Oracle Just Added $30 Billion in AI Contracts. Nvidia Investors Should Read the Fine Print
Oracle Corporation (NYSE:ORCL) and NVIDIA Corporation (NASDAQ:NVDA) have given investors another huge AI demand signal, but the economics…
Oracle stock trims gains as AI cloud demand outpaces supply
What happened: Oracle (ORCL) trimmed gains after popping more than 2% on Friday. What’s behind the move: The…
Oracle stock pops as AI cloud demand outpaces supply
What happened: Oracle (ORCL) stock rose 2% on Friday. What’s behind the move: The database software company posted…
CSCO Stock Slips After-Hours Even As AI Equipment Demand Drives Q4 Beat
Cisco posted fiscal fourth-quarter net income of $3.86 billion on $17.25 billion in revenue, topping Wall Street expectations.…
Nvidia vs. Navitas Semiconductor: Here’s What Their Revenue Trends Tell Investors About These Artificial Intelligence Companies
Nvidia: Maintaining Consistent Upward Momentum and Expanding Scale in Quarterly Revenue Nvidia (NASDAQ:NVDA) primarily generates its revenue by…
Seagate forecasts upbeat quarter on strong AI-driven storage demand
July 28 (Reuters) – Seagate Technology forecast quarterly revenue and profit above estimates on Tuesday, as the rapid…
NVIDIA CEO Jensen Huang Says the ‘ChatGPT Moment’ Has Already Happened for the Next $50 Trillion Trend
Quick Read Jensen Huang says robotics’ ChatGPT moment already passed, with NVDA posting $82B in quarterly revenue backed…
Alphabet earnings to test confidence in AI spending and the Magnificent Seven (NASDAQ:GOOG)
Google logo on building ©Adobe Stock Images Investors focused on capital spending rather than earnings Alphabet (NASDAQ:GOOG) is…
Taiwan chipmaker TSMC to invest another US$100 bn in Arizona fabs
TSMC’s net profit for April to June surged 77.4 percent year-on-year to NT$706.6 billion (US$22 billion), smashing analyst…
5 Under-the-Radar Stocks Fueling the AI Revolution
Nvidia was the first poster child of the AI revolution. OpenAI turned ChatGPT into a global phenomenon. Google,…
Alphabet’s Google Cloud Backlog Just Hit a Record $462 Billion. Time to Buy the Stock?
Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) is one of the primary artificial intelligence (AI) hyperscalers. Unlike some of the…
These Words From Jensen Huang Signal Something Major Ahead for Nvidia
Nvidia (NASDAQ: NVDA) has become almost a household name in recent years thanks to the artificial intelligence (AI)…