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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...- 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 ...
- Nvidia rises after signaling longer AI spending runwayThe world's most valuable company projected 70% revenue growth next fiscal year and forecast current-quarter sales above Wall Street estima...
- 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...
- AI data centre firm AMI orders 9,000 Nvidia Vera Rubin chipsAM Intelligence (AMI), promoted by Greenko founders, has ordered 9,000 Nvidia Vera Rubin chips as it builds a 5GW global data centre networ...
- 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 ...
- Global Market: AI investment story shifts from spending to picking the winnersThe AI investment debate is shifting toward identifying sustainable winners as spending accelerates. Hyperscalers, semiconductor firms and ...
- Institutional investors reveal cautious approach to tech favorites in US quarterly 13F filingsIn the second quarter, institutional investors made slight reductions in their holdings of prominent tech firms, mainly due to already subs...
- Why did Nebius stock surge after its latest earnings?Nebius shares surged 34% after revenue jumped 454% year-on-year to $582 million, beating estimates. Strong AI cloud demand and improving pr...
- Global Market: China stocks rise on AI optimism; Hong Kong shares mostly flatChinese mainland stocks advanced, led by optical communications and technology shares, as strong AI demand forecasts boosted sentiment. Hon...
- Global Market: Japanese stocks rise as chip rally lifts Topix to record highJapanese equities gained on Thursday, with the Topix hitting a record high and extending its seven-session winning streak. The Nikkei rose ...
- Global Market: SK Hynix, Samsung lead South Korea stocks higher on AI boostSouth Korean shares surged, with the Kospi rising 3.73% to a three-week high, led by chipmakers SK Hynix and Samsung Electronics. Gains fol...
- US stocks: S&P 500 ends higher as CoreWeave results fuel AI optimismUS stock markets closed higher on Wednesday, driven by strong AI infrastructure company earnings. Mild inflation data reinforced expectatio...
- Why US stocks are rising: Nasdaq leads Wall Street higher as AI stocks rally, inflation supports Fed pauseUS stock markets rallied on Wednesday, with the Nasdaq taking the lead in gains. Encouraging earnings reports from AI infrastructure compan...
- Nebius shares soar 22% as AI demand powers revenue beatNebius shares jumped nearly 22% after the AI cloud provider beat revenue estimates, driven by surging infrastructure demand, larger contrac...
- US stocks: CoreWeave, Super Micro surge on signs of sustained AI buildoutCoreWeave and Super Micro have seen their stock prices soar to new heights amid a rising tide of demand for AI infrastructure. CoreWeave ha...
- CoreWeave boosts 2026 spending plan, beats quarterly estimates on AI demand surgeThe AI cloud company also lifted its targets for 2026 revenue and adjusted profit, banking on a ballooning order book, after its revenue ...
- Global Market: Kospi extends winning streak as AI optimism lifts chip stocksSouth Korean shares rose for a third straight session, with the Kospi gaining 3.46% as chipmakers rallied on optimism over strong AI infras...
- Global Markets Today: Asian stocks mixed, oil extends gainsAsian markets showed cautious optimism as crude oil prices experienced slight increases, with eyes on potential agreements in the Middle Ea...
- CoreWeave expands into Indonesia, announces first data center in Asia-PacificAI cloud firm CoreWeave is expanding into Indonesia with three new data centers. This move marks their first data-center presence in the As...
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