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Better AI Chip Stock: Broadcom vs. Nvidia
6+ hour, 27+ min ago (18+ words) Nvidia and Broadcom both benefit from the AI infrastructure boom, but one is still a better stock pick....
Snowflake: Q2 Fiscal 2027 Revenue Rises 35% To $1.55 Billion As Product Revenue Guidance Is Raised
1+ week, 2+ day ago (283+ words) Snowflake reported second-quarter fiscal 2027 revenue of $1.55 billion, increasing 35% year over year, while product revenue increased 37% to $1.49 billion. Remaining performance obligations increased 30% to $9 billion, while net revenue retention was 126%. Snowflake ended the quarter with 828 customers generating more than $1 million in trailing…...
Volato’s AI Merger Gives Alignment Engine 95% and Adds a $7.5 Million Note
16+ hour, 38+ min ago (14+ words) TechStock²...
Broadcom's AI Chip Revenue Grew 221% Last Quarter. A $1,000 Investment a Year Ago Would Be Worth This Much Today.
1+ day, 55+ min ago (802+ words) A $1,000 investment in Broadcom (NASDAQ: AVGO) on Sept. 8, 2025, would be worth $1,070 (including dividends) as of the Sept. 8, 2026, market close. That's a modest gain, but it doesn't reflect what's happening inside the business. In its fiscal third-quarter earnings release on Sept....
Broadcom's AI chip revenue grows 221% in last quarter
18+ hour, 10+ min ago (326+ words) The chipmaker's AI semiconductor business hit $16.7 billion in Q3, now accounting for more than half of total revenue as hyperscaler demand accelerates Broadcom Inc. logo (public domain, Wikimedia Commons) Broadcom just posted fiscal third-quarter results that make even the most optimistic…...
1 Big Reason Vertiv's New Acquisition Could Supercharge Its AI Dominance
1+ day, 18+ hour ago (268+ words) Vertiv recently announced a major acquisition that could help it capture a larger share of hyperscalers' growing capital expenditures....
Oracle to spend $700 million more on restructuring costs as it ramps up AI spending | Company Business News
1+ day, 5+ hour ago (518+ words) By Deborah Mary Sophia Sept 11 (Reuters) - Oracle said restructuring costs, part of a plan that includes job cuts, will rise about $700 million as the cloud company seeks to rein in costs while spending billions to capitalize on booming demand for…...
Marvell targets $30B opportunity in optical networking as AI data centers reshape chip demand
1+ day, 7+ hour ago (355+ words) The chipmaker's pivot from custom silicon to optical interconnects could be its biggest growth lever yet, with revenue forecasts nearly doubling previous guidance. Marvell Technology is best known for designing custom chips, the kind of bespoke silicon that powers everything…...
SpaceX Just Added a $13 Billion AI Revenue Engine
1+ day, 7+ hour ago (250+ words) SpaceX (SPCX, Financials), the rocket and satellite company behind Starlink and Starship, is starting to build a business that looks very different from the one investors first knew. Warning! GuruFocus has detected 1 Warning Sign with SPCX. Is SPCX fairly valued?...
CMCM: Cloud and AI infrastructure and robotics drove growth, offsetting ad revenue declines
2+ day, 1+ hour ago (70+ words) tradingview.com CMCM: Cloud and AI infrastructure and robotics drove growth, offsetting ad revenue declines Q2 2026 saw total revenues decline 9.9% year-over-year but rise 2.7% sequentially, with strong growth in cloud and AI infrastructure and robotics offset by a sharp drop in advertising agency…...