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Nvidia Reports Record Quarter and Guides to About $91 Billion for Next Quarter

Surging GPU demand from cloud customers has pushed net profit margins above 70 percent, prompting investor questions about the stock’s valuation.

Oxmiq Raises $35M to License a CUDA‑Compatible GPU Architecture

D-Matrix Ships Corsair Inference Cards into Volume Production

NVIDIA Posts $81.6 Billion Quarter and Announces New $80 Billion Buyback

Broadcom Shares Fall After Trump‑Xi Talks Leave China Chip Shipments Unclear

Cerebras Lifts IPO Range to $150–$160 and Expands Sale to 30 Million Shares

AI Boom Powers Breakneck Rally Across Chip Stocks as SOX Jumps 50%

Broadcom Locks Long-Term AI Chip Deals With Google and Anthropic

Broadcom Posts Record AI Sales, Adds $10 Billion Buyback, and Wins $970 Million DISA Deal

Alphabet’s AI Strategy Gains Traction as Wall Street Lifts Targets and Product Rollouts Accelerate

Broadcom Faces March 4 Earnings Test on AI Momentum and VMware Questions

Broadcom Confronts Margin and China Risks as TD Cowen Cuts Price Target

Broadcom’s AI Accelerator Surge Spurs Fresh Buying as Q1 Sales Set to Double

Broadcom Draws Fresh Buy Calls on AI Momentum After Wi‑Fi 8 Debuts

China Signals Opening for Nvidia H200 Orders as Jensen Huang Plans Beijing Trip

JPMorgan Backs Nvidia, Broadcom, Micron as Top AI Chip Picks Ahead of Earnings

Trump Administration Opens Review for Potential Nvidia H200 Exports to China

U.S. Allows Licensed Nvidia H200 Sales to China as Nvidia Weighs Production Increase

White House Weighs Allowing Nvidia’s H200 Sales to China, Boosting AI Stock Sentiment

Jefferies Names Broadcom Top Pick on OpenAI Chip Pact, Raises Target to $480