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NVIDIA has outpaced the broader market over the past year and analysts are highly upbeat on its future growth outlook.
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Celestica's $3 billion raise scared investors, but it funds the AI capacity driving UBS's upgrade, making the selloff look more like an entry point.
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AMD upgraded by Raymond James citing agentic AI demand growth.
AMD could be the AI industry’s best escape route from Nvidia.
Photronics topped fiscal Q3 estimates and raised guidance as photomask demand recovers, with analysts rating shares a consensus Buy and institutions holding 88% of the stock.
AMD EPYC™ processors deliver higher compute performance, faster processing speeds, lower power consumption, and improved efficiency for the Kodiak Driver...
September S&P 500 E-Mini futures (ESU26) are down -0.07% this morning as investors refrain from making big bets ahead of Nvidia’s earnings and the July reading of the Federal Reserve’s preferred inflation...
The S&P 500 Index ($SPX ) (SPY ) closed up by +0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up by +0.30%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up by +0.64%. E-mini...
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Marvell will issue share warrants to Google as part of the deal.
Rumble Inc. secured a $13.7 billion GPU infrastructure deal, prompting revised revenue guidance and raising questions about its Sell rating and elevated short interest.