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Investor Sentiment

Nvidia Cements AI Infrastructure Lead With Strong Results and New Platforms

Guidance near $78 billion for the current quarter signals heavy demand from cloud giants.

Micron Heads Into Earnings on AI Memory Boom, Sold‑Out HBM and New Taiwan Fab Plans

Oracle Faces Funding Test Ahead of Earnings as AI Hardware Market Diversifies

Nvidia Tops Q2 Estimates and Lifts Outlook as Shares Ease on China Uncertainty

Apple Delivers Strong Q3 as Tariff Costs Rise and AI Lags