Topic: ai

Analysts Broadcom raised AI revenue forecast to $115 billion for fiscal year 2027 amid strong quarterly earnings

09/02/2026, 05:36 PM forecast Analysts: analysts ai semiconductors

Broadcom's strong quarterly earnings and optimistic long-term revenue forecasts for its AI chip business have not fully reassured investors, leading to a modest decline in its stock price despite impressive growth figures.

Equinix (EQIX) Capitalizes on AI Data Center Boom with New Nvidia Partnership

09/02/2026, 04:36 PM economy announcement ai software

Equinix has positioned itself as a key player in the burgeoning AI data center market by partnering with Nvidia to offer flexible AI model deployment through its facilities, which has contributed to a significant rise in its stock price and market capitalization.

Jim Cramer: Investors Are Not Abandoning Tech Stocks, Just Seeking Cheaper Valuations

09/02/2026, 04:36 PM review ai software

Investors are not abandoning technology and AI stocks, but are instead shifting away from high-priced stocks in favor of more reasonably valued options, according to Jim Cramer. This trend highlights a selective approach to investment as bond yields rise.

Stock futures remain stable as major averages end three-day losing streaks

09/02/2026, 03:36 PM review ai software

Broadcom Inc. showcased its semiconductor and software products at Interop Tokyo 2026, highlighting the growing importance of AI-driven infrastructure in the tech industry. This event underscores the company's role in advancing internet technologies and its potential impact on future market trends.

Broadcom (AVGO) Shares Drop 5% Following Disappointing Guidance Despite Earnings Beat

09/02/2026, 01:37 PM economy stock_drop semiconductors ai

Broadcom's shares fell 5% after the company provided weaker-than-expected revenue guidance for the upcoming quarter, despite reporting strong earnings and revenue growth for the previous quarter.

Microsoft to Disclose Quarterly Revenue for Azure Cloud Business Amid Reporting Structure Changes

09/02/2026, 01:37 PM announcement ai software

Microsoft's decision to disclose quarterly revenue for its Azure cloud business marks a significant shift in its reporting structure, aimed at providing investors with clearer insights into its competitive position in the cloud market against Amazon and Google.

BlackRock Identifies Income Opportunities Amid Rising Treasury Yields

09/02/2026, 12:36 PM investing research finance ai

As Treasury yields rise, particularly for long-dated bonds, BlackRock identifies opportunities for income generation in selective fixed-income investments, emphasizing the importance of careful credit risk management.

Analysts expect pivotal Oracle (ORCL) earnings amid AI infrastructure enthusiasm

09/02/2026, 11:37 AM business forecast Analysts: analysts ai software

Oracle's upcoming earnings report is crucial for the company and the broader AI sector, as it coincides with heightened interest in AI infrastructure and significant expectations from Wall Street.

Dell (DELL) Stock Surges After Strong Earnings Report, Influencing AI Trade Sentiment

09/02/2026, 08:36 AM economy review ai software

Dell's recent earnings report has significant implications for the AI sector, as its stock performance could influence investor sentiment and valuations in the market.

Berkshire Hathaway CEO Greg Abel Highlights Alphabet’s Role as a Key Player in AI Following $17 Billion Investment

09/02/2026, 05:37 AM growth ai tech

Berkshire Hathaway's CEO Greg Abel highlighted the company's substantial investment in Alphabet, emphasizing its strong position in artificial intelligence, which is crucial for investors to understand the potential growth in this sector.