Billionaire venture investor Chamath Palihapitiya said on Aug. 20 that earnings growth at the world's largest companies has "literally zero" to do with AI, a claim that clashes with Nvidia's 945% five…
Salesforce reported $11.13 billion in revenue, up 13%, with Agentforce and Data 360 reaching $3.4 billion in AI and data ARR, while ServiceNow grew subscription revenue 24.5% to $3.877 billion and hit…
Oracle Corp. (NYSE:ORCL) trades at $142.07, 42% below the Wall Street consensus target of $246.43, after a 39.6% decline over the trailing year driven by negative free cash flow of $23.686 billion and…
NVIDIA reported Q1 FY27 revenue of $82 billion, up 85% year-over-year, with data center revenue at $75 billion, and guided Q2 revenue to $91 billion, while Micron Technology reported fiscal Q3 revenue…
NVIDIA Corp. (NASDAQ:NVDA) heads into its Aug. 26 fiscal Q2 2027 earnings report with a conservative revenue guide of $91 billion plus or minus 2%, a non-GAAP gross margin of 75%, and a 0.953 implied …
Palantir Technologies Inc. reported fourth-quarter revenue of $1.94 billion, up 92.83% year over year, with EPS of $0.41 beating the $0.28 consensus, while Snowflake Inc. posted product revenue of $1.…
Broadcom Inc. (NASDAQ: AVGO) reported Q2 FY2026 AI semiconductor revenue of $10.80 billion, up 143% year-over-year, and guided Q3 AI revenue to $16.0 billion, with a fiscal 2027 target exceeding $100 …
Texas Instruments (NASDAQ: TXN) reported Q2 2026 revenue of $5.463 billion, up 22.82% year over year, with diluted EPS of $2.14, and declared a quarterly dividend of $1.42 per share, marking its sixth…
The Roundhill Memory ETF (CBOE:DRAM) has roughly doubled since its April 2, 2026 inception, climbing about 107% to about $58, driven by an AI-driven memory upcycle. The fund, with 73% of assets in Sam…
The Roundhill Memory ETF (CBOE:DRAM) faces its biggest risk from structural concentration, with its top three holdings—Samsung Electronics at 24.99%, SK hynix at 24.22%, and Micron Technology at 23.83…
The First Trust Nasdaq Semiconductor ETF (FTXL) is up roughly 76% year to date and about 134% over the last year, closing at $228, but its modified-equal-weight construction has concentrated risk: the…
Meta Platforms CEO Mark Zuckerberg told journalist Alex Heath that he published his recent AI policy op-ed to state his values before Meta releases much more capable AI models in the near future, a si…
Marvell Technology (NASDAQ:MRVL) signed a commercial agreement with Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) to develop custom silicon for Google's TPU ecosystem, including custom accelerators, storage, n…
Broadcom (NASDAQ: AVGO) posted a record $22.2 billion quarter with AI silicon revenue of $10.8 billion, up 143% year over year, while Marvell Technology (NASDAQ: MRVL) reported $2.418 billion in reven…
Billionaire Stanley Druckenmiller's Duquesne Family Office sold its entire stakes in Micron, Intel, and Broadcom in the second quarter, according to a Form 13F filed August 14, 2026, and instead bough…
Exxon Mobil reported $14.5 billion in second-quarter 2026 earnings and $23.6 billion in operating cash flow, while Chevron posted adjusted free cash flow of $15.4 billion and captured 50% more synergi…
Nebius Group stock fell 4% to $214.80 after pricing a $5 billion convertible note offering, while Cloudflare dropped 3% to $282.75 and Snowflake slipped 2% to $319.85 on concerns about dilutive AI fin…
Advanced Micro Devices (NASDAQ: AMD) stock is predicted to reach $650 by August 20, 2027, according to a model cited by 24/7 Wall St., implying a 39.4% gain from its current price of $466.42. The pred…
Micron Technology is investing $50 billion in two advanced memory fabs in Boise, Idaho, which are expected to create about 3,500 direct jobs and turn some employees into millionaires, while straining …
Seagate Technology (NASDAQ:STX) shares have surged 980.57% over five years to $832.56, driven by AI data storage demand for its Mozaic HAMR platform, and 24/7 Wall St. sets a $946.08 price target with…