Hygon Information posted a 66.5% increase in first-half 2026 revenue, driven by accelerating AI deployment and…
An analyst projects that Taiwan Semiconductor Manufacturing Company (TSMC) and Broadcom will each reach a $4 t…
Vanguard's July Market Perspectives report argues that as AI productivity gains spread beyond the tech sector…
Airbnb, Booking Holdings, and Expedia have climbed nearly 40% at the median since May 19, while hotel chains C…
GSI Technology's Vice President of Sales Didier Lasserre said Gemini-II hardware is now in production and that…
AppLovin Corporation (NASDAQ:APP) reported second-quarter revenue of $1.92 billion, missing analyst estimates…
Suzhou Novosense Microelectronics, a Chinese analog chipmaker, expects to return to profitability in the first…
Goldman Sachs has secured a position as the sole lender alongside Blackstone and Apollo in Nvidia's $500 billi…
Phison Electronics, a Taiwan-based NAND controller supplier, reported record second-quarter 2026 results, with…
SMIC is considering breaking out revenue from AI-related peripheral chips as a standalone line item in its fin…
Airbnb shares rose on Thursday following a strong second-quarter report showing revenue up 17% year over year…
Nvidia CEO Jensen Huang is partnering with major Wall Street firms — Goldman Sachs, BlackRock, Blackstone, KKR…
Cisco posted record fiscal 2026 revenue of $63.3 billion (up 12% year-over-year) and guided fiscal 2027 revenu…
Goldman Sachs, BlackRock, Apollo, Blackstone, Brookfield and KKR announced partnerships with NVIDIA aimed at m…
Michael Burry criticized Nvidia's memorandum of understanding with six major asset managers—Apollo Global Mana…
Cerebras Systems raised its full-year 2026 core revenue and gross margin outlook after reporting second-quarte…
S&P Dow Jones Indices confirmed Reddit will join the S&P 500 before trading opens on Aug
The Investment Company of America (AIVSX), launched in the 1930s, remains one of the largest actively managed…
Chinese memory chipmaker CXMT overtook Tencent on Thursday to become China's most valuable company, driven by…
Marvell Technology's stock rose around 5 percent, driven by social media discussion of its optical networking…
Three semiconductor equipment suppliers—Onto Innovation (US$1.1b revenue, US$15.7b market value), KLA (US$13.6…
Micron's third-quarter fiscal 2026 revenues jumped 346% year over year to $41.46 billion, driven by strong dat…
Lam Research announced plans to invest more than $3 billion over the next five years to expand its global rese…
Applied Materials, a chipmaking equipment supplier, reported higher profit and revenue, driven by continued de…
GE Vernova (NYSE:GEV), a power infrastructure company spun off from General Electric, is being highlighted as…
Wells Fargo identified commercial real estate (CRE) as a beneficiary of what it calls "unrelenting demand for…
Bank of America announced a $250 billion commitment to artificial intelligence investments, joining other larg…
Vertiv, a liquid cooling provider for AI data centers, has surged in recent weeks after a sharp 40% correction…
Claude AI sold its entire ServiceNow position after a 40% gain, citing valuation concerns—the stock's twelve-m…
Corning, a materials and specialty glass manufacturer, is being identified as benefiting from artificial intel…
Blackstone has partnered with NVIDIA and major financial institutions to create large-scale compute financing…
Palo Alto Networks (PANW) drove strong returns for TCW Concentrated Large Cap Growth Fund in Q2 2026 after rep…
CrowdStrike Holdings (NASDAQ:CRWD) posted Q2 2026 results with Net New Annual Recurring Revenue of $256M (up 3…
Sharp revised its full-year net profit forecast downward by ¥17 billion, citing currency headwinds among other…
Axios Senior AI Reporter Madison Mills discussed NVIDIA's newly announced $500 billion financing agreement wit…
J.P. Morgan lifted its 2027 price target for Microsoft to $625 from $550 while maintaining an Overweight ratin…
