Advanced Micro Devices, Inc.’s AI-driven data center growth has traders betting on Q2 revenue topping $6 billion.
Investors are already starting to show concerns about AI spending, and these stocks are seeing the benefit.
Apple's earnings reminded investors that the company is not immune to the challenges of the AI race. Shares of Apple (AAPL) tumbled 7.35% on July 31, ...
Big Tech earnings showed AI spending faces a new test as investors weigh returns, cloud growth, and chip costs.
As the AI industry continues to grow, seemingly minor things are becoming serious stumbling blocks. CuspAI is addressing at least one of these industr...
Apple Inc. is facing rising memory chip costs that could pressure its business beyond the September quarter, with outgoing CEO Tim Cook saying the com...
Margin unwind from South Korean investors and the massive Situational Awareness blowup do not affect the fundamentals of AI stocks.
The global memory chip shortage appears to be affecting the availability of Apple’s most popular Mac.
Nvidia could still deliver impressive gains if Wall Street keeps raising its earnings estimates.
Owner Microsoft doesn’t release many performance details, but LinkedIn CEO Daniel Shapero said there was also double-digit member growth.
Nvidia and Oracle shareholders are losing patience, but now is not the time to ditch these tech giants.
Yahoo Finance's Josh Lipton takes a closer look at the biggest quarterly earnings reports for investors to keep an eye on this week, including McDonal...
Microsoft Q4 showed that its multibillion-dollar AI strategy is already paying off, and the best days may still be ahead.
Apple's June quarter produced numbers that looked solid on the surface but left investors with a question: Was September quarter guidance conservative...
NVIDIA and Alphabet both rode the AI wave to blockbuster quarters, but their financials tell two stories so different they raise a harder question: wh...
Microsoft Corp. used its fiscal fourth-quarter earnings call to deliver upbeat updates on Azure, Copilot and AI spending. But one of the company’s mos...
This company is one of the leading players in the AI race.
With a share price that has climbed more than 130-fold in a decade, it can be a challenge to focus on the downside.
Nvidia has pulled 20% off its highs while its revenue growth actually accelerated, which raises an uncomfortable question for investors sitting on the...
NVIDIA stock has pulled back in the short term but still sits on a very large five year gain. At around US$200.75, the valuation checks point to an in...
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