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Micron surged 256% in 2026 fueled by booming AI datacenter demand and record DRAM pricing. With fiscal Q4 revenue guided at $50 billion and $100 billion in strategic customer agreements, a push towar…
Microsoft is restructuring its financial reporting into two AI-focused segments: Agents and Infra, and Devices and Consumer. Meanwhile, a Gartner survey shows 85% of enterprise leaders plan to increa…
Broadcom reports Q3 earnings after Wednesday's close with strong analyst backing. Wall Street forecasts $29.24 billion in revenue and $3.215 adjusted EPS, driven heavily by AI chip sales projected to…
Salesforce and CrowdStrike head into earnings alongside Nvidia. Salesforce is highlighted for retirement portfolios due to dividend stability, buybacks, and aligned price targets, while CrowdStrike e…
Nvidia heads into its highly anticipated earnings report after snapping a seven-day losing streak. With expectations lowered following recent chip sector weakness, market participants are looking for…
Global markets trade cautiously as investors await Nvidia's crucial earnings report to gauge the sustainability of the AI rally. Meanwhile, declining crude oil prices provide mild inflation relief ah…
Nvidia is set to report quarterly earnings with massive revenue growth expected. However, lofty investor expectations, rising competition, and a historical pattern of post-earnings drops suggest the …
US equity futures rise as Nvidia gains 1.5% pre-market, breaking a seven-day losing streak ahead of anticipated Q2 earnings with projected 90%+ growth. Meanwhile, Dick's Sporting Goods plunged on an …
Nvidia drops nearly 3% ahead of its pivotal earnings report on Wednesday. Analysts warn that market tolerance for anything short of a flawless report is extremely limited, making the release a critic…
Nvidia is preparing price hikes exceeding 15% on AI servers featuring Grace Blackwell and Vera Rubin chips to offset soaring memory costs. The move underscores immense demand and strong pricing power…
Nvidia faces high expectations ahead of its quarterly earnings report. Analysts warn a simple beat-and-raise may not spark a rally, as the stock has dropped after five of the last six reports, puttin…
Salesforce prepares to report Q2 earnings Wednesday, with analysts closely monitoring whether management reaffirms its second-half organic revenue growth reacceleration. Having rallied 33% since late…
Nvidia reports earnings Wednesday with Wall Street projecting revenue to nearly double to $92 billion. High valuation, Q3 guidance hurdles near $103 billion, and infrastructure constraints mean even …
US equity futures declined pre-bell as renewed US-Iran hostilities drove oil prices sharply higher. Meanwhile, investors braced for upcoming FOMC rate decisions and mega-cap earnings from Microsoft a…
Wall Street futures edged higher as the global tech sell-off paused ahead of the Federal Reserve's rate decision. Meanwhile, WTI crude jumped 4.7% to $83, and markets await crucial after-bell earning…
US equity indexes traded mixed as chipmakers dragged down technology sectors ahead of upcoming earnings from Microsoft and Meta. Meanwhile, crude oil prices slumped significantly due to a pause in Mi…
Semiconductor stocks, especially memory chipmakers, are experiencing a significant sell-off, pushing the PHLX Semiconductor Index into a bear market. However, the broader market remains resilient, wi…
FTSE 100 rose as US-Iran ceasefire pushed oil prices sharply lower; Brent fell below $90. Gold steady, sterling and euro softened slightly. US stocks mixed ahead of a busy earnings and rate-decision …
Microsoft's upcoming report focuses on Azure and AI revenue growth, boosting optimism. Tesla's outlook depends on robotaxi and Optimus development despite slower car sales. Meta's AI shift faces skep…
US dollar weakness amid geopolitical tensions and Fed uncertainty boosts EURUSD and precious metals, while major tech earnings loom. South Korea rebounds despite Trump's tariff threat, supporting glo…