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The AI chipmaker's outlook for the quarter ahead, its Vera Rubin transition, and any fresh China commentary could matter more than the headline numbers.
Cisco and Lumentum delivered better-than-expected earnings results this quarter, and their valuations reflect Wall Street’s optimism.
Chip stocks are tanking as Treasury yields rise amid inflation.
The artificial intelligence (AI) tech leader has beaten the Wall Street consensus earnings estimate in 21 of the past 23 quarters.
Inflation may be making life harder, but you still have options.
Nvidia is expected to deliver another blockbuster earnings report on Wednesday, but a shift in how artificial intelligence is used is raising doubts on how long its dominance in AI chips can last. After years of near-monopoly in chips used to train AI systems, Nvidia is facing competition from tech giants building their own chips to capture demand that is shifting toward processors that run AI systems, respond to queries and carry out tasks in real time. This so-called inference market is much larger, but also more contested.
The headline from Citi's May 18 semiconductor note focused on Intel. The $130 price target on a stock that was trading near $107 was the number that traveled. But buried in the same note was a call on a different chipmaker that carries a disclosure most investors have not yet processed. That ...
The Wall Street Journal is reporting that SpaceX could go public in a matter of weeks.
There's a lot of pressure that comes with potentially being the largest IPO in history.
Atif Malik ranks third among more than 12,000 analysts tracked by TipRanks. He has an 80% success rate and an average return of 46.7% per rating over a one-year timeframe. When he publishes a note built on a new market model, Wall Street pays attention. On May 18, he published one on Intel. And the ...
AI chip leader Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. D.A. Davidson head of technology research Gil Luria sits down with Julie Hyman to dive into what he'll be listening for on Nvidia's earnings call later this week and what is being signaled about the chipmaker's margins.
Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. Morning Brief Host Julie Hyman and Barron's Investor Circle newsletter editor Josh Schafer take a closer look at whether Nvidia's earnings narrative is as big a proponent of the stock's overall trade that investors believe it to be.
Investing.com -- Citi lifted its price targets on Intel and AMD and introduced a new server CPU total addressable market (TAM) model that forecasts the segment could grow by 35% from $29.3 billion in 2025 to $131.5 billion by 2030, driven largely by surging demand for agentic AI applications.
U.S. President Donald Trump said he "should have asked for more" of a stake in Intel on behalf of the U.S. government, in an interview with Fortune magazine published on Monday. (Reporting by Ananya Palyekar in Bengaluru; Editing by Alex Richardson)
Unprecedented fireworks at the Fed could be coming soon.
If SpaceX builds a second Starbase in Louisiana, Cheniere Energy and ExxonMobil could be big winners.
Here are four things to consider if Elon Musk decides to merge his space empire with Tesla.
Jerome Powell's successor and the Chicago Fed president foresee wildly different interest rate outcomes from the evolution of AI.
Is the end of the "Fed put" at hand?
The short-term risks of SoundHound's acquisition of LivePerson are weighing on the stock price.
Nvidia (NVDA) stock closed the May 15 trading session 4.42% down at $225.32, according to Yahoo Finance. Micron closed 6.62% lower at $724.66Intel closed 6.18% lower at $108.77AMD closed 5.69% lower at $424.1Broadcom closed 3.32% lower at $425.19Marvell closed 3.12% lower at $176.89 Intel gained ...
Broadcom (AVGO) stock has gained about 36% since the April 6 closing price of $314.43, trading at $428.61 according to Yahoo Finance at the time of writing, Friday afternoon, May 15. Meanwhile, the SPDR S&P 500 index (SPY) is up about 12.5% in the same period. Why has Broadcom outpaced the ...
Big Tech's embrace of Formula (FWONK) 1 isn't exactly breaking news, as the data heavy sport is a natural partner. But now chipmakers are getting to the game too.
A history-making raise may be on the way for Social Security beneficiaries next year -- but this is far from the full story.
Its latest quarterly earnings didn't wow the market, and that's putting it mildly.