36% of Nvidia's $35 Billion in Q3 Revenue Came From Just 3 Mystery Customers
Nvidia's total revenue came from just three customers. If those customers pull back on their AI spending, the company's powerful sales growth could grind to a halt. Nvidia recently launched its new ...
US to Introduce New Restrictions on China’s Access to Cutting-Edge Chips
The new limits, which are expected to be announced Monday, are intended to slow China’s ability to build large and powerful ...
Nvidia's Latest Record Quarter Show Its AI Dominance Remains Intact
Last week, Nvidia Corporation (NASDAQ: NVDA) issued its third quarter results, topping both sales and earnings estimates as ...
As Dell's stock slides, here's why bulls are keeping the faith
Yet while Dell shares (DELL) are still up a sizable 63% on the year following Wednesday's open, they've lost some of their ...
Dell stock sinks after company warns AI spending 'will not be linear'
Dell Technologies stock sank Wednesday as the company took a cautionary approach to its fourth quarter guidance, warning that ...
This is the next catalyst that could push Nvidia stock up to 27% higher by January, according to Citi
Nvidia CEO Jensen Huang will deliver the opening keynote at CES 2025 on January 6, followed by a Q&A event for financial ...
The Next Platform1d
Fat Server Spending Props Up Slowing AI Servers At Dell
Just because you are the number one supplier of servers, storage, and PCs in the world does not mean the job of building ...
Nvidia’s Stock Has 70% Potential Upside For 2025
Nvidia beats Q3 revenue by $2B, with 94% YoY growth to $35B. Data center revenue tops $30B. Blackwell’s ramp by mid-2025 ...
HP, Dell's Weak Forecasts Spark Share Selloff, Doubts Over PC Market Recovery
At least three analysts each raised their PTs for Dell and HP, while one brokerage each reduced the stocks' price targets.
The Success of Nvidia's Blackwell Isn't the Only Reason to Buy the Stock
Management expects to ship more Blackwell chips over the next few quarters, as production ramps up. This seems to suggest ...
Nvidia: Blackwell In Full Production, As Promised
Nvidia's data center disruption is expected to drive over 100% revenue growth in fiscal 2025 and beyond. Read why I remain ...
Dell's AI boost derailed slightly by Blackwell transition and slower move to AI PCs
Shares of Dell (DELL) tumbled 11% in after-hours trading, a big move in the wrong director for a company that has seen its shares jump 88% so far this year, as it has become a leading AI-server ...