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Nvidia has started delivering H200 AI chips to Chinese tech giants ByteDance and Tencent. Reopening mainland shipments unlocks potential upside from roughly 500,000 inventory units, directly boosting…
European markets rose on Iran peace deal optimism and defense spending increases. DAX gained 1.1% as Saab surged on Swedish frigate purchases and Rheinmetall advanced on geopolitical tensions.
Nvidia's CEO Jensen Huang is expected to deliver a positive outlook on AI demand, supply chains, and upcoming chip shipments at the 2026 GTC conference, boosting investor confidence ahead of the keyn…
Amazon projects 10-13% Q4 sales growth, driven by AWS momentum, AI investments, and expanded e-commerce and advertising capabilities, despite its premium valuation and competitive pressures.
OpenAI launches ChatGPT Go globally with a $8/month US subscription, planning ad tests for free tier, while existing premium tiers remain ad-free, supporting Microsoft's AI growth prospects.
Meta's shares have rebounded after reports CEO Zuckerberg may cut metaverse spending by 30%, shifting focus from VR headsets to AI glasses, improving profit prospects and easing investor concerns on …
Nvidia's Q3 earnings on November 19 are pivotal, with expectations for strong revenue growth driven by AI chip demand and new Vera Rubin chips, potentially sparking a significant rally amid export ri…
Alphabet's new Gemini 2.5 AI model and strong search and cloud growth prompt Morgan Stanley to raise Google’s price target, signaling positive earnings prospects.