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JPMorgan analyst offers insights into Q1 earnings season, revealing high premiums on AI stocks and potential opportunities for Nvidia and other companies.
It’s a quiet week on the earnings front with just a handful on big names companies reporting. This week we have Crowdstrike (CWRD), Salesforce (CRM),…
The day is here, but Broadcom has still not yet acquired VMware. The 17-month saga continues. In a joint statement issued on Monday, the two companies - which...
Chipmaker Marvell Technologies posted a fall in second-quarter revenue, as weak enterprise market along with economic uncertainty weighed on demand for its chips and networking hardware. ...
In Q2, hedge fund manager David Tepper added several billion dollars of exposure to mostly technology and semiconductor stocks.