20+ hour, 24+ 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…...

12+ hour, 40+ min ago   (389+ words) Agentic AI is boosting sales of Dell's computer servers. RBC Capital Markets sees more gains ahead for Dell's stock owners. Shares of Dell (NYSE: DELL) jumped over 8% this past week after analysts highlighted the computer maker's strong artificial intelligence (AI)…...

12+ hour, 55+ 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,…...

1+ day, 2+ hour ago   (360+ words) Salesforce has been aggressively buying back its stock, spending $27.1 billion on repurchases in Q1 alone. The company continued to repurchase and retire shares in Q2. Huge gains for the stock following the company's Q2 report show this was a smart move. Salesforce(NYSE:…...

17+ hour, 49+ min ago   (406+ words) Patent cliff concerns continue to weigh down Bristol Myers Squibb's stock. The pharmaceutical company's management is taking active steps to counter some longstanding headwinds. This is a great stock for income-focused investors, but it's also appealing to growth-minded investors. With…...

19+ hour, 53+ min ago   (501+ words) Shares of fast-food chain McDonald’s have taken a sizeable tumble in response to disappointing sales. It remains to be seen how well or how quickly the reasons for this weak revenue will be shored up. There’s nothing about the current…...

1+ day, 1+ hour 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…...

1+ day, 2+ hour ago   (622+ words) Costco's massive scale, coupled with a limited number of stock-keeping units at its warehouses, results in a notable cost advantage. Same-store sales have steadily increased in the past, indicating a resilient business model. Costco stock currently trades 18% below its all-time…...

1+ day, 4+ hour ago   (398+ words) Lululemon's stock has plunged more than 75% over the past five years. Former Nike executive Heidi O'Neill took over as Lululemon's CEO on Sept. 8. Lululemon(NASDAQ: LULU) and its once iconic yoga pants keep getting stuck in uncomfortable positions. The athleisure…...

1+ day, 15+ hour ago   (413+ words) This tech player has seen its valuation tumble to bargain levels. The company offers investors the stability of a well-established business plus a fresh growth opportunity. All of this has been reflected in these companies' earnings as well as in…...