, while Nvidia held above key $210 support am…
Schwab strategist Liz Ann Sonders projected that Nvidia and Micron will drive nearly a third of S&P 500 earnings growth in 2026, with Nvidia alone contributing 18%. The outlook emphasizes strong conc…
Major U.S. indices traded higher as Bitcoin surged past $80,000 amid dollar debasement worries. Nvidia snapped a weeklong losing streak, rising over 1.6% ahead of its upcoming earnings report, while …
Wall Street indices traded higher despite pulling back from session highs, driven by falling oil prices and declining Treasury yields. Semiconductor and hardware sectors showed strong gains, with AMD…
Major US indices surged on Tuesday, driven by falling Treasury yields and lower oil prices. The tech-heavy Nasdaq led gains as semiconductor stocks, including Nvidia, staged a strong rebound.
Cantor Fitzgerald reiterated a bullish stance on Nvidia, urging investors to aggressively buy ahead of earnings with a $350 price target. The firm highlighted Nvidia's attractive valuation, ecosystem…
Nvidia is positioned for another 'beat and raise' quarter with Q2 revenue expected to double year-over-year. Analysts forecast robust guidance, compelling valuation, and revenue exceeding targets, al…
Lam Research beat EPS/guidance, stock surged ~20% but valuation is stretched. Broader semiconductor equipment outlook remains bullish with rising capex from TSMC and Intel, favoring advanced packagin…
Equity markets are rallying following the reopening of the Strait of Hormuz, which has lowered oil prices and eased inflation fears. A surge in chip stocks, driven by potential domestic semiconductor…
President Trump announced a strategic partnership between Apple and Intel to manufacture chips domestically. This development, aimed at bolstering U.S. supply chain resilience, triggered a broad rall…
Major stock indices and tech equities rallied sharply, driven by a massive surge in semiconductor stocks with Intel climbing over 10% and the S&P 500 gaining more than 1%.
Marvell Technology shares jumped 12.7% on plans to adopt TSMC's 1.4nm tech for AI chips, a key product shipment milestone, and upcoming S&P 500 inclusion. Wall Street analysts raised targets, pointin…
Major semiconductor and tech shares move higher, led by substantial gains in Intel and Micron, alongside positive trading in Nvidia and Apple.
US stock indices rebounded as chipmakers rallied, led by Intel's deal with Apple. Easing energy inflation risks from a US-Iran agreement and a reassessment of Federal Reserve interest rate hikes furt…
Nvidia shares slipped to $206.91, underperforming rivals as competition grows from custom chips and big tech. While long-term analyst forecasts remain optimistic, technical indicators suggest short-t…