Qualcomm forecast fourth-quarter profit below Wall Street estimates on Wednesday, and said revenue from Apple products would decline faster than expec...
Microsoft: Time To Be Greedy
3 months agoMicrosoft Azure's accelerating growth, robust cloud performance, and fortress balance sheet offset macro-driven consumer weakness. Read why MSFT stock...
AT&T, Verizon, and T-Mobile took a beating on Wednesday as investors braced for an orbital clash with Elon Musk. Shares of AT&T (NYSE: T) and Verizon ...
The industry's biggest future bottleneck won't be memory chips but rather a lack of electricity.
Nine months ago, Core Scientific shareholders turned down real money. They rejected a $9 billion buyout offer from CoreWeave, according to CNBC. Share...
Apple stock has had a strong five year run, yet Simply Wall St's valuation checks flag it as leaning expensive, with the Discounted Cash Flow (DCF) es...
Synopsys Doubles Down on AI Chip Design With Microsoft and AMD. How to Play SNPS Stock Here.
3 months agoSynopsys unveiled autonomous AI chip design workflows with Microsoft and AMD while analysts continue to see substantial upside despite the stock's rec...
AMD secured substantial data-center capacity, but the agreement failed to insulate its shares from the global semiconductor selloff.
Wall Street expects Apple's strongest June-quarter revenue growth since 2021 after the company held iPhone prices steady.
Scott Melker breaks down Core Scientific's (CORZ) 15-year, $14 billion infrastructure partnership with AMD (AMD), arguing the deal underscores a major...
NVIDIA Stock Falls 2.3% as AI-Chip Selloff Deepens
3 months agoSK Hynix's earnings disappointment intensified investor scrutiny of AI spending and semiconductor growth expectations.
Strong cloud demand may not silence spending concerns
Wedbush Spots Hidden Risk in Nvidia's AI Expansion
3 months agoOne component is starting to dictate pricing and design
Cathie Wood Just Bought Nvidia Stock Again
3 months agoCathie Wood Just Sent a Bullish Signal on Nvidia Stock
Investors are demanding evidence that Microsoft's expanding AI expenditure is producing stronger cloud adoption and financial returns.
Microsoft (NASDAQ:MSFT) sees Q1 sales of $89.850 billion-$90.950 billion vs $89.634 billion analyst estimate.
-Conference Call
Nvidia holds a slight edge in this battle of tech titans, but both represent premier AI opportunities.
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