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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…
Nvidia CEO Jensen Huang pushed back against AI safety doomsayers at a Goldman Sachs conference, reaffirming strong demand and a 70% revenue growth target for next year. Huang also spotlighted Nvidia'…
Apple unveiled its first foldable iPhone Duo priced at $1,999, below Wall Street expectations. While analysts raised unit sales forecasts due to expected consumer demand, concerns emerged over compre…
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…
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…
Apple is set to reveal its first foldable iPhone and revamped Gemini-powered Siri AI during its annual hardware event. Led by new CEO John Ternus, the launch faces historical launch-day stock softnes…
Apple faces multiple headwinds as KeyBanc maintains an Underweight rating, early foldable iPhone production faces bottlenecks, and a £2 billion UK antitrust lawsuit emerges, slightly offset by China …
Stifel raised its price target on Microsoft to $530 from $450 per share, reinforcing a bullish long-term outlook despite modest intraday share price pressure.
Microsoft is restructuring its financial reporting into two AI-centric segments: Agents and Infra, and Devices and Consumer. Overall revenue guidance remains unchanged, maintaining Q1 forecasts betwe…
Nvidia could become the first $10 trillion company fueled by surging AI data-center demand and projected fiscal 2028 revenues approaching $700 billion. Wall Street analysts maintain a strong Outperfo…
Bank of America raised its Microsoft price target to $600 from $500 with a Buy rating. Analyst Tal Liani highlighted accelerating Azure cloud growth at 43% and strong adoption of AI-powered Copilot, …
Pinterest announced CFO Julia Donnelly will depart in October following strong Q2 results. However, Q3 guidance points to slowing revenue growth, rising infrastructure costs, and mounting digital adv…
Apple faces margin compression and supply constraints despite strong Q3 earnings. Trading at 33x forward earnings near $320, the stock offers limited upside to consensus targets, leading analysts to …
U.S. stock futures advanced Tuesday, led by a 1.0% jump in Nasdaq 100 futures ahead of key inflation data and Nvidia earnings. AMD shares climbed 2.5% following a Raymond James upgrade to Strong Buy,…
Pinterest demonstrates solid revenue and AI-driven growth despite rising infrastructure costs and competitive pressure. Meanwhile, Meta Platforms continues to leverage AI to accelerate its core ad bu…
Microsoft's commercial backlog hit $678 billion, representing two years of sales, driven by surging AI demand. With Azure accelerating and Copilot topping 30 million paid seats, revenue growth remain…
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…
Nvidia secures a high-confidence buy rating with a $268.36 price target despite short-term options noise and insider selling. Parabolic AI demand and upcoming Vera Rubin production provide strong mul…
Apple faces debate over its AI strategy after partnering with Google's Gemini rather than building proprietary foundation models. While critics fear lost differentiation and monetization issues, bull…
Apple faces a cautious risk-reward outlook due to a stretched 40x P/E multiple, declining Greater China sequential revenue, and looming margin compression from surging memory costs, despite reporting…