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CoreWeave Stock Surges Over 18% After Earnings, Analyst Says Old Nvidia GPUs Can 'Still Generate Revenue Nearly a Decade Later' (UPDATED)

Editor’s Note: The story has been refreshed with the latest market price action and a revised headline.

Benzinga · Aug 12

AMD Earnings 'Were Good,' Says Analyst Even as Stock Sinks 9% After Hours: Wall Street Wanted a 'Blowout' Forecast

On Tuesday, shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) fell sharply in after-hours trading despite beating second-quarter expectations, as analysts said investors had been looking for a more dramatic AI-driven outlook tied to the company’s Helios platform.

Benzinga · Aug 5

Palantir Stock Soars Nearly 15% After Hours as Company 'Smoked Expectations' on Earnings, but Jim Cramer Questions if 'Old Days' Still Viable

On Monday, Palantir Technologies, Inc. (NASDAQ:PLTR) shares surged nearly 15% in after-hours trading as Wall Street commentators praised the AI software company’s blowout second-quarter results and raised outlook.

Benzinga · Aug 4

Intel Earnings Spark Bullish Reactions as Jim Cramer Calls 'Intel's the One,' Gene Munster Says Investors Can 'Sleep Well at Night'

Intel Corp (NASDAQ:INTC) drew praise from market commentators on Thursday after posting second-quarter results that topped estimates, with investors and analysts focusing on the company’s AI-driven demand, higher capital spending plans and long-term foundry roadmap.

Benzinga · Jul 24

Jim Cramer Says ASML Rally Reflects AI Market 'Mood' as Shay Boloor Calls ASML the 'Toll Road' of the AI Revolution

On Wednesday, ASML Holding N.V.’s (NASDAQ:ASML) strong quarterly results and upbeat outlook sparked fresh commentary from market watchers, with Jim Cramer and Shay Boloor offering different perspectives.

Benzinga · Jul 16

IBM shares plunge 25% after CEO admits company fell behind

The impact on IBM is double,” Constellation Research’s Holger Mueller told Fortune, saying that IBM’s data really “shows the AI pull.

Fortune · Jul 15

Meta Stock Just Surged 21% in 3 Weeks: Shay Boloor Calls It the 'Market's Latest Darling'

Meta Platforms Inc. (NASDAQ:META) has officially transformed from a cautionary tale of extreme capital expenditure into the “market’s latest darling,” following a rapid 20.97% stock rally in roughly three weeks, driven by a radical shift in how Wall Street values the tech giant’s artificial intelligence infrastructure.

Benzinga · Jul 14

Apple Sues OpenAI, Dependence on TSMC, Rise in Prices and More: This Week in Appleverse

It was a busy weekend in the tech world. Here’s a quick roundup of the top stories that you might have missed.

Benzinga · Jul 12

Futurum's Shay Boloor Explains Why Nvidia, AMD, Apple and Broadcom All Depend on TSMC: 'Every Token Ultimately Pays an Invisible Royalty'

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) sits at the center of the artificial intelligence supply chain, making it one of the most important companies behind the industry’s rapid expansion, according to Futurum Equities chief market strategist Shay Boloor.

Benzinga · Jul 9

Micron vs. SK Hynix: Futurum's Shay Boloor Picks MU Over Nvidia's 'Biggest' Provider, Citing 'Wonky' Korean Markets

South Korean memory chip titan SK Hynix is making its Nasdaq debut, giving U.S. investors direct access to Nvidia Corp.’s (NASDAQ:NVDA) top memory supplier. But despite this listing, Futurum Equities’ Chief Market Strategist Shay Boloor is sticking with domestic rival Micron Technology Inc. (NASDAQ:MU), citing structural instability in the Korean…

Benzinga · Jul 9