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30,000+ monthly readersBank of America raised its 2030 server CPU market estimate to more than $210 billion from about $170 billion…
Bloom Energy's stock has risen 1,920% — a dramatic surge attributed to growing demand for reliable power sourc…
Sam Altman is demanding OpenAI's IPO valuation reach $1 trillion, but SoftBank must repay a $40 billion bridge…
AMD is planning to raise as much as $5 billion through an investment-grade bond sale in four tranches with mat…
IREN Limited confirmed that Horizon 1, the first of four 50MW direct-to-chip liquid-cooled AI cloud deployment…
Alphabet increased its 2026 capital expenditure guidance to a range of $195 billion to $205 billion, with $200…
Nvidia, an artificial intelligence chipmaker, has been selected as IBD Stock Of The Day and is bouncing back f…
Jim Cramer argued on Mad Money (August 12) that Nvidia GPUs retain value across generations because the CUDA s…
Sam Altman told the White House in late July that he supports slowing AI development after OpenAI's system aut…
Anthropic filed SEC paperwork in June and is in a quiet period ahead of a potential public offering
Quanta Computer announced at its August 13 earnings call that it is raising its full-year 2026 capital expendi…
Elon Musk announced that SpaceX will use Nvidia's AI chips exclusively, with Musk citing that "they are the be…
Salesforce spent $27 billion on stock buybacks in its first quarter ending in April—a record for the company—e…
David Tepper's Appaloosa Management nearly doubled its Amazon stake in the first quarter of 2026, adding rough…
Nebius Group and CoreWeave both reported Q2 2026 earnings this week showing strong AI compute demand
Cerebras Systems fell over 18% in premarket trading after its second earnings report as a public company showe…
Broadcom reported Q2 FY2026 Semiconductor Solutions revenue of $15.009 billion (up 79% YoY), with AI semi reve…
Bank of America analyst Vivek Arya lifted the 2030 server CPU total addressable market forecast to more than $…
Nvidia announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to build…
Asustek Computer reported record-high revenue, operating profit, and net profit in Q2 2026, driven by growth i…
Analysts have revised consensus earnings estimates upward, now expecting Nvidia earnings to grow 44% annually…
Nvidia partnered with six major financial institutions to launch compute financing platforms aimed at raising…
As AI innovation accelerates, data centers are moving from traditional copper wiring to optical connections fo…
Nvidia CEO Jensen Huang signed seven Japanese companies—Fujitsu, FANUC, Yaskawa Electric, Kawasaki Heavy Indus…
Anthropic is planning an initial public offering in October at a predicted valuation of $2 trillion, according…
Anthropic is in talks to buy Nvidia-backed startup Decart AI in a deal reportedly worth about $6 billion, acco…
Blackstone, BlackRock, Apollo, Brookfield, Goldman Sachs, and KKR signed MOUs with Nvidia to deploy at least $…
Nvidia generated $14.8 billion in data center networking revenue in fiscal Q1 2027 (ended April 26), up 199% y…
Palantir Technologies reported second-quarter 2026 sales of US$1.94 billion and net income of US$1.06 billion…
Amazon.com has reportedly emerged as a leading bidder to acquire Decart AI, according to discussions disclosed…
Super Micro Computer reported fiscal Q4 revenue of $11.1 billion, missing the $11.55 billion analyst consensus…
AI-focused stocks including Nebius, Lumentum, CoreWeave, and Super Micro drove market gains on Wednesday
Nebius Group shares jumped 34.14% on Wednesday after the cloud computing provider reported second-quarter reve…
The Nasdaq Composite rose 0.5% today, driven by a softer-than-expected inflation report and strong earnings fr…
Michael Burry disclosed a short position in AI cloud company Nebius Group (NBIS) on August 6 at around $212 pe…
AMD closed up 1.8% to $483, Intel gained 3.3% to $101, and NVIDIA advanced 3% to $224 on Wednesday, riding mom…
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