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Broadcom faces investor scrutiny over AI revenue durability and custom-chip competition ahead of its Q3 earnings. However, J.P. Morgan and Jefferies analysts emphasize that fears of losing Google's c…
Broadcom (AVGO) stock surged 3.9% following Nvidia's blowout earnings and upbeat forecast, which eased market fears of a slowdown in AI infrastructure spending. This positive sector catalyst outweigh…
Nvidia is set to report fiscal Q2 earnings, with Wall Street expecting 97% revenue growth to $92.18 billion. Beyond headline beats, trader focus centers on next-gen Vera Rubin systems and massive $50…
Nvidia approaches its upcoming earnings report with analysts projecting massive revenue growth and sustained commanding market dominance. Strong pricing power is further demonstrated by server prices…
Stifel reiterated a Buy rating and $282 price target on Nvidia ahead of fiscal Q2 earnings, anticipating a beat-and-raise quarter. Robust AI infrastructure demand across cloud providers and supply ch…
SanDisk, Micron, and Dell are leading the S&P 500 in 2026 due to the AI hardware boom, reporting massive stock gains and revenue growth. While demand for memory chips and servers is high, investors a…
Broadcom reported strong Q2 fiscal 2026 growth driven by record AI semiconductor sales, but gross margins fell to 77.1% due to product mix. The company expects robust Q3 revenues of $29.4 billion, th…
Bernstein raised price targets for AMD, ARM, and Intel, citing strong AI opportunities and robust server CPU demand. AMD's target increased to $600, reflecting continued strength in the server market.
US stock market displays divergence as semiconductor and major technology sectors surge, led by significant gains in AMD and Broadcom, while the energy sector stumbles due to fluctuating oil prices.
AMD acquired Mext, a startup specializing in AI-powered predictive memory technology that makes flash storage perform like DRAM. This acquisition aims to eliminate memory bottlenecks and reduce compu…
AMD acquired MEXT, an AI-driven memory optimization startup, to integrate predictive memory technology into its data center platforms. The acquisition aims to solve data center memory bottlenecks and…
Nvidia shares climbed following reports of a planned $20 billion bond offering to boost financial flexibility. The news, combined with easing geopolitical tensions, sparked a broader rally across sem…
Wall Street posted gains amid easing inflation and rate cut hopes. Zacks Investment Research highlighted top-performing stock recommendations, showcasing Advanced Micro Devices (AMD) surging 158.7% o…
Citi upgraded AMD to Buy, raising its price target to $575. The bank argues that investors underestimate AMD’s AI GPU growth potential, highlighted by a major partnership with Meta Platforms, alongsi…
Citigroup upgraded AMD to Buy and raised its price target to $575, citing significant GPU market expansion, major Meta Instinct GPU deals, and projected market share gains driving higher long-term ea…
Marvell Technology shares jumped 6.1% in premarket trading following the announcement that the semiconductor company will be added to the benchmark S&P 500 Index on June 22.
Tech giants including Alphabet (GOOGL) are pressured by sector-wide weakness amid positive market sentiment driven by semiconductor strength and expectations of a US government shutdown resolution.
The US market trades mixed as tech stocks including Alphabet (GOOGL) decline amid shutdown end hopes and strong semiconductor gains, with expectations of a Fed rate cut influencing sentiment.