Except for Nvidia (NVDA), which will report its earnings later this month, all other “Magnificent 7” constituents have ...

Goldman has previously explained that Phase 3 companies are those with the potential to monetize AI through generating incremental revenues, mostly in software and IT services. Phase 2 represents the ...

There was mixed news to start the week from Nvidia’s key supplier Taiwan Semiconductor Manufacturing, or TSMC.

Microsoft Azure, Google Cloud and AWS cloud sales for fourth quarter 2024 includes global market share, total revenue, ...

Nvidia has gained after Amazon, Google, Microsoft and Meta Platforms guided for around $325 billion in capital expenditures in their recent earnings reports.