Market News

Cisco is expanding its Secure AI Factory with Nvidia and Supermicro, adding rack-scale computing solutions for large-scale AI workloads.

Gene Munster says the growth of Nvidia's hyperscalers versus growth of data centers will be an important metric to watch in Q2 results.

Ahead of Nvidia earnings, Yorkville CEO Steve Neamtz says Big Tech’s $700B AI buildout is straining memory, power, minerals and labor.

Top analysts upgraded Fluence Energy, Dynatrace, and Advanced Micro Devices, Check out their ratings.

Apple® today debuted M6 in the new Mac mini® and M5 Ultra in the new Mac Studio®, providing an extraordinary leap in performance and AI capabilities. ...

"With these frameworks and new chips, developers can run and fine-tune large AI models locally on their Mac," Apple said.

Raymond James upgrades AMD to Strong Buy, sees it overtaking Intel by 2027 as agentic AI drives CPU market growth.

AMD gains premarket as risk assets bounce. Analyze key moving averages, tech ETF exposure, and recent analyst upgrades from Raymond James.

Nvidia is trying to expand its customer base by creating new financing options that allow for more clients to purchase its costly systems.

AMD upgraded to buy as AI-driven growth accelerates. Long-term prospects and operating leverage support a 15% annual return outlook through 2030. See ...

Wall Street opened the week split on Monday, August 24, 2026, with the Nasdaq bleeding 0.8% as semiconductor names sold off ahead of Nvidia's Wednesda...

NVIDIA (NVDA) rises ahead of earnings. Bernstein’s Stacy Rasgon highlights the Rubin architecture as the key driver for data center growth.

Raymond James analyst Simon Leopold maintains NVIDIA (NASDAQ:NVDA) with a Strong Buy and raises the price target from $330 to $352.

Raymond James analyst Simon Leopold upgrades Advanced Micro Devices (NASDAQ:AMD) from Outperform to Strong Buy and raises the price target from $56...

Nvidia manager named a key figure in alleged illicit B300 GPU exports to China as Taiwan indicts nine in AI chip probe.

https://www.bloomberg.com/news/articles/2026-08-25/apple-to-launch-new-mac-mini-airpods-5-and-oled-ipad-mini-timing-details 

SpaceX CEO Elon Musk touts cost-effective design after chipmaker NVIDIA reveals Vera CPU, optimized for orbital AI compute.

Elizabeth Warren presses Jensen Huang to testify after Nvidia AI computers were reportedly found in Russian drones.

Nvidia Corporation stock lags despite leading AI. See a final earnings trade on the Q3 guide, margins, and price hikes. Click for this NVDA earnings p...

Could the Q2 release and guidance provide the next positive catalyst for Nvidia stock, or are expectations largely priced in for now?