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DigitalOcean Holdings (NYSE: DOCN ) held its second-quarter earnings conference call on Tuesday. 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 DigitalOcean Holdings reported
Chinese authorities are reportedly probing the use of hardware from Broadcom Inc. (NASDAQ: AVGO ) in state-backed data centres. China’s State-owned Assets Supervision and Administration Commission (Sasac) has been evaluating the prevalence of Broadcom switches in state-controlled data centres to boost domestic reliance
RBC Capital keeps Snap at Sector Perform and reiterates an $8 target, citing Nvidia-powered Specs Intelligence, enterprise XR features, and a Verizon partnership for high-end Specs sales and financing, while flagging ad-spend and engagement headwinds.
Bank of America semiconductor analyst Vivek Arya said Monday's AI-driven sell-off is noise within a secular bull market for semiconductors. He said AI capex could top $3 trillion by 2030 and remained bullish on semis despite near-term volatility.
Treasury Secretary Scott Bessent said the U.S. cannot afford to slow its AI race with China, arguing America must preserve its lead in chips, capital and infrastructure.
Nvidia (NASDAQ: NVDA) faces its August 26 earnings report, with the story noting expectations for a larger share buyback and analysts' estimates for second-quarter revenue, third-quarter guidance and EPS.
Nvidia's AI infrastructure financing plan may be threatened by China's expanding domestic AI computing capacity
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
Google announces new AI chips, posing a threat to Nvidia's market share and affecting other companies like CoreWeave and Nebius. This move may impact the AI and cloud computing sectors.