Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Investors bid up shares of Impinj and Broadcom in an afternoon session following Nvidia’s blowout quarterly results and a revenue outlook that pointed to continuing strength in artificial intelligence infrastructure.
THE APEX TIMES
THE APEX TIMES
A new market note argues that Broadcom is positioned to benefit whether hyperscalers lean toward GPUs or toward custom silicon, with already-booked demand said to extend years.
THE APEX TIMES
The chipmaker’s quarterly results sparked an 8.7% jump in its stock and a reported $442 billion gain in market value, reversing a recent pattern of declines following earnings.
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A new Yahoo Finance take argues that Nvidia’s grip on investor sentiment is starting to show up in broader expectations for corporate profitability, building on its status as the S&P 500’s market-value leader.
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A market report says Huang pointed to a large Nvidia commitment tied to SpaceX as evidence that the company sees value in Musk’s ability to turn ambitious engineering plans into demand for advanced computing.
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A fresh push higher in Salesforce shares is drawing renewed attention to the software sector, though one market commentary argues that the most attractive “setups” may sit beyond the incumbent cloud platform.
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In comments tied to Nvidia’s upcoming results, Adam Curran of Yorkville Asset Management argued the market’s focus should be on the winners of the AI buildout, not who dominates headlines at any given moment.
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The company says it has reached agreements to buy electricity from four wind farms in Sweden, linking renewable power procurement to capacity expansion for its local data center operations.
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CRM stock closed up sharply on Thursday, after investors digested the company’s latest quarterly update the night before.
