Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
CEO Hock Tan has not changed his forecast of more than $100 billion in AI revenue by 2027, but the market is now paying a quarter less for it.
Broadcom stock trades 25% below its high even though Hock Tan's 2027 AI revenue guidance of over $100 billion has not moved since June, while the market prices AMD's less-certain AI chip challenge very differently.
Nvidia guided gross margin lower for the next two quarters, a signal analysts say benefits memory-chip maker Micron.
Nvidia's CFO said gross margin will compress over the next two quarters as AI chip costs rise, a dynamic The Motley Fool says makes Micron a beneficiary rather than Nvidia.
The AI lab is now running its compute strategy on two rival chipmakers at once, a month after committing tens of billions to AMD.
Anthropic signed a $45 billion Nvidia-powered compute lease just one month after committing tens of billions of dollars to AMD chips, spreading its infrastructure bet across both major chipmakers.
The chipmaker's results and outlook lifted technology stocks broadly and pulled bitcoin higher in the same session.
Nvidia shares rose 8% after an earnings beat and strong outlook, and the move spilled over into bitcoin and AI infrastructure names.
Component makers and assemblers across Asia reacted unevenly to Nvidia's results, even as the numbers themselves were described as a record quarter.
Nvidia's latest quarterly results triggered a mixed, rather than uniformly positive, reaction among its Asian supply-chain partners.
Amazon's cloud unit expanded its Nvidia order just as the chipmaker's own quarterly results topped estimates, reinforcing the bull case for sustained AI spending.
AWS and Nvidia agreed to deploy 2 million additional GPUs by 2028, announced alongside Nvidia's latest quarterly results, which beat expectations.
Investors held positions steady heading into the report, leaving major benchmarks little changed for the August 26 session.
Major US stock indexes closed roughly flat on August 26 as investors avoided large bets before Nvidia's earnings release.
The push comes as a top BofA analyst projects Nvidia could generate $1 billion in free cash flow every weekday within a year.
Nvidia is encouraging banks to treat AI chips as loan collateral similar to mortgages, a financing structure that would let AI infrastructure buyers borrow more heavily against hardware they already own.
Oil fell on hopes for eased tensions around the Strait of Hormuz even as US stock futures slipped ahead of two closely watched releases.
World stocks edged higher while US futures fell as investors positioned for Nvidia's earnings and the PCE inflation data, with oil prices dropping on hopes of eased Hormuz Strait tensions.
The 50% memory jump comes as chip prices climb industry-wide, a cost investors will watch alongside Nvidia's earnings this week.
AMD's upcoming AI accelerator carries 432 gigabytes of memory, 50% more than its predecessor, arriving just as memory chip prices rise across the industry.
Traders are watching for AI capacity bottlenecks in Nvidia's report as the Federal Reserve's annual gathering adds a second catalyst to the same session.
S&P 500 futures climbed ahead of the August 25 session as investors positioned for Nvidia's earnings release and the Federal Reserve's symposium, two catalysts landing close together.
Nvidia extended losses on August 24 as investors moved into blue-chip names, while Samsung's record-setting shareholder return failed to stop a sector-wide memory stock decline.
Semiconductor stocks fell broadly on August 24, 2026, with Nvidia extending losses and every major memory stock dropping despite Samsung authorizing its largest-ever shareholder return.
With Nvidia due to report and Jackson Hole on the calendar, rates and mega-cap tech risk are both back in focus for a market that has ridden the chip maker's results before.
Nvidia reports earnings Wednesday in what MarketWatch calls a test for a broad universe of companies tied to the AI theme, with bond yields also back in focus ahead of Jackson Hole.
Citi says the chipmaker's stock should rise after results, while another Wall Street voice warns it could fall even on a beat.
Citi expects Nvidia shares to trade higher after its upcoming earnings report, while a competing analysis argues the stock could drop even if the company beats estimates, because expectations have become too demanding.
Cloud giants are now outspending their own cloud revenue on data-center buildout just as Wall Street awaits Nvidia's next earnings report.
Major cloud companies are spending 102% of their cloud revenue on capital expenditures for AI infrastructure, a level flagged as unusual ahead of Nvidia's upcoming earnings.
Analysts are split on whether Nvidia's valuation is stretched or still cheap heading into its report.
Wall Street commentary ahead of Nvidia's upcoming earnings report is divided between arguments the stock is undervalued and warnings that the real test comes only after results land.
A broad chip-sector pullback hit Micron hardest, but analysts covering the stock say the drop looks overdone.
Micron shares fell 7% in a sector-wide semiconductor sell-off, prompting analysts to debate whether the drop is a buying opportunity.
The chipmaker is lining up one of the largest debt raises tied to the AI boom as custom silicon orders swell its backlog.
Broadcom is seeking up to $80 billion in debt financing to support an AI chip deal, one of the largest such raises tied to the current buildout of AI data centers.
Fractile's valuation leaps to $6.5bn on an Anthropic chip deal, SpaceX explores acquiring coding startup Cognition, Bloom Energy cuts fuel-cell installation time 40%, and Coatue's Laffont piles into semiconductors — evidence the AI trade is broadening beyond the incumbent GPU complex.
A cluster of transactions and product news illustrates how AI capital is migrating outward from established GPU vendors into custom inference silicon, distributed power generation, autonomous mobility and developer tooling. The breadth is a bullish structural signal but raises the bar on valuation discipline, with leveraged semiconductor vehicles flagged as poorly compensated risk.
Semiconductor selloff decouples from rates narrative while cybersecurity leaders CrowdStrike and Palo Alto Networks extend declines, signalling broad de-risking in 2026's most crowded growth trades
Intel and AMD each fell roughly 4% and NVIDIA finished flat as the semiconductor complex sold off even as Treasury long-end pressure eased, breaking the rates-driven correlation that has governed tech leadership. CrowdStrike sank 7% despite a Truist price target increase to $245, with Palo Alto Networks off 5%, evidence that positioning — not discount rates — is now the dominant driver.