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The S&P 500 is adding four AI-related stocks: Sandisk, Palo Alto Networks, Dell Technologies, and Arista Networks. Driven by strong data center demand and aggressive hyperscaler capital expenditure, …
An analysis highlights the long-term outperformance of the Nasdaq-100 over the S&P 500, driven by heavy exposure to mega-cap technology and artificial intelligence leaders. Compounding returns make g…
Snowflake shares surged up to 20% premarket after posting blowout second-quarter earnings, with revenue jumping 35% to $1.55 billion. Accelerating enterprise AI adoption and tools like Cortex fueled …
Nvidia has agreed to acquire AI startup Hugging Face for approximately $13 billion. The acquisition bolsters Nvidia's open-weight model initiatives and AI ecosystem, positioning the chipmaker to coun…
Supermicro Computer and CoreWeave report massive revenue and backlog surges driven by explosive AI infrastructure demand. While Supermicro expands physical server and rack manufacturing, CoreWeave ag…
Big Tech companies like Apple and Nvidia continue to outperform traditional sectors due to superior profit margins and AI-driven growth. Despite lower top-line revenue compared to traditional retail …
Nvidia delivered another blockbuster quarter with revenue surging 106% year-over-year to $96.2 billion. Strong demand across diverse sectors, an attractive PEG ratio of 0.6, and the upcoming Vera Rub…
Baron Capital highlighted TSMC's strong performance, driven by surging AI demand with 35% revenue growth and 58% EPS growth. TSMC raised its full-year guidance and capital spending, signaling sustain…
Nvidia (NVDA) surged nearly 9% following a strong revenue forecast, highlighting its growth potential. The JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) lagged behind the Nasdaq-100 (US100/QQQ) du…
Explosive AI-driven demand has led to skyrocketing global semiconductor sales, projected to reach $1.5 trillion in 2026. NVIDIA raised its fiscal 2028 revenue guidance significantly, expecting ~70% g…
Amazon reported a very strong Q2, exceeding analysts' revenue and EPS expectations. The company experienced significant year-on-year growth, leading to a positive market reaction and a share price in…
Nvidia (NVDA) continues to soar, driven by a broadening AI spending boom that extends beyond mega-cap tech to startups and traditional enterprises. Non-hyperscaler revenue surged 138% Y/Y, fueling an…
Nvidia crushed fiscal Q2 expectations and provided a stunning long-term revenue outlook, projecting 70% growth for fiscal year 2028. The chipmaker's guidance signals sustained AI dominance, easing in…
Automation software stocks saw a strong Q2, with Microsoft (MSFT) reporting an exceptional quarter that beat both revenue and EPS expectations, contributing to a 27% stock price increase since the re…
Anthropic signed a $45B cloud deal with Nscale using Nvidia's chips, adding to agreements with AMD, Amazon, Google, and Microsoft. This aggressive infrastructure expansion supports their massive $2T+…
Nvidia beat earnings expectations and projected 70% revenue growth in fiscal 2028, calming market anxiety about AI demand. While initial volatility occurred, the forecast confirmed the viability of t…
Nvidia reported blockbuster fiscal Q2 results, exceeding revenue expectations by a wide margin and offering strong Q3 guidance. This fueled a 4.71% jump in shares and boosted broader market sentiment…
Despite a slight initial dip, NVDA shares rallied 4.5% after-hours as the company issued exceptionally bullish long-term guidance, forecasting roughly 70% revenue growth for fiscal 2028. CEO Jensen H…
An unnamed AI infrastructure company exceeded second-quarter Ebitda expectations, posting $315.5 million against a $297 million estimate. This confirms continued strength in the AI sector.
NVIDIA shares advanced ahead of earnings fueled by multiple catalysts, including a $500 billion AI compute-financing partnership, new hardware rollouts, and bullish long-term revenue targets from Wal…