NVIDIA reported a strong fiscal Q2 2027 with revenue up 105.8% and earnings beating estimates, yet its stock trades 11% below its 52-week high. Analysts see a 20% upside to $259.77 driven by robust AI demand and supply constraints limiting production. Management expects 70% revenue growth in fiscal 2028, with bullish forecasts reaching $270 and beyond. Risks include margin pressure from rising memory costs and potential slowdown in hyperscaler spending, but overall the outlook remains positive with high confidence in continued growth.
Nvidia shares are trading at USD 204.43 on Pluang, down 4.32% over the past day and below their 52-week high of USD 239.27. Market activity shows a slight tilt towards selling, with 52% of orders as of Oct 30, 2026 23:21 WIB.
Intel's shares plunged nearly 29% after its Q3 earnings report, which beat estimates but included weak guidance and factory shutdowns. This sharp decline impacted major ETFs like VanEck Semiconductor (5.15% Intel weight) and Invesco QQQ (3.04% Intel ...
Amazon CEO Andy Jassy announced that the company will begin selling its AI chips, known as Trainium, to external customers starting in late 2027. This move could compete with NVIDIA, the current leader in AI chip supply, especially since Amazon has o...
AMD's Data Center revenue surged 107% to $6.72 billion, now 58% of total revenue, driven by strong demand for EPYC processors and Helios AI accelerators. Shares have risen 164.77% year-to-date, supported by major deals with OpenAI, Meta, and Anthropi...
US intelligence alleges a suspected Chinese intelligence asset, Alice Huang, formed a close relationship with NVIDIA CEO Jensen Huang while her company spent billions on NVIDIA chips. The report says US officials briefed former President Trump but to...
Alphabet Inc. introduced its newest TPU 8t and 8i, which offer significant improvements in performance per dollar compared to the previous TPU v7. This advancement leads to lower costs for AI tasks, making Google's TPU offerings among the most cost-e...
