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AI CHIP SALES FORECAST
Microsoft reveals Azure cloud sales in financial reporting shiftMicrosoft said that Azure had $29.4 billion in sales in its most recently ended quarter and $101.9 billion in sales in its most recent fi...- Broadcom raises AI chip forecast as Big Tech keeps writing bigger checksThey have gained about 6% this year, significantly underperforming rivals and the broader semiconductor index, as AI spending concerns an...
- Dell shares jump 11% after strong AI server demand boosts annual forecastOn Wednesday, Dell Technologies experienced a notable surge in its shares, fueled by booming demand for AI servers. Companies such as Dell ...
- Dell again lifts annual forecasts as AI demand powers record resultsDell raised its annual revenue outlook to $192 billion from $167 billion and adjusted earnings per share forecast to $25.50 from its earlie...
- Chinese AI chipmaker Enflame aims to raise $908 million after setting Shanghai IPO priceEnflame Technology, a prominent Chinese AI chip manufacturer, is set to raise over $900 million through its IPO in Shanghai. This initiativ...
- Chinese AI chipmaker Enflame aims to raise $908 million after setting Shanghai IPO priceEnflame is China's latest AI chipmaker to go public as Beijing steps up its tech self-sufficiency drive, with the United States banning e...
- Huawei H1 profit drop quickens to 36% on rising costs, R&D spendingThe Chinese technology company said net profit for January to June fell to 23.81 billion yuan ($3.54 billion), accelerating from a 32% drop...
- SK hynix open to US investment, sees memory shortage through 2030SK hynix CEO Kwak Noh-jung said SK hynix was looking globally for potential sites that could support its development and testing needs, cit...
- Marvell selloff deepens as investors seek clarity on Google AI deal payoffMarvell has become a market darling fueled by the AI spending boom as Big Tech races to adopt custom chips for greater cost efficiency and ...
- US stocks today: US stocks edge higher as Warsh keeps inflation focus in spotlightWall Street edged higher as Fed Chair Kevin Warsh kept inflation and the central bank's 2% target in focus, prompting traders to raise bets...
- Nvidia shares extend gains, jump 7% as blockbuster earnings revive AI trade ,Nvidia shares jumped about 7% after strong quarterly results and a bullish revenue forecast eased concerns over slowing AI spending. The ch...
- Nvidia ignites chip stock rally as forecast shows AI boom is intactNvidia has calmed investor anxieties regarding the AI surge, forecasting a remarkable seventy percent increase in revenue for the upcoming ...
- SK Hynix holds groundbreaking ceremony for $4 billion Indiana AI chip packaging facilityThe facility, at the Purdue Research Park in West Lafayette, is scheduled to begin cleanroom operations in the second half of 2028, accordi...
- Nvidia’s 70% sales growth forecast sends a message to AI doubters. What did CEO Jensen Huang say?Nvidia has forecast a 70% jump in revenue for fiscal 2028, signalling that strong AI computing demand remains intact despite memory supply ...
- Huawei plans for more AI pharma tie-ups, says healthcare presidentThe move highlights Huawei's ambitions to gain a foothold in the fast-growing AI drug discovery market, where pharmaceutical companies are ...
- Nvidia shares rally 5% after stellar Q2; revenue guidance for 2028 tops analyst estimatesNvidia shares jumped 5% in extended trading on Wednesday after the chipmaker reported stellar Q2 results and forecast 70% revenue growth fo...
- Nvidia forecasts 70% sales growth next year, signals AI spending boom has years left to run"AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue," Nvidia Ch...
- Nvidia earnings: Chipmaker forecasts Q3 revenue at $108 billion, above analysts' estimates as Q2 profit, revenue double YoYNvidia earnings: Nvidia forecasts strong third quarter revenue, exceeding analyst expectations significantly. The company sees a trillion-d...
- HP forecasts strong fourth-quarter profit on price hikes, US tariff refundsHP forecast fourth-quarter profit above Wall Street estimates, helped by expected tariff refunds and higher prices for premium and AI-power...
- Nvidia faces growth test as Rubin debut meets AI financing scrutinyThe chipmaker has been the biggest beneficiary of the race to build AI infrastructure. Recently, though, its stock has come under pressure ...
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