Financial writer downgrades Dell Technologies Inc. from strong buy to hold due to underperforming AI PC and server sales.

Jeff Yass of Susquehanna International Group has been selling Nvidia stock and quietly building a position in its biggest ...

Ed Yardeni, president of Yardeni Research, appeared on CNBC on November 27 to share insights on the market’s anticipated ...

Nvidia generated a record $35.1 billion in total revenue during its fiscal 2025 third quarter, which was a 94% increase from ...

Nvidia beats Q3 revenue by $2B, with 94% YoY growth to $35B. Data center revenue tops $30B. Blackwell’s ramp by mid-2025 ...

Management expects to ship more Blackwell chips over the next few quarters, as production ramps up. This seems to suggest ...

The company is forecasting lower server sales, and blamed the shortfall on enterprise customers that are waiting to snap up ...

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If you want to buy an exascale-class supercomputer, or a portion of one so you can scale up, there are not a lot of places to go shopping because there ...

Super Micro Computer (NASDAQ: SMCI) is a key player in one of the hottest technology fields -- artificial intelligence (AI) - ...

Nvidia (NASDAQ: NVDA) stock has roared higher in recent years -- and it's continued with that momentum this year, as it's ...

Nvidia's next-gen Blackwell chips, launched in November, are gearing up for a production surge starting in early 2025. Strong ...