3+ hour, 49+ min ago   (467+ words) Arm Holdings plc ARM and NVIDIA Corporation NVDA are both major beneficiaries of the AI computing boom, with their technologies increasingly intertwined across data centers and next-generation computing platforms. AI Momentum Balances Arm’s Execution Risks Arm’s first-quarter fiscal 2027 results demonstrated…...

9+ hour, 35+ min ago   (242+ words) Critical IT capacity expected to increase more than five times from approximately 1.5 MW to approximately 8 MW by year-end 2026 Right of first refusal on an additional 12.5 MW expansion opportunity at the Midwest site provides potential pathway to more than 20 MW of…...

6+ hour, 43+ min ago   (1109+ words) India found itself in similar circumstances last year. In January 2025, the US decided to regulate global access to Nvidia Corp.'s high-performance computing chips. India was grouped along with Israel, Singapore and a few other countries on a list allowing…...

16+ hour, 6+ min ago   (161+ words) TradingView Weekly Recap: SAP cloud revenue growth and rising buyback SAP SE Sponsored ADR (XETR:SAP) rallied after Q2 cloud revenue beat with $6.28B (+24% YoY cc) and a $22.93B cloud backlog (+26% YoY) even as profit guidance was trimmed; the company also repurchased 50,000 shares Aug…...

4+ day, 8+ hour ago   (740+ words) NVIDIA NVDA gave a sweet surprise to investors Wednesday, projecting about 70% revenue growth in fiscal 2028. This is well above Wall Street's current forecast of roughly 43% growth and about $570 billion in revenues. If NVIDIA achieves the projected growth rate, fiscal 2028 revenues…...

5+ day, 6+ hour ago   (405+ words) Visibility is also strengthening in Advanced Computing. Management said bookings in the AI Infrastructure business generally convert into revenues within three to six months, providing an advantage heading into fiscal 2027. Penguin Solutions also indicated it has “pretty good visibility” into…...

5+ day, 4+ hour ago   (29+ words) TradingView MRVL: Connectivity and custom silicon drive early-stage AI infrastructure growth and innovation More news from Quartr...

5+ day, 6+ hour ago   (125+ words) The Case for APLD Stock The Case for CRWV Stock CRWV & APLD’s Share Performance Trajectory In the past month, CRWV has surged 24.4% while APLD is up 9.4%. CRWV trades at a forward 12-month price-to-sales (P/S) ratio of 1.93, below APLD’s 8.01. How Do…...

5+ day, 5+ hour ago   (83+ words) TradingView MRVL: Connectivity and custom silicon are driving early-stage AI infrastructure growth and innovation AI infrastructure is rapidly evolving, with connectivity emerging as the key bottleneck as deployments move beyond the data center. Strategic acquisitions and advances in optical and…...

5+ day, 13+ hour ago   (72+ words) TradingView Hyundai Motor Company: Raised 2030 targets, electrification, and global expansion drive record growth and innovation Record financial results and raised 2030 targets highlight a focus on electrification, regional localization, and new product launches. Major investments in AI, battery safety, and robotics…...