Browsing Tag
NVIDIA
285 posts
Nvidia (NVDA) enters the Windows PC market with Microsoft (MSFT) as Intel shares tumble
Microsoft and Nvidia will launch the first Windows PCs running Nvidia's N1X chip next week, per Axios. MSFT rose 5%, Intel fell 5% as the x86 era faces a new threat.
Micron Technology ($MU) joins the $1tn club as analysts split over whether memory has changed forever
Micron Technology, UBS, Timothy Arcuri, Susquehanna, Mehdi Hosseini, SK Hynix, Samsung, Sanjay Mehrotra, Nvidia, Counterpoint, Nasdaq
Dell Technologies (NYSE: DELL) raises FY2027 outlook to $169bn as AI infrastructure demand accelerates
Dell posted record $43.8B revenue, AI server sales up 757% and raised FY27 guidance to $169B. The stock surged 33% to an all-time high as the AI build-out accelerates.
Beneath the semiconductor rally, Qualcomm faces erosion as Wolfspeed rides an AI repricing
Qualcomm and Wolfspeed fell together in a chip selloff, but one faces Apple share loss and the other is an AI-driven turnaround as Marvell sets a record. Read more.
Jensen Huang moves to lock in Nvidia ($NVDA), SK hynix and TSMC as the AI memory and logic axis
As memory becomes the AI bottleneck, Jensen Huang moves to lock in Nvidia, SK hynix, and TSMC supply while committing $150B a year to Taiwan. Read more.
Scottish Mortgage (LSE: SMT) delivers 27.4% NAV return as SpaceX nears IPO and AI buildout reshapes the portfolio
Scottish Mortgage returns 27.4% as SpaceX swells past 19% of assets and shares jump to a 52-week high premium, turning SMT into a leveraged bet on one IPO.
BT Group raises dividend and rebases payout policy as Openreach fibre scale offsets revenue decline in FY26
BT Group raised its dividend and lifted profit 8%, yet BT.A fell 5% on a churn scare. The real test is whether the £3bn cash flow promise arrives.
Analog Devices (ADI) delivers 37% revenue growth and doubles operating income, third quarter outlook tops Street
ADI posts record $3.62B Q2 FY26 revenue, doubles operating income, raises Q3 outlook to $3.9B, and bets $1.5B on Empower for AI power delivery. Read more.
Dell Technologies expands NVIDIA AI Factory strategy as enterprises face the real cost of agentic AI
Dell Technologies expands its NVIDIA AI Factory push to local agents, AI data and rack systems. Find out what it means for enterprise AI.
Analog Devices (ADI) to acquire Empower Semiconductor for $1.5bn, betting on vertical power delivery as AI’s next strategic bottleneck
Analog Devices is paying $1.5 billion in cash for Empower Semiconductor as AI's power-delivery bottleneck reshapes the chip-supplier hierarchy. Read more.