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Lower interest rates are supposed to be good news for technology stocks and crypto. But there is a wrinkle in the AI boom: The companies building the infrastructure are increasingly borrowing long-term to buy assets that can become obsolete far faster. That turns the bond market into an increasingly important test of t
U.S. stocks climbed at midday Friday, with the Nasdaq 100 leading and reaching new record highs, after a much weaker-than-expected September jobs report pared bets on further Federal Reserve rate hikes. Chip stocks led the move as Nvidia Corp. (NASDAQ: NVDA ) hit a record high at $237.88 per share. Nonfarm payrolls ros
Micron Technology (NASDAQ: MU ) held its fourth-quarter earnings conference call on Wednesday. Below is the complete transcript from the call. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. View the webcast at Summary Micron Technology reported exceptional fiscal Q4
Brookfield (TSX: BN ) held its second-quarter earnings conference call on Thursday. Below is the complete transcript from the call. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. Access the full call at Summary Brookfield Corporation reported a 15% year-over-year inc
On Thursday, Brookfield (NYSE: BN ) discussed second-quarter financial results during its earnings call. The full transcript is provided below. This content is powered APIs. For comprehensive financial data and transcripts, visit The full earnings call is available at Summary Brookfield Corporation reported a 15% year
Worldsec Limited reported an unaudited net loss of US$490,000 for the six months ended 30 June 2026, versus a loss of US$97,000 a year earlier. The company also said it appointed Elemental Company Secretary Limited as company secretary in September 2026.
Wall Street closed the week riding a semiconductor rebound that pushed the AI infrastructure trade back into favor, even as a spike in Treasury yields tested the rally’s staying power. Advanced Micro Devices Inc. (NASDAQ: AMD ) supplied the week’s biggest milestone. Shares surged as much as 10% on Monday, pushing the c
Elon Musk is preparing another massive expansion of AI computing capacity, saying xAI's Colossus 2 cluster could more than double its current number of Nvidia chips by year-end. The timetable underscores just how aggressively Musk is scaling AI infrastructure across his businesses and gives Nvidia…
By Connor HartElon Musk's artificial-intelligence company, xAI, aims to more than double the count of Nvidia chips at its massive data-center campus near Memphis, Tenn., before the end of the year.xAI has already built a massive data center in the Bluff City, which it calls the world's largest supe…
CPU Fever Please click here for an enlarged chart comparing NVIDIA Corp (NASDAQ: NVDA ) and Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) Note the following: The chart shows that king of AI NVDA has returned 20.11% year to date. The chart shows that commodity ETF PDBC has returned 46.39% year t
HIVE Digital Technologies (NASDAQ: HIVE ) held its first-quarter earnings conference call on Monday. Below is the complete transcript from the call. This content is powered APIs. For comprehensive financial data and transcripts, visit View the webcast at Summary HIVE Digital Technologies reported a 73% year-over-year r
CEO Jensen Huang said on a U.K. trip that he expects Nvidia to sell “twice as many” chips next year, Barron’s reports.
Jensen Huang expects Nvidia to sell roughly twice as many chips next year as this year, signaling AI demand remains strong.
Axe Compute (NASDAQ: AGPU ) held its second-quarter earnings conference call on Monday. Below is the complete transcript from the call. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. Access the full call at Summary Axe Compute reported Q2 2026 revenu
Pennsylvania Governor Josh Shapiro has criticized President Donald Trump ‘s administration for allegedly assisting China in the artificial intelligence (AI) race. Shapiro, speaking at the AI Horizons 2026 Summit in Pittsburgh on Thursday, claimed that the Trump administration’s actions contradicted its own calls for th
CEO Jensen Huang said Nvidia anticipates 2027 chip shipment and sales volumes nearly doubling versus 2026.
Alphabet (NASDAQ: GOOGL ) reported second-quarter financial results on Wednesday. The transcript from the company's second-quarter earnings call has been provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. View the webcast at Summary Alpha
Alphabet (NASDAQ: GOOG ) held its second-quarter earnings conference call on Wednesday. Below is the complete transcript from the call. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. View the webcast at Summary Alphabet's second quarter 2026 revenue
Billionaire activist Dan Loeb ‘s Third Point LLC raised a stake in ASML Holding (NASDAQ: ASML ) in the second quarter. The investor more than doubled its stake in the semiconductor company, increasing it from 12,000 in the first quarter of 2026 to 30,000 as of June 30. Meanwhile, Third Point exited its entire stake in
Oracle reported record first-quarter revenue of $19.3 billion, up 30% year over year, with cloud infrastructure revenue up 121% to $7.4 billion. The company also completed a $20 billion equity issuance and guided Q2 revenue growth of 30% to 34%.
U.S. stock futures were mixed Wednesday, with Dow and S&P 500 futures lower, Nasdaq 100 slightly higher, while Brent crude surged toward $100 after Middle East military exchanges.
Nvidia CEO Jensen Huang said the company’s compute is “fungible, durable and highly rentable,” calling it a productive, revenue-generating asset after an H100 rental-price post cited a 22% monthly rise to $3.28 an hour.
Taiwan Semiconductor said it is sharply increasing equipment purchases and building about 20 factories as AI demand and data-center growth push capacity needs higher.
Broadcom reported record Q3 FY 2026 revenue of $29.6 billion, with AI semiconductor revenue up 221% to $16.7 billion. It guided Q4 consolidated revenue to $34.8 billion and AI revenue to $21.7 billion.
Nvidia reported fiscal second-quarter revenue of $96.22 billion, above the $92.11 billion estimate, with adjusted EPS of $2.22 versus $2.09 expected and third-quarter revenue guidance of $108 billion.
Former hedge fund manager Whitney Tilson said Nvidia shares could double in the next year or two if projected revenue materializes, but he also flagged the risk of an AI bubble burst and rising supply commitments.
Marvell reported record second-quarter revenue of $2.739 billion, raised fiscal 2027 revenue guidance to roughly $12 billion and fiscal 2028 guidance to about $18 billion, then fell more than 8% before Friday's open.
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.
During its second-quarter earnings call, Nvidia leadership rejected criticism that its investments and financing arrangements create circular financing to boost chip demand.
NVIDIA shares rose 7.41% to $225.19 in premarket trading after the company reported second-quarter revenue of $96.22 billion and adjusted EPS of $2.22, both above estimates, and issued third-quarter revenue guidance of $105.84 billion to $110.16 billion.