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Analysts Rally Behind AI Leaders as Backlogs Swell and Competition Intensifies

Multi-year compute commitments are propelling the buildout despite rising concerns over customer concentration and supply constraints.

Broadcom Nears $2 Trillion After Goldman Upgrade as Nvidia Seeks to Reassure With Memo

Nvidia Defends AI Lead as Google–Meta TPU Talks Jolt Shares and China Workarounds Surface

Energy Transfer Retains Buy Ratings Despite Q3 Miss

SoundHound AI Lifts 2025 Revenue Outlook After Record Q3 as Losses Widen

Nvidia Defends Its Lead as Reported Meta–Google TPU Talks Hit the Stock

New Analyst Calls Split on Marvell’s AI Outlook, From Strong Buy to Hold

Alphabet Jumps as Meta Weighs Google TPUs, Pressuring Nvidia

BitMine Lifts Ethereum Holdings to 3% After 70K-ETH Week as BMNR Shares Rebound

Cathie Wood’s ARK Buys $24 Million of CoreWeave After Guidance Cut

Nvidia’s Blowout Quarter Fails to Quell AI Bubble Jitters

Cramer Defends Amazon After Redburn Downgrade, Calling Pullback a Buying Opportunity

Nvidia Beats Again, Guides Higher as Markets Whipsaw on AI Spending Jitters

SoundHound Rallies on Nvidia-Fueled Bounce as DA Davidson Reaffirms Buy

Nvidia’s Blowout Quarter Lifts Tech With Q4 Sales Guided to $65 Billion

Berenberg Starts Coverage of CrowdStrike With Hold, Citing Rich Valuation

Nvidia’s Q3 Report Is the Market’s AI Stress Test

All Eyes on Nvidia Earnings as Jitters Grow Over AI Valuations

Palantir Slides as Burry Reaffirms Puts and Analysts Lift Targets

AI Stock Jitters Deepen Before Nvidia’s Earnings Test