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Nvidia's quarter is as good as investors wanted, says CFRA's Angelo Zino

Nvidia (NVDA) earnings report Q1 2025

Nvidia shares topped $1,000 for the first time in extended trading on Wednesday after the chipmaker reported fiscal first-quarter results that topped analyst estimates. Nvidia’s quarterly earnings report has become a way for investors to gauge the strength of the AI boom that has transfixed markets in recent months. Its strong results on Wednesday suggest...

A quiet meme stock rally? Reddit, GameStop and Supermicro surge

Super Micro (SMCI) Q3 earnings report 2024

Lisa Su, chair and CEO of Advanced Micro Devices, left, and Charles Liang, CEO of Super Micro Computer, speak at the AMD Advancing AI event in San Jose, California, on Dec. 6, 2023. David Paul Morris | Bloomberg | Getty Images Super Micro shares slipped as much as 8% in extended trading on Tuesday after...

Wedbush's Matt Bryson talks the AI chip space

Nvidia supplier SK Hynix reverses losses in first quarter on AI demand

SK Hynix Inc. signage at the company’s office in Seongnam, South Korea, on Monday, April 22, 2024. SK Hynix is scheduled to release earnings figures on April 25. Photographer: SeongJoon Cho/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images South Korean memory chipmaker SK Hynix on Thursday reported a net profit of 1.92 trillion...

Temu still has 'a long way to go' in taking market share from larger incumbent e-commerce players

Meta (META) Q1 2024 earnings

Mark Zuckerberg, CEO, Meta Platforms, in July 2021. Kevin Dietsch | Getty Images News | Getty Images Meta will report first-quarter results after the bell Wednesday. Here’s what analysts are expecting. Earnings per share: $4.32, according to LSEG. Revenue: $36.16 billion, according to LSEG. Daily active users (DAUs): 2.12 billion, according to StreetAccount Monthly active...

Edward Jones says buy Oracle now

Oracle (ORCL) Q2 earnings report 2024

Larry Ellison, co-founder and executive chairman of Oracle Corp., speaks during the Oracle OpenWorld conference in San Francisco on Oct. 22, 2018. David Paul Morris | Bloomberg | Getty Images Oracle shares dropped more than 9% in extended trading Monday after the software company reported fiscal second-quarter revenue and quarterly revenue guidance that fell short...

Nvidia's numbers grew so big so fast investors wonder about sustainability, says Bernstein's Rasgon

Nvidia (NVDA) Q3 earnings report 2024

Nvidia shares moved down 1% in extended trading on Tuesday after the chipmaker reported fiscal third-quarter results that surpassed Wall Street’s predictions. But the company called for a negative impact in the next quarter because of export restrictions affecting sales to organizations in China and other countries. “We expect that our sales to these destinations...

Wedbush's Matt Bryson reacts to AMD's Q3 earnings as stock slips on lower-than-expected guidance

AMD earnings report Q3 2023

AMD Chair and CEO Lisa Su speaks at the AMD Keynote address during the Consumer Electronics Show (CES) on January 4, 2023 in Las Vegas, Nevada. Robyn Beck | AFP | Getty Images AMD reported third-quarter earnings on Tuesday that beat analyst expectations, though the chipmaker issued a weaker-than-expected forecast. Here’s how the company did...

Micron is building the biggest-ever U.S. chip fab, despite China ban

memory chip demand to improve in 2024

general view of visitors are seen at Samsung booth during the chinajoy 2023 at Shanghai new expo center in Shanghai, China on July 28, 2023 (Photo by Ying Tang/NurPhoto via Getty Images) Nurphoto | Nurphoto | Getty Images South Korea’s Samsung Electronics reported Tuesday quarterly operating profit that was better than expected despite dropping 77.6%...

TSMC Arizona's Brian Harrison building out semiconductor infrastructure in Arizona

TSMC earnings report Q3 2023

A man walks past TSMC’s logo at the company’s headquarters in Hsinchu, Taiwan. Sam Yeh | AFP | Getty Images Taiwan Semiconductor Manufacturing Company reported a third-quarter profit of 211 billion New Taiwan dollars ($6.69 billion) on Thursday as weak demand for consumer electronics persists. Even though it was the largest profit decline since the first...