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AI Agents Drive Surge in CPU Demand, Bank of America Forecasts
AI Agents Drive Surge in CPU Demand, Bank of America Forecasts
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Trendline
Midday Stock Movers: Jabil, AppLovin, Apollo, and More
Midday Stock Movers: Jabil, AppLovin, Apollo, and More
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TheStreet
Oracle sends another shocking message to employees
2026 has been a hard year to work in tech, even at companies posting record revenue. Salesforce trimmed its support division nearly in half earlier this year, then quietly cut more jobs in an AI-related shakeup in February. The justification each time is the same: Artificial intelligence made the ...
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TheStreet
Bank of America sends blunt message to Nvidia stock investors
Every few quarters, the debate around Nvidia moves. For a while, it was about whether AI demand was real. Then it was about whether margins could hold. Now, heading into its August 26 earnings report, the question is whether the next product cycle can keep a company already running at this pace ...
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Trendline
Amazon's Cloud Unit Drives Future Growth Amid Stock Stagnation
Amazon's Cloud Unit Drives Future Growth Amid Stock Stagnation
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TheStreet
BofA sends strong message on Nvidia's weak spot
Nvidia (NVDA) stock investors have spent months worrying that the relentless AI boom is leaning too heavily on the chipmaker’s own balance sheet. The AI giant sells the GPUs, but it was also investing in clients and supporting financing structures linked to the same ecosystem, scooping up those ...
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Trendline
CrowdStrike and Palo Alto Networks Stocks Surge Amid AI Security Demand
CrowdStrike and Palo Alto Networks Stocks Surge Amid AI Security Demand
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TheStreet
27-year-old chip stock sees price target slashed despite sales, profit surge
Onsemi has spent several years working through weakness in its core automotive and industrial markets, and its latest quarter gave Wall Street a clearer look at where the next leg of growth could come from. The chipmaker reported second-quarter results on Aug. 3 that showed improving revenue, ...
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Trendline
Nvidia's Upcoming Earnings Report Expected to Surpass Expectations, Driven by New Platform Launch
Nvidia's Upcoming Earnings Report Expected to Surpass Expectations, Driven by New Platform Launch
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Trendline
Mark Cuban Compares Nvidia's Role in AI Boom to Dot-Com Era IPOs
Mark Cuban Compares Nvidia's Role in AI Boom to Dot-Com Era IPOs
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Trendline
Snowflake Commits $6 Billion to AWS for AI Infrastructure Expansion
Snowflake Commits $6 Billion to AWS for AI Infrastructure Expansion
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Bank of America Projects Significant Growth for Csquare in Data Center Market
Bank of America Projects Significant Growth for Csquare in Data Center Market
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