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News
Nvidia vs. Broadcom: Which Trillion-Dollar AI Chip Stock Has More Upside After Their Latest Earnings?
19+ hour, 1+ min ago (866+ words) Nvidia is guiding toward 70% revenue growth next year thanks to scaling Blackwell and Vera Rubin CPU shipments. Broadcom expects its AI chip business to continue doubling through 2028 as the company continues to win demand from hyperscalers and frontier labs. While…...
Why Dell Stock Climbed to a New All-Time High This Week
11+ hour, 17+ min ago (389+ words) Agentic AI is boosting sales of Dell's computer servers. RBC Capital Markets sees more gains ahead for Dell's stock owners. Shares of Dell (NYSE: DELL) jumped over 8% this past week after analysts highlighted the computer maker's strong artificial intelligence (AI)…...
Salesforce Spent a Record $27.1 Billion on Buybacks in One Quarter. Here Is Why That Signal Matters.
1+ day, 49+ min ago (360+ words) Salesforce has been aggressively buying back its stock, spending $27.1 billion on repurchases in Q1 alone. The company continued to repurchase and retire shares in Q2. Huge gains for the stock following the company's Q2 report show this was a smart move. Salesforce(NYSE:…...
If You'd Invested $5,000 in VGT 10 Years Ago, Here's Exactly How Much You'd Have Today
20+ hour, 22+ min ago (394+ words) The Vanguard Information Technology ETF (VGT) has averaged over 23% annual returns over the past decade. Much of VGT's growth has come at the hands of the current AI boom. Over the past decade, information technology (tech) has easily been the…...
Wall Street Analyst Sees Between 19% to 37% Upside in These 5 AI Chip Stocks
1+ day, 2+ hour ago (588+ words) Nvidia and Broadcom are both poised to see strong revenue growth driven by insatiable demand for AI compute power. AMD and Arm Holdings both have big opportunities with CPUs and agentic AI. Marvell is well-positioned in custom chips and optical…...
Is It Too Late to Buy Nvidia Stock?
23+ hour, 38+ min ago (775+ words) Nvidia's revenue rose 106% year over year to $96.2 billion in the fiscal second quarter, its fourth quarter in a row of accelerating growth. Management is calling for about 70% revenue growth in fiscal 2028 and says supply, not demand, is what limits that…...
Oracle's AI Chips Ran 97.9% Utilized Last Quarter. For Nvidia, That Is What a Shortage Looks Like.
1+ day, 9+ hour ago (683+ words) Oracle delivered 850 megawatts of AI capacity, containing more than 300,000 GPUs, to customers in its fiscal first quarter alone. Even after those additions, Oracle said GPU utilization across its fleet was 97.9%. GPU capacity that came up for renewal was renewed or…...
Prediction: Taiwan Semiconductor Manufacturing Stock Will Hit $600 by the End of 2027
1+ day, 1+ hour ago (394+ words) Huge growth from AI will push the company to new heights. TSMC's stock isn't expensive. Taiwan Semiconductor Manufacturing(NYSE: TSM) has been one of the top artificial intelligence (AI) stocks to own. TSMC holds a unique position in the chipmaking…...
Wall Street's Biggest Bubble May Be Bursting Before Our Eyes, and the Consequences for the Stock Market Are Nothing Short of Disastrous
1+ day, 1+ hour ago (685+ words) Although the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have vaulted to new highs, these gains may prove fleeting. Outsize risk-taking by investors has consistently been one of Wall Street’s biggest red flags over the last three decades....
BigBear.ai vs. IonQ: Weighing Whether to Invest in the Artificial Intelligence Company or the Quantum Computing Giant
1+ day, 8+ hour ago (349+ words) BigBear.ai focuses on decision intelligence software for government and defense agencies but faces declining revenue. IonQ is scaling its trapped-ion quantum computing hardware with significant triple-digit revenue growth. Which speculative technology stock is the better choice for your growth…...