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Microsoft will unveil a new laptop powered by Nvidia's RTX Spark chips on Wednesday, aiming to enable AI agents to perform tasks locally, reducing reliance on cloud computing. The move could also expand Nvidia's reach into the PC market.
Software funds have outperformed semiconductor funds by a 25-year record margin on Sept. 14. Capital shifted from chip makers to application software providers, marking a rotation within the technology sector. A Record-Breaking Sector Swing The iShares Expanded Tech-Software Sector ETF (BATS: IGV ) rose 5.04% in a sing
examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. U.S. stocks ended the week lower despite a Friday rebound, as surging oil prices, rising Treasury yields and growing expectations for a Federal Reserve rate hike pressured equities. The S&P 500 fell
Marvell Technology fell nearly 8% premarket after its Q2 results and raised outlook, as investors focused on valuation concerns. The company posted revenue of $2.74 billion and adjusted EPS of 94 cents, and lifted next-quarter guidance.
At Nvidia’s second-quarter earnings call, CEO Jensen Huang said both open and closed AI models are succeeding and driving demand for Nvidia’s computing infrastructure.
J.P. Morgan Asset Management’s Bill Eigen is growing increasingly cautious about the financial architecture underpinning the artificial intelligence boom, warning that investors should watch the pace of AI growth, spending and valuations rather than simply their headline levels. Watching The ‘Second Derivative,’ Not Ju
Evercore ISI and Bank of America cite Q2 acceleration in server CPU demand from AI workloads, higher unit volumes, and rising average selling prices, raising market estimates through 2030.
Cerebras Systems (CBRS) reported a narrower-than-expected adjusted loss for Q2, missed on sales, raised its fiscal 2026 outlook and said premarket shares were down 18.63%.
CoreWeave, Inc. (NASDAQ: CRWV ) reports second-quarter earnings after the close today, with the call at 5 p.m. ET. Analysts expect revenue of roughly $2.56 billion, more than double the year-ago figure, alongside a loss of about $1.40 per share. The stock sits roughly 35% below its pre-earnings May peak. Beyond the hea
On Tuesday, Advanced Micro Devices, Inc. (NASDAQ: AMD ) said stronger-than-expected demand has tightened the server CPU supply chain, but CEO Lisa Su expects conditions to improve in 2027. AMD Says Unexpected Demand Tightened Server CPU Supply During AMD’s second-quarter 2026 earnings call, Morgan Stanley analyst Josep
The Indian government has directed GitHub to remove Jack Dorsey ‘s Bitchat repositories amid the ongoing student protests in Delhi. Technology & Software The U.S. Defense Department awarded Oracle Corp (NYSE: ORCL ) a 10-year, nearly $7 billion enterprise software agreement negotiated by the Department of the Navy, mar
Nvidia Corp. (NASDAQ: NVDA ) CEO Jensen Huang says American companies should “absolutely” use Chinese AI models. The White House disagrees: within hours of his comments, it accused Moonshot AI of stealing from Anthropic and accessing export-restricted Nvidia chips to build Kimi K3. The pressure started Tuesday, when Tr
Investors looking to play the semiconductor boom no longer have to choose only between AI leaders such as NVIDIA Corp (NASDAQ: NVDA ) and Taiwan Semiconductor Manufacturing Co. (NYSE: TSM ). With the launch of the VanEck China Semiconductor ETF (NASDAQ: SMHC ), VanEck has effectively split the semiconductor investment
Nvidia's rally is driving the broader market higher, with the stock's strong performance contributing to overall gains. This trend is being likened to a bull market.