Shares of major chipmakers AMD, Intel, and NVIDIA rose sharply following Super Micro's fiscal Q4 earnings beat, which showed a 78% EPS beat and a massive $60 billion backlog in AI/IT server orders. This backlog signals strong demand for CPUs and GPUs, directly benefiting these chipmakers. The gains build on already significant year-to-date rallies, with Intel up 174%, AMD up 125.5%, and NVIDIA up 20.3%. Investors now look ahead to NVIDIA's upcoming fiscal Q2 report, expecting even higher revenue guidance based on Super Micro's strong order flow.
Broadcom's stock dropped 6% after Bank of America highlighted a potential $370 billion senior debt linked to its AI chip financing vehicle, raising concerns about its off-balance-sheet exposure. Meanwhile, AMD's shares climbed 4% following Baird's bu...
NVIDIA announced a $500 billion financing plan to support AI infrastructure development, signaling strong market confidence. The company reported impressive Q1 FY2027 results, with revenue up 85% year-over-year and strong data center growth. NVIDIA's...
NVIDIA reported $81.6 billion in revenue, up 85% year-over-year, but excluded any China data center compute revenue in its guidance due to export bans, impacting about $20 billion in potential revenue. AMD posted $11.54 billion, up 50%, with a 107% i...
AMD reported strong Q2 2026 results with revenue up 50% to $11.54 billion and data center revenue doubling, yet shares fell due to flat gross margin guidance of 56% for Q3. Despite the pullback, Baird raised its price target to $1,250, citing AMD's g...
Jim Cramer is highlighting semiconductor stocks as key investments due to strong earnings driven by AI infrastructure demand. Major players like NVIDIA, AMD, Broadcom, Qualcomm, and Marvell show varied strengths: NVIDIA and AMD lead in merchant GPU c...
