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News
Nvidia Earnings Put These AI Data Center Stocks On Investor Watch
2+ week, 4+ day ago (157+ words) Monolithic Power Systems, Inc. Monolithic Power Systems sits where AI power demand, premium pricing and falling margins intersect, yet most attention still goes to GPU vendors. Get the fuller picture, including valuation pressure and insider moves, in the analysis report…...
Jim Cramer Warns NVDA Stock 'Will Tumble' Despite Strong Results if Bears are Right—Flags China, HBM and Data Center Risks
2+ week, 3+ day ago (366+ words) Nvidia Corp. (NASDAQ:NVDA) has become so integral to the artificial intelligence (AI) surge that its earnings could significantly affect the entire market, CNBC’s Jim Cramer stated. Cramer pointed out that Nvidia’s Wednesday results would not solely be evaluated based…...
Brookfield Stock And 2 Alternative Asset Managers Funding AI Infrastructure
2+ week, 3+ day ago (221+ words) Operations: Pershing Square generates all of its US$768.7 million in revenue from asset management activities in the United States. Pershing Square’s concentrated AI exposure and permanent capital structure could be masking a very different risk reward profile than many investors…...
EXCLUSIVE: Nvidia's $2 Billion Synopsys Bet Signals AI's Next Frontier
2+ week, 3+ day ago (478+ words) Nvidia Corp (NASDAQ:NVDA) and Synopsys, Inc (NASDAQ:SNPS) are set to report earnings after the bell Wednesday, putting the companies’ financial results in focus as investors assess the impact of their expanding AI partnership. Nvidia’s $2 billion investment in Synopsys…...
Nvidia Enters Earnings on Its Worst Losing Streak Since 2022 as Jim Cramer Prepares 'a Truckload' of Questions
2+ week, 4+ day ago (527+ words) NVIDIA Corp. (NASDAQ:NVDA) heads into one of its most closely watched earnings reports under an unusual cloud. The AI chip giant has fallen for seven straight trading sessions — its longest losing streak since 2022. The stock has slipped toward a…...
Nvidia's AI Chips Are Making Liquid Cooling the New Standard as Cisco Expands Its AI Bet
2+ week, 4+ day ago (288+ words) Alphabet Inc. Class A Alphabet Inc. Class C Advanced Micro Devices, Inc. Cisco on Tuesday expanded its Secure AI Factory with Nvidia through a partnership with Super Micro Computer, Inc. (NASDAQ:SMCI), adding high-density liquid- and air-cooled GPU systems to…...
Nvidia Could Swing By $257 Billion After Earnings: Here's What Could Really Move the Stock
2+ week, 4+ day ago (477+ words) Nvidia Corp‘s (NASDAQ:NVDA) Q2 fiscal 2027 results, due Wednesday, are this week’s marquee market event. While the company has beaten Wall Street revenue and earnings forecasts for eight consecutive quarters, the stock has dropped the next day in each of…...
Nvidia, Blackwell and AI Spending: 4 ETFs in Focus Ahead of Earnings
2+ week, 4+ day ago (612+ words) VanEck Vectors Semiconductor ETF PowerShares QQQ Trust,Series 1 PHLX Sox Semiconductor Sector Ishares Global X Robotics & Artificial Intelligence ETF For investors who don’t own NVIDIA Corp. (NASDAQ:NVDA) directly, Wednesday’s earnings report could still touch their portfolios. Nvidia is a…...
This Chip Stock Could Overtake Intel by 2027—Wall Street Sees 40% Upside as AI Agents Reshape the CPU Market
2+ week, 4+ day ago (388+ words) Advanced Micro Devices, Inc. Advanced Micro Devices (NASDAQ:AMD) is on track to surpass Intel Corp. (NASDAQ:INTC) in the CPU market, investment firm Raymond James projected. Raymond James upgraded AMD to a strong buy from outperform and also raised…...
SpaceXAI Taps NVIDIA To Build Faster AI Agents
2+ week, 5+ day ago (295+ words) NVIDIA Corp. (NASDAQ:NVDA) said Monday that SpaceXAI will deploy its Vera CPUs to power the next generation of agentic artificial intelligence applications. The partnership will also expand SpaceXAI’s infrastructure for Grok. In addition, the company plans to bring NVIDIA’s…...