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Marvell has underperformed YTD, down 36%, while broader markets and AI peers like Nvidia reached new highs. See why I rate ...
Broadcom is a buy for AI infrastructure with innovative chips, VMware synergies, and rising demand from data centers driving ...
Key Points Companies whose products are being placed inside data centers are seeing massive growth.Cloud computing providers are also benefiting from the massive demand for artificial intelligence.10 ...
Key Takeaways NVIDIA leads the AI hardware market with strong revenue growth and dominant GPU technology.Broadcom offers stable returns through custom AI chips ...
The Sky Is the Limit Artificial intelligence (AI) is reshaping industries, from healthcare to finance, by enabling unprecedented automation, data analysis, and innovation. Machine learning models, ...
Nvidia remains the dominant AI chipmaker in the market, but where is the stock headed for the rest of this year and into the ...
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Nvidia's GPUs are powering the AI arms race. Nvidia is poised for massive upside if the projection proves to be true. Nvidia (NASDAQ: NVDA) has is now the world's largest company, creating a sizable ...
Telecom operators globally have a large opportunity to expand their business beyond connectivity and become the backbone of AI infrastructure ...
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Shares of Taiwan Semiconductor gained after its Q2 earnings report. Earnings season is kicking off again, and one of the ...
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IQV Q2 Deep Dive: AI Initiatives and Pipeline Growth Drive Outperformance Amid Margin PressuresClinical research company IQVIA (NYSE: IQV) announced in Q2 CY2025, with sales up 5.3% year on year to $4.02 billion. The ...
Analysts tracked by FactSet expect Alphabet to generate $13.1 billion in Google Cloud revenue, which would be up 26.8% from a year earlier. However, Morningstar analyst Malik Ahmed Khan expects growth ...
The latest earnings season will be another test for the "Magnificent 7" tech behemoths, some of which have recovered more ...
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