AI and chips remained China's most preferred investment themes in August, with 73% of surveyed fund managers picking them, up from 60% in July, according to BofA Global Research's August Asia Fund Man…
CoreWeave is set to report second quarter earnings on Tuesday, with analysts expecting an adjusted loss per share of -$1.18, down 339% year-over-year, and revenue projected to climb 111% to $2.5 billi…
Amazon is set to report Q2 earnings on Thursday, with Wall Street focused on AWS growth amid heavy AI spending. Analysts project AWS revenue of $40.5 billion, up 31% year over year, as investors weigh…
Microsoft will report its fourth quarter earnings after the bell on Wednesday as investors question the company's AI spending and look for signs of strong returns on its massive investments. The compa…
Analyst estimates from BofA Global Research and Morgan Stanley project an NVIDIA Rubin Ultra rack costing nearly $21 million, with HBM4e memory alone accounting for about $1.5 million per rack. The fi…