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During the Q2 earnings call, Alphabet's management updated some details of its financial guidance. Alphabet now plans to spend around $85 billion on capital expenditures (capex) in 2025. Of note, this ...
Nvidia Corporation forecasts $45B Q2 FY2026 revenue, driven by AI innovations like Blackwell GB300. Click for my updated look ...
He argues that Wall Street may be underestimating the scale of AI?driven growth as use cases shift from testing to full?scale ...
On July 10, 2025, Andrew Hill Investment Advisors disclosed in its second-quarter 13F filing with the SEC that it had ...
There’s a strong case to be made for both NVIDIA and Qualcomm heading into Q2. NVIDIA has the momentum, the growth story, and the analyst attention, but it comes with a richer valuation.
Nvidia reported its fiscal first quarter earnings after the bell Wednesday. Nvidia beats on Q1 revenue, warns of $8 billion sales hit in Q2 from H20 export ban [Video] Skip to main content ...
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