Synopsys unveiled autonomous AI chip design workflows with Microsoft and AMD while analysts continue to see substantial upside despite the stock's recent decline.

Axe Compute's expanding pipeline of Nvidia Blackwell AI projects has fueled optimism, but weak financial results and execution risks remain key concerns.

Tesla's earnings miss and delayed production timeline have raised fresh concerns about its AI, robotics, and long-term growth strategy.

Reddit's July 30 earnings will test whether its AI strategy and advertising growth can reignite the stock after a weak 2026.

A Senate investigation has created fresh uncertainty for Amazon just days before earnings, but Wall Street remains focused on AWS growth and AI investments.

Alphabet's $94 billion SpaceX stake highlights strong long-term confidence, while lockup restrictions may help limit near-term selling pressure.

Bank of America says open-source AI models could expand memory demand, reinforcing its bullish outlook on Micron despite MU stock's massive rally.

Government backing boosted X-Energy's AI nuclear story, while analysts continue to see substantial long-term upside despite execution risks.

A potential $10 billion compute-leasing deal with Anthropic could mark Meta's first major step toward generating revenue from its massive AI infrastructure investments.

Apple briefly overtook Nvidia as the world's most valuable company as investors embraced its AI strategy ahead of earnings.