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Analysts Rally to Broadcom After Selloff, Pointing to $73B AI Backlog and $8.2B Q1 Guide

Analysts cite a $73 billion AI backlog to argue the selloff overlooks multi‑quarter demand.

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OpenAI, Amazon Discuss $10 Billion-Plus Investment With Trainium Chip Tie-In

Palantir Lands Roughly $448 Million U.S. Navy Deal as Valuation Debate Escalates

Oracle Faces Funding Test Ahead of Earnings as AI Hardware Market Diversifies

Truist Cuts Salesforce Target to $380, Keeps Buy on Q3 Strength and AI Momentum

Nvidia Gains Fresh Wall Street Boost as Senate Targets Tighter AI Chip Exports

CoreWeave Draws Split Calls as Backlog Strength Collides With Delays, Debt and Volatility

Nvidia Puts $2 Billion Into Synopsys to Embed Its AI in Chip‑Design Tools

Analysts Rally Behind AI Leaders as Backlogs Swell and Competition Intensifies

Alphabet Jumps as Meta Weighs Google TPUs, Pressuring Nvidia

Nvidia’s Blowout Quarter Fails to Quell AI Bubble Jitters

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

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

Nvidia’s Earnings Loom as AI Rally Faces a Market Test

AI Stock Jitters Deepen Before Nvidia’s Earnings Test

Palantir Stock Falls After Blowout Quarter as Valuation Worries and Burry Bet Bite

Palantir Lifts Outlook After Q3 Beat as Shares Slide on Lofty Valuation

Apple, Amazon Lift Futures as Fed Caution and AI Spending Jitters Keep Volatility Elevated

Qualcomm Unveils AI200 and AI250 Data-Center Accelerators as Shares Surge

AI Boom Meets Bubble Warnings as Debate Intensifies