Dell’s blowout earnings report is highlighting how the AI buildout is also driving demand for old-school computing...
Posts published by “Britney Nguyen”
A Bernstein analyst sees major upside potential as he assesses the prospects of a sustained boom in memory prices...
The company’s launch of enterprise-focused processors shows that it’s ready to ship high volumes of products made with its new chip technology, an analyst said...
Nvidia and CoreWeave are deepening their relationship in a way that could give the cloud company an edge over rivals...
Intel shared encouraging updates around its PC-chip business this week, but any turnaround for the chip maker is still years away...
Meta is now worth more than Broadcom once again...
Adobe’s stock is cheap and the company is better monetizing AI. But analysts think defeating negative investor sentiment could take some time...
Nvidia has been vocal in refuting budding criticisms, and there’s debate over the merits of its communications strategy...
Not only did Broadcom’s outlook beat expectations, but the company announced a new large AI customer and CEO Hock Tan said he’s sticking around in that job until at least 2030...
The chip company said its record revenue of $2 billion was driven by AI demand for its custom chips, but Marvell didn’t deliver upside on its top line...