TSMC Reports Better-Than-Expected Sales on Sustained AI Demand
By Debby Wu 10/08/2025 22:39:30 [BN] (Bloomberg) — Taiwan Semiconductor Manufacturing Co. reported a 30% increase in its third-quarter sales as major US tech companies continued to make multibillion-dollar bets on AI. Revenue for the three-month period ending in September totaled NT$989.9 billion ($32.5 billion), according to Bloomberg News calculations based on monthly sales numbers […]
xAI to Raise $20 Billion After Nvidia and Others Boost Round (1)
Summary by Bloomberg AI Elon Musk’s artificial intelligence startup xAI is raising more financing than initially planned, tapping backers including Nvidia Corp. to lift its ongoing funding round to $20 billion. The financing includes equity and debt in a special purpose vehicle that will buy Nvidia processors and rent them to xAI for use in […]
Oracle Is a Buy-the-Dip Opportunity, Analyst Says. How the Stock Could Rise 23%.
Mackenzie Tatananni Barron’s Oct 8, 2025 (Barron’s) — The time has come to buy the dip in Oracle stock, which fell after headlines about the software company’s gross margins sparked concern among investors, analysts say. Shares ended Tuesday’s session down 2.5% after The Information reported that the company was seeing weakness in margins as it […]
Broadcom rides on AI chip demand to deliver upbeat revenue forecast
By Harshita Mary Varghese and Max A. Cherney June 5, 2025 Reuters June 5 (Reuters) – Broadcom (AVGO.O), forecast third-quarter revenue above Wall Street estimates on Thursday, betting on strong demand for its networking and custom AI computing chips. However, the company’s shares fell 4% in extended trading, after gaining about 12% this year, as […]
Nvidia Eases Concerns About China With Upbeat Sales Forecast
Summary by Bloomberg AI Nvidia expects revenue of about $45 billion in the second fiscal quarter, despite new export restrictions costing about $8 billion in Chinese revenue. The company is ramping up production of its latest semiconductor design, Blackwell, and is offering its chips as part of whole computer systems to speed up AI deployment. […]
Lyft shares pop 23% after buyback; CEO says there are no signs of worry with the consumer
Samantha Subin May 9th, 2025 • Lyft CEO David Risher told CNBC’s “Squawk Box” that the company isn’t seeing “anything to worry about” with the consumer. • The ride-sharing company upped its share buyback plan to $750 million and posted better-than-expected gross bookings. • The company said the quarter was its 16th straight period of […]
Disney Raises Profit Forecast on Strong Parks, Streaming
Summary by Bloomberg AI Walt Disney Co. reported fiscal second-quarter results that beat Wall Street estimates and raised its outlook for the full year, citing strong performances from theme parks and streaming TV. The company expects full-year fiscal 2025 earnings to rise 16% to $5.75 a share, driven by faster-than-expected growth at its theme parks […]
AMD beats on earnings but will take $1.5 billion hit to revenue from chip restrictions to China
Kif Leswing May 6 2025 AMD reported first fiscal-quarter earnings on Tuesday that topped expectations, and provided a strong guide for current-quarter revenue. The company’s data center segment, including AI graphics and central processor sales, topped estimates and rose 57%. AMD’s forecast also included $800 million in costs that the company said it would incur […]
Broadcom’s Surging AI Revenue Can Revive Broad Demand Optimism
By Tatiana Darie 03/06/2025 Bloomberg More details from the Broadcom release show that its AI-related sales grew 77% year-over-year to $4.1 billion in 1Q, above expectations of 62%. It also guided for AI semiconductor revenue of $4.4b for 2Q, indicating that AI chip demand remains strong despite worries that disruptors out of China may cause […]
Nvidia Is Firing on All Cylinders. Somehow the Stock Looks Cheap.
Barron’s By Tae Kim Feb 27, 2025 Nvidia CEO Jensen Huang said demand was “amazing” for Blackwell, the company’s latest generation GPU. Rumors of Nvidia’s demise were greatly exaggerated. The AI chip king posted impressive results Wednesday night, and its overall growth prospects look as promising as ever. The stock’s 8.5% decline after earnings makes the opportunity […]