AMD’s stock falls despite strong earnings outlook. Is China the reason?
The chipmaker sets September-quarter guidance above Wall Street’s expectations but doesn’t factor in a restart of China sales...
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Britney Nguyen
07:19
Palantir’s stock gains as ‘bombastic’ AI demand fuels an earnings milestone
Quarterly revenue surpassed $1 billion for the first time and accelerated for the eighth quarter in a row...
Britney Nguyen
18:19
Apple’s stock is in a slump. Can anything from earnings help change the mood?
Whether Apple can say enough on AI or tariffs to settle some burning issues remains an open question heading into
Britney Nguyen
23:19
Marvell tried to ease a big investor concern, but the stock’s slump shows that doubts still linger
Investors still have questions about the computer-chip company’s next-generation custom chips for Amazon and Microsoft...
Britney Nguyen
11:19
Here’s why HSBC analysts are giving up their bearish call on AMD’s stock
Saudi Arabia’s $600 billion U.S. investment commitment is one factor that could drive upside in 2026, though the outlook for
Britney Nguyen
08:19
Nvidia’s stock is losing steam, and this week’s earnings could underscore the risks
The chip stock snapped a four-week streak of gains. BofA analysts say this week’s earnings report could include “messy” guidance...
Britney Nguyen
00:19
Cisco says it has a new chip that can make quantum computing useful more quickly
The company announced a new quantum lab and a research prototype chip that it said could make quantum computing possible
Britney Nguyen
06:19
Qualcomm’s stock has outperformed the chip sector this year. Earnings will be a key test.
Analysts will be focused on tariff impacts and Apple-related commentary when Qualcomm reports results Wednesday afternoon...
Britney Nguyen
04:20
Why Nvidia investors shouldn’t worry about Huawei’s new AI chip
An analyst notes that Huawei’s new chip isn’t likely to hold much appeal outside of China...
Britney Nguyen
19:23
Here are the chips that Nvidia can sell to China
After the U.S. placed chip-export controls on China in October 2022 to curb the country’s technological advances, U.S.-based chipmaker Nvidia
