NVIDIA to spend $3.5 billion on custom chips
NVIDIA plans to spend $3.5 billion to keep custom chips close.
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TrendForce says AI hyperscaler memory spend may reach 68% in 2027
TrendForce said DRAM and NAND flash could account for 68% of capital expenditure at the nine largest cloud service providers in 2027, versus 47% this year, as memory costs rise.
Alibaba posts lower profit as revenue rises 9% in fiscal first quarter
Alibaba reported fiscal first-quarter 2027 revenue of $39.64 billion, up 9% year over year and above the $38.63 billion estimate, while adjusted earnings per ADS fell 42% to $1.26, missing expectations of $1.85.
JPMorgan's Bill Eigen Warns the AI Boom Is Starting to Resemble the 2008 Housing Crash: 'What I'm Terrified of Is…'
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
Applied Materials reports Q3 revenue and EPS above estimates
Applied Materials reported third-quarter revenue of $9.12 billion and adjusted earnings of $3.50 per share, both above analyst estimates.
Nvidia's Chip Boom Is Spreading: JPMorgan Says These 6 Stocks Could Ride It
NVIDIA Corp. (NASDAQ: NVDA ) may still be the face of the artificial intelligence chip boom, but JPMorgan says the next phase of the semiconductor rally could spread much further across the industry. • NVIDIA stock is trading at elevated levels. Where is NVDA stock headed? The latest World Semiconductor Trade Statistic
Hyperscaler Capex Tops $1.2 Trillion: These Nine Stocks Are Cashing In, BofA Says
The July semiconductor selloff was built around one uncomfortable question: What happens when Big Tech finally slows its artificial-intelligence spending? So far, the opposite is happening. Bank of America now expects hyperscaler capital expenditures to top $1.2 trillion over the next 12 months, according to semiconduc
Bulls And Bears: Amazon, Microsoft, SpaceX
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 closed a volatile week mixed as investors navigated a hawkish Federal Reserve, surging Treasury yields and sharply divergent earnings from the biggest technology companies. The S&P 500 a
Why Wall Street Says Intel's Rich Valuation May Still Be Worth Paying
Intel Corp. (NASDAQ: INTC ) stock gained in premarket trading on Friday after the chipmaker reported stronger-than-expected second-quarter results and issued third-quarter guidance above analyst estimates. Beats Estimates, Raises Outlook The chipmaker beat second-quarter expectations, with revenue rising 25% year over
Consumer Tech (Jul 13-17): IBM Sees Worst Day On Record, Gemini 3.5 Pro Release Delayed, Uber Acquires Delivery Hero & More
President Donald Trump, hedge fund billionaire Bill Ackman and entrepreneur Anthony Pompliano criticized New York’s decision to temporarily halt approvals for new large-scale data centers. President Donald Trump ‘s One Big Beautiful Bill Act cost the clean energy, manufacturing and industrial sector $82.8 billion throu
Taiwan Semiconductor's AI Spending Spree Tests Investor Nerves
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM ) stock fell in Thursday’s premarket session as investors weighed the company’s larger capital spending plans. Taiwan Semiconductor Beats Estimates, Expands Margins Taiwan Semiconductor reported second-quarter revenue of $40.2 billion, topping the analyst consensus
Taiwan Semiconductor’s AI Boom Rolls On: June Revenue Jumps 68%
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM ) reported a sharp increase in June revenue on Monday, reflecting continued demand for advanced chips used in artificial intelligence applications. Taiwan Semiconductor June Revenue Growth The world’s largest contract chipmaker said June consolidated revenue rose 6
Exclusive: Navellier Calls Nvidia 'Screaming Buy' As Tech Expert Says Cheaper AI Doesn't Just Boost Demand—It 'Detonates It'
While Wall Street veteran Louis Navellie r declares that any dip in Nvidia Corp. ‘s (NASDAQ: NVDA ) stock is a “screaming buy,” three top technology analysts are fiercely debating whether the artificial intelligence (AI) giant’s projected $1 trillion revenue roadmap is already baked into its current valuation. As Nvidi
Micron Leads Memory Oligopoly
Micron and six other companies control the price of memory used in AI servers, with prices rising roughly fivefold in 12 months
NVDA Loses AI Monopoly
Nvidia's relative performance to the semiconductor industry is declining as investors rotate into other AI-related stocks
Micron Falls 5%
Micron Technology stock falls 5% in premarket trading after soaring 15.74% on Thursday following upbeat earnings report
Nvidia Faces Threat
J.P. Morgan's Michael Cembalest says Anthropic's hardware commitment to Amazon's Trainium processors is a strong challenge to Nvidia's market dominance