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Nebius' explosive AI growth, hyperscaler deals and massive infrastructure expansion are giving Nvidia investors fresh signals about AI compute demand ahead of earnings.
President Donald Trump arrives in China for a high-stakes meeting with President Xi Jinping, bringing with him a roster of corporate CEOs.
Arm Holdings (ARM) jumps 5% as chip stocks rally. Investors eye US-China AI policy and Jensen Huang's Beijing visit. Read the latest.
BofA nearly doubled Micron's price target to $950 and raised Nvidia, AMD, Marvell, and Coherent. Memory pricing is the story.
The first US-listed photonics ETF debuts as Lumentum, Coherent and AAOI fly. 15 of EUV's 40 holdings are already up over 100% YTD.
Cerebras Systems prices Wednesday night in the biggest IPO of 2026, with Polymarket traders betting the AI chipmaker pops past $50 billion on day one.
SanDisk stock gains as Nvidia's CEO joins Trump's in China. See how a $32.80 EPS estimate is driving the chipmaker toward new highs.
AMD discloses a new position in Marvell Technology in its latest 13F filing, revealing a stake that has already delivered a sharp paper gain.
Nvidia's earnings are becoming a major macro event as AI, hyperscaler capex, market concentration increasingly drive Wall Street sentiment.