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Market Trends

Nvidia’s Blockbuster Quarter and 70% Outlook Reshape the AI Compute Chain

Record results raise system economics, increase Nvidia’s index weight, expose the industry to rising DRAM and HBM costs.

U.S. Clears Nvidia H200 Sales to Chinese Firms as Shipments Remain Minimal

TSMC Posts Record Quarter as Chip Market Shudders After SK Hynix U.S. Listing

Micron Crushes Estimates and Says HBM Shortage Will Last Beyond 2027

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

Intel Soars on AI CPU Demand as Nvidia Reclaims $5 Trillion

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

White House Unveils National AI Framework as Enterprises Pivot to Autonomous Agents

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

AMD Tops Q3, Raises Q4 Outlook on Data-Center Strength