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Broadcom CEO Hock Tan rejected worries of an AI infrastructure slowdown, reaffirming long-term revenue targets. Tan highlighted strong demand for Broadcom's custom AI chips and networking solutions a…
Chip stocks including AMD and Nvidia rebounded as fund manager Hendi Susanto highlighted sustained AI infrastructure spending and multi-year supply contracts. Despite concentration warnings and slowd…
Oracle beat Q1 fiscal 2027 estimates with revenue up 30% to $19.3 billion and cloud infrastructure surging 121%. Despite securing over $30 billion in new AI contracts, shares retreated as projected p…
Analyst commentary highlights SpaceX's aggressive AI spending and unfeasible revenue targets following its post-IPO slide. While Elon Musk targets $3.5 trillion in revenue by 2033 via AI data centers…
Sands Capital highlighted Shopify in its Q2 letter, noting 32% revenue growth overshadowed by rising AI expenses and sequential deceleration. The fund remains bullish on AI infrastructure and long-te…
An analysis evaluates SpaceX's valuation following its AI and Starlink expansion, warning that aggressive revenue growth expectations of reaching $1 trillion by 2030 are overly optimistic. Heavy capi…
AI expansion could drive trillions in infrastructure spending and accelerate global economic growth. While Nvidia remains central to hardware demand, payment networks and broader macroeconomic benefi…
Alphabet posted record $112.1B profit, but two-thirds came from unrealized investment gains. Negative free cash flow and surging AI capex ($195-205B for 2026) spooked investors, sending shares down n…