Nvidia’s Huge Forecast Puts SpaceX Chip Demand in Focus
Nvidia’s unusually large revenue forecast has Wall Street examining SpaceX demand, while broader AI computing needs remain central to the outlook.
#AI chips
5 articles
Nvidia Earnings Loom After Tech Selloff Shakes Markets
Nvidia’s coming results could test AI optimism after a technology-stock selloff, while investors also wait for fresh Federal Reserve signals.
SK Hynix Surges 8% on Record $28.6 Billion Buyback
SK Hynix shares rebounded 8% after a record $28.6 billion buyback plan, putting shareholder returns and chip-stock valuations back in focus.
AI Chip Stocks Pull Back as Yields Test Expectations
Micron and other AI chip stocks are retreating as high expectations, elevated Treasury yields and questions about AI spending unsettle investors.
Cerebras Comeback Test: Why Its New AI Chip Matters
Cerebras is betting a new specialized chip can revive its post-IPO stock by serving AI agents faster than traditional graphics processors.