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Company Performance

Nvidia Posts Blowout Quarter and Guides to About $108 Billion Next Quarter

The results force investors to assess whether huge cloud demand will translate into durable margins, safe customer financing and sustained AI spending under higher inflation.

16 ARTICLES

last mo.

Cerebras Unveils CS-4 Rack With 30x Inference Claim as Stock Slides After Q2 Results

14 ARTICLES

last mo.

SanDisk Beats Estimates but Stock Falls as Guidance and Price-Driven Growth Worry Investors

308 ARTICLES

last mo.

Markets Re‑price AI Buildout After Report That Nvidia May Back OpenAI Financing

48 ARTICLES

2mo ago

SanDisk Hits Volatile Patch Ahead of Aug. 5 Earnings

121 ARTICLES

2mo ago

Micron Boosts Capex to $250 Billion After Blockbuster Quarter and Secures Long‑Term AI Contracts

129 ARTICLES

3mo ago

Micron Crushes Estimates and Says HBM Shortage Will Last Beyond 2027

128 ARTICLES

3mo ago

Broadcom’s Record AI Quarter Sends Stock Lower After Cautious Guidance and 'Chips Only' Pivot

75 ARTICLES

4mo ago

Memory Makers Enter Trillion-Dollar Club as HBM Shortage Roils Markets

72 ARTICLES

4mo ago

Nvidia Posts Record $81.6 Billion Quarter, Guides to $91 Billion and OKs $80 Billion Buyback

114 ARTICLES

4mo ago

Alphabet Leads Big Tech Earnings as AI Demand Supercharges Cloud

6 ARTICLES

4mo ago

Enphase Beats EPS but Issues Cautious Outlook as U.S. Solar Slows

17 ARTICLES

5mo ago

GE Vernova Soars After Q1 Beat as Orders Jump 71% and Guidance Rises

11 ARTICLES

5mo ago

Bloom Energy Expands Oracle Deal to Supply Up to 2.8 GW for AI Data Centers

134 ARTICLES

6mo ago

Markets Slide as AI Jitters, Hot Inflation and Iran Risk Jolt Investors

36 ARTICLES

7mo ago

Microsoft Slides on AI CapEx Despite Q2 Beat as Alphabet’s Gemini Adoption Soars

19 ARTICLES

7mo ago

Metaplanet Posts ¥95 Billion Loss on Bitcoin Markdowns, Reaffirms 1% Supply Goal

Company Performance

Nvidia Posts Blowout Quarter and Guides to About $108 Billion Next Quarter

Cerebras Unveils CS-4 Rack With 30x Inference Claim as Stock Slides After Q2 Results

Berkshire Shifts to Active Buying, Adds $17 Billion of Alphabet

Sandisk Posts Record Profits, Stock Suffers Sharp Pullback

Microchip's Data-Center Revenue Nearly Doubles as Company Guides to $1 Billion

SanDisk Beats Estimates but Stock Falls as Guidance and Price-Driven Growth Worry Investors

Markets Re‑price AI Buildout After Report That Nvidia May Back OpenAI Financing

SanDisk Hits Volatile Patch Ahead of Aug. 5 Earnings

Micron Boosts Capex to $250 Billion After Blockbuster Quarter and Secures Long‑Term AI Contracts

Micron Crushes Estimates and Says HBM Shortage Will Last Beyond 2027

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Company Performance

Broadcom’s Record AI Quarter Sends Stock Lower After Cautious Guidance and 'Chips Only' Pivot

Memory Makers Enter Trillion-Dollar Club as HBM Shortage Roils Markets

Nvidia Posts Record $81.6 Billion Quarter, Guides to $91 Billion and OKs $80 Billion Buyback

Alphabet Leads Big Tech Earnings as AI Demand Supercharges Cloud

Enphase Beats EPS but Issues Cautious Outlook as U.S. Solar Slows

GE Vernova Soars After Q1 Beat as Orders Jump 71% and Guidance Rises

Bloom Energy Expands Oracle Deal to Supply Up to 2.8 GW for AI Data Centers

Markets Slide as AI Jitters, Hot Inflation and Iran Risk Jolt Investors

Microsoft Slides on AI CapEx Despite Q2 Beat as Alphabet’s Gemini Adoption Soars

Metaplanet Posts ¥95 Billion Loss on Bitcoin Markdowns, Reaffirms 1% Supply Goal

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Company Performance