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News
Nvidia vs. Broadcom: Which Trillion-Dollar AI Chip Stock Has More Upside After Their Latest Earnings?
14+ hour, 59+ min ago (866+ words) Nvidia is guiding toward 70% revenue growth next year thanks to scaling Blackwell and Vera Rubin CPU shipments. Broadcom expects its AI chip business to continue doubling through 2028 as the company continues to win demand from hyperscalers and frontier labs. While…...
Amazon and 2 Other AI Stocks to Buy With $5,000
7+ hour, 30+ min ago (793+ words) Amazon Web Services revenue rose 37% year over year in the second quarter, the segment's fastest growth in 18 quarters. Taiwan Semiconductor's August revenue set a monthly record, up 53% year over year. Applied Digital's signed leases total about $36 billion in future rent,…...
Magnificent 7 Monthly: Aug 26 - Selling AI beats buying AI
9+ hour, 56+ min ago (204+ words) This report is prepared and/or distributed by Phillip Securities Research Pte Ltd ("Phillip Securities Research"), which is a holder of a financial adviser’s licence under the Financial Advisers Act, Chapter 110 in Singapore. Any opinions, forecasts, assumptions, estimates, valuations and…...
Nvidia and Broadcom Battle for AI Data Center Dominance as Spending Supercycle Accelerates — BigGo Finance
10+ hour, 31+ min ago (563+ words) Broadcom has carved out a different but equally ambitious position. Custom accelerators, known as XPUs, are the primary growth engine. In the last quarter, XPU shipments accounted for 73% of the company's $16.7 billion in AI semiconductor sales. Infrastructure software, bolstered by…...
Missed Out on the AI Revolution? Here’s 1 More Stock to Buy
16+ hour, 38+ min ago (1154+ words) And where to find seven more top recommendations Tom Yeung here with your weekly Sunday Digest. In March 2025, I recommended three blue-chip companies to buy for the AI Revolution: The trio has since performed exceptionally well, which isn’t surprising given…...
Wall Street Analyst Sees Between 19% to 37% Upside in These 5 AI Chip Stocks
22+ hour, 11+ min ago (588+ words) Nvidia and Broadcom are both poised to see strong revenue growth driven by insatiable demand for AI compute power. AMD and Arm Holdings both have big opportunities with CPUs and agentic AI. Marvell is well-positioned in custom chips and optical…...
AI Investing Insights - Official Homepage - Intellectia AI™
1+ day, 2+ hour ago (13+ words) @CL.1 Stock News Today | Earnings, Events & Price Alerts Intellectia AI %40CL.1 News & Events...
Broadcom CEO Hock Tan Says Demand Already Exceeds Broadcom's $115 Billion AI Forecast. Here's What That Means for the Stock. - AOL
19+ hour, 18+ min ago (639+ words) Broadcom's CEO says AI revenue will double in fiscal 2027 -- and double yet again in 2028. Tech companies are tapping Broadcom's custom processors to help train their AI models. Broadcom is guiding for fiscal 2028 earnings of $30 per share -- a sixfold increase from…...
Is It Too Late to Buy Nvidia Stock?
19+ hour, 36+ min ago (775+ words) Nvidia's revenue rose 106% year over year to $96.2 billion in the fiscal second quarter, its fourth quarter in a row of accelerating growth. Management is calling for about 70% revenue growth in fiscal 2028 and says supply, not demand, is what limits that…...
Oracle's AI Chips Ran 97.9% Utilized Last Quarter. For Nvidia, That Is What a Shortage Looks Like.
1+ day, 5+ hour ago (683+ words) Oracle delivered 850 megawatts of AI capacity, containing more than 300,000 GPUs, to customers in its fiscal first quarter alone. Even after those additions, Oracle said GPU utilization across its fleet was 97.9%. GPU capacity that came up for renewal was renewed or…...