Revenue up 44.7%, high-performance computing at 66% of sales, and capex guidance lifted to as much as $64 billion
Notícias
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The PHLX Semiconductor Index has roared back to life, climbing more than 18% from its recent low on July 29. Yet it still has a long way to go to reclaim its summertime highs. Following last month's sharp decline, the index—consisting of names like Nvidia, Micron Technology, and Broadcom—needs an additional 18.
Walmart tends to perform well in both good economies and bad -- and its e-commerce business is growing briskly.
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The newly public companies offer investors a choice between the hot space sector and the emerging quantum computing market.
The quarter set records and the outlook went up for a third time this year. The market erased about $2 billion of value anyway.
The leading home improvement retailer made key strategic moves to position itself for the next housing upturn.
The tech mogul is the world's third-richest person.
The home improvement giant has significantly underperformed its bigger retail peer in the past five years.
The dip in AMD's shares looks like a good buying opportunity.
The cloud infrastructure giant still has a bright future.
Wall Street Says AMD's Taalas Deal Won't Close Nvidia's AI Gap
All three major US stock indexes were up in late-morning trading Friday after the Bureau of Labor St
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SharonAI Holdings Inc (SHAZ) secures $4.9 billion NVIDIA deal and $8.8 billion revenue book, positioning for material Q4 2026 revenue ramp despite execution risks.
So why did a 36% growth quarter set off a double-digit sell-off?
China controls more than 50% of the global transceiver market, and the Federal Communications Commission is drafting a measure to bar imports of new Chinese optical transceivers, with officials hoping to publish the rule this year. Optical transceivers are the fiber-optic pipes that move AI training data between GPUs at the speed of light. If ... The Trump Administration Could Soon Create the ‘Mother of All’ AI Bottlenecks. These Stocks Could Soar.
Aeva stock is speculative -- but investors are speculating hard after last night's earnings beat.
Stock Market Today: The Dow Jones index rises, while tech futures drop as AI stocks Sandisk and Western Digital plunge on earnings.
Every quarter, Amazon, Microsoft, and Alphabet publicly announce they cannot buy fast enough from one company, and that paper trail shapes every investment decision I make heading into a critical August earnings date.
Alphabet just delivered a 24% revenue surge and a 210% free cash flow collapse in the same quarter, and the stock is rallying anyway. The bull and bear cases have never been more directly at war with each other.
That multiple only makes sense if the AI boom's best years are already behind it. Are they?
The entertainment giant crushed analyst profitability estimates for its third quarter.
Americans are buying THC seltzers at Total Wine while Congress debates re-criminalizing them. RYTHM’s blowout quarter shows who’s winning.
SanDisk shares have rocketed over 400% this year and traders are piling in ahead of a make-or-break earnings report, but the pre-announcement surge may have already priced in the good news.
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Is Chipotle facing another food safety crisis?