Why Nvidia’s terrific quarter is getting a terrible reaction
Terrific quarter, terrible reaction. That’s Wall Street’s read on another earnings report that beat expectations and offered very optimistic sales guidance for the current quarter. Shares were up as ...
Sandisk rises on partnership with SK Hynix to standardize memory chip architecture tailored for AI data centers
is up 3% in premarket trading on Thursday after it began its global standardization strategy of high-bandwidth flash (HBF) memory solutions with SK Hynix. SK Hynix commented in a press release on Thur...
Nvidia’s Jensen Huang thinks markets “got it wrong” on software stocks sell-off
CEO Jensen Huang said markets have misjudged AI’s impact on software firms in a CNBC interview on Wednesday, hours after the chip designer reported better-than-expected Q4 results and a strong sales o...
Nvidia’s strong results, guidance lift AI ecosystem
Data center stocks , , , and as well as foundry giant and optical communications company are catching a bid in after-hours trading thanks to strong results and guidance from Nvidia.
Nvidia rises after better-than-expected Q4 results, big upside surprise in Q1 sales guidance
rose in postmarket trading after posting better-than-expected Q4 results and very strong sales guidance for the current quarter. However, the stock pared gains during the conference call as CEO Jensen...
Western Digital jumps ahead of Nvidia earnings report later today
Hard disk drive maker is on track for one of its best days of the month Wednesday, on relatively little news. Traders may be trying to get ahead of any expected share bump related to earnings extrava...
Nvidia and AMD’s different deals show that while AI chatbots may be commoditized, the chips aren’t
One enigma I’m noticing in the AI boom? The publicly available chatbots, effectively the best universal manifestation of artificial intelligence we have, feel more or less the same to me. That is, com...
Is Nvidia dead money, or a coiled spring?
, the prime facilitator of the AI boom, reports quarterly results today after the close. It would be a monumental disappointment if the company reported any negative surprises in the highest-profile n...
Sandisk sinks more as product release underwhelms market
online event marking its one-year anniversary since being spun off from Western Digital seems to be something of a damp squib. You have to announce something big to live up to the hype. This is nothin...
Sandisk slides on Citron short announcement
roughly 1,200% run-up over the last year — it was spun off from exactly a year ago — took a breather early Tuesday, after well-known stuff-stirrer Citron Research, short seller Andrew Left’s firm, an...
TSMC trades near record high as Apple plans to purchase “well over 100 million” chips from its Arizona facility this year
Last year said it would invest $600 billion to expand in the US over four years, in an effort to reduce its reliance on overseas suppliers and avoid tariffs. We’re now getting more detail on what tha...
AMD soars after striking AI chip deal with Meta valued at over $100 billion
is spiking in premarket trading on Tuesday after the company booked another major customer for its GPUs. The chip designer struck a deal with to deploy 6 gigawatts’ worth of AI infrastructure (that i...
Nvidia is everything good and bad about the US stock market in 2026
All the good and bad things about the US stock market in 2026 can be found in Nvidia. On steroids. The character of the AI trade has changed this year, becoming much more zero (even negative!) sum. Tr...
AMD to “effectively guarantee” a loan to AI startup Crusoe that will be used to purchase its chips, The Information reports
will “effectively guarantee” a $300 million loan to data center company Crusoe from Goldman Sachs, according to The Information. That is, Crusoe is taking out a loan to purchase AMD’s chips, and the c...
Applied Digital, WeRide, and Recursion Pharmaceuticals dip as Nvidia exits positions
Three stocks took a dip in after hours trading on Tuesday after 13F filing showed the chip designer sold its stake over the final three months of 2025: , a data center operator in which Nvidia was th...
Nvidia enhances partnership with social media giant Meta to deploy “millions” of its GPUs
is laying it out in no uncertain terms: its AI build-out will be brought to you by . In pair of press releases after the close on Tuesday, the social media giant and chip designer detailed a “multi-ye...
Cadence Design Systems jumps after Q4 earnings, 2026 profit outlook, and sales backlog exceed estimates
jumped in after-hours trading on Tuesday, briefly erasing the day’s big losses, after posting better-than-expected Q4 earnings, a big pipeline of future business, and a solid profit outlook for 2026. ...
Sony is reportedly considering pushing the PlayStation 6 to 2028 or 2029 as AI RAM demand squeezes consumer electronics
AI’s ongoing need for more memory chips, which some are referring to as “RAMmageddon,” is reportedly shifting plans for its next PlayStation console. According to reporting by Bloomberg, the company ...
Fund managers fretting over Corporate America’s “overinvestment” are only worried about one thing
Big Tech capex makes the world go ’round. In the US, the enduring AI build-out is responsible for fueling some explosive gainers, namely in memory chip and semicap stocks . But these hot pockets of th...
Applied Materials soars as Wall Street scrambles to boost price targets after “narrative-changing quarter”
Wall Street has fresh conviction that is a winner as the AI boom forces an expansion of chipmaking capacity. The semicap company reported a top- and bottom-line beat, along with Q2 guidance that exce...