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Carvana Co. (NYSE: CVNA ) stock is falling on Thursday in a move that appears to stem from a combination of broader market pressure and profit taking following a rally earlier in the week. The weakness comes as the overall market faces headwinds, with the Nasdaq down 0.12% and the S&P 500 down 0.19%. The Consumer Discr
Jamie McGeever says Meta's Hyperion project bonds have slid and AI ecosystem CDS levels are rising. The column frames the move as a question over whether heavy AI borrowing is becoming excessive.
Rosenblatt analyst Kevin Cassidy reiterated a Buy rating on Nvidia and kept a $390 price target, framing the Hugging Face acquisition as a signal for the chipmaker’s broader AI strategy.
Broadcom is set to report third-quarter results Wednesday after the close, with analysts expecting revenue of $29.36 billion and EPS of $3.24. Investors are watching AI semiconductor revenue, VMware integration and guidance.
Citigroup analyst Tyler Radke kept a Buy rating on Oracle and set a $330 price target, with the call tied to a recent reset in investor expectations after a sharp summer sell-off.
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.
Super Micro Computer Inc. (NASDAQ: SMCI) edged higher in Tuesday premarket trading after Cisco said it expanded its Secure AI Factory with NVIDIA through a partnership with Super Micro.
NVDA price target raised to $352 from $330 at Raymond James Raymond James raised the firm's price target on Nvidia to $352 from $330 and keeps a Strong Buy rating on the shares. Nvidia's CPU business is gaining traction, with revenue expected to grow from roughly 3% of sales today to about 5% by CY28, making it the com
Nvidia reports fiscal second-quarter 2027 results on Wednesday after the close, with Wall Street looking for $2.07 in EPS on $91.91 billion in revenue and options implying a 5.35% move.
Freeport-McMoRan, Glencore and Antofagasta are highlighted as copper-exposed miners in a note that says AI buildout is lifting copper’s role in the sector.
Goldman Sachs keeps a Buy rating and $285 target on Nvidia ahead of Q2 results
CoreWeave Inc (NASDAQ: CRWV ) shares are pushing higher Tuesday as traders position ahead of the AI cloud infrastructure company’s second-quarter results, due after the close. CoreWeave shares are showing limited movement. What’s next for CRWV stock? CoreWeave Heads Into Q2 Earnings After Strong Bookings In Q1 Wall Str
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
Three of the most important stocks in the artificial intelligence trade all set record highs on the same day, June 30. Three weeks later, they are down as much as 28%. Bank of America thinks that drop is the reason to buy them. The bank told clients on Wednesday that the pullback in Applied Materials Inc. (NASDAQ: AMAT
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 finished the week with solid gains as technology shares continued to drive the market higher, offsetting lingering concerns over inflation and interest rates. The S&P 500 and Nasdaq Comp
Advanced Micro Devices Inc (NASDAQ: AMD ) stock traded lower by over 4% during Wednesday’s session as risk appetite cools for high-multiple tech names. The early dip looks tied more to the overnight tone in index futures than to a single AMD-specific headline, with traders leaning defensive into the open. With the stoc
Micron Technology Inc. (NASDAQ: MU ) stock traded flat in Tuesday’s premarket session as investors paused following the stock’s extended rally. The stock remains in a strong long-term uptrend. Nasdaq futures were up less than 0.5%, while S&P 500 futures gained 0.09%. AI Demand Keeps Micron In Focus Micron remained in f