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Despite dominating the cloud computing and artificial intelligence (AI) space, Microsoft (MSFT) stock has gone nowhere. Over the past year, shares have fallen roughly 9.6%, lagging rivals such as Alphabet (GOOG) (GOOGL), whose stock has...
Markets face a reasonably quiet week, but it will be dominated by Wednesday's Nvidia ( NVDA) earnings and Alphabet's two-day developer conference, creating a critical test for AI infrastructure investment sustainability...
Semiconductor forecasts have been raised to 62.7% growth as demand for memory keeps climbing. Computing and data storage are expected to jump 90% year-over-year (YOY) to more than $700 billion. At the same time, global IT spending is...
Once again, the Street is getting aggressively bullish on Nvidia (NVDA) ahead of earnings. This time, however, Wall Street sees something bigger than an earnings beat as an opportunity. Wolfe Research recently reiterated its...