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Super Micro Posts Surprise Margin Lift and $60 Billion Order Inflow, Stock Jumps

Audited results on Aug. 11 will decide whether the sharp margin gain converts into sustained profit.

MercadoLibre Grows Fast but Sacrifices Profits as Reinvestment Hits Margins

HSBC Doubles Intel Price Target to $200

Nvidia Management Guides at Least $1 Trillion in AI Infrastructure Demand Through 2027

JPMorgan Urges Aggressive Buying as Broadcom Rebounds

Hyperscalers Report Rapid AI Cloud Growth and Huge Contracted Backlogs as Tech Stocks Dip

Diamond Hill’s Q1 Letter Details New Bet on Equitable and Flags AIG Pullback

J.P. Morgan Reclassifies Tesla as Physical‑AI Platform and Raises Target to $475

Micron Joins $1 Trillion Club After UBS Triples Price Target

ServiceNow Jumps Nearly 9% After AI Suite Launch and BofA Buy Rating

Intel Nears $70 as AI Server Pivot Drives Highest Share Price Since 2020

Wall Street Reaffirms Nvidia’s AI Lead as Tech Rotates Back to Growth

Vertiv Draws Fresh Bull Calls as AI Data‑Center Demand Accelerates

Bank of America Reinstates Buy on CoreWeave, Sets $100 Target

Oracle Eases AI-Capex Fears With Q3 Beat and $90 Billion FY2027 Outlook

Nvidia Sets Record Sales and Lifts Outlook to $78 Billion, but Shares Slip on AI Spending Jitters

L1 Capital Q3 Letters Show Rebalancing: Nvidia Initiated, HCA Trimmed, Resources Favored

Interactive Brokers Opens Direct Access to UAE Equities on ADX and DFM

Kaynes Tech Falls After Kotak Flags Accounting Gaps as JPMorgan Urges Caution

AWS, Google Cloud Launch Managed Multicloud Interconnect With Open API