Nvidia CEO Jensen Huang: “AI Agents Mean Boom Time for Software” — Cadence Just Proved It
Jensen Huang says AI agents will boost software companies, not kill them, with Cadence launching a fast autonomous chip design AI.
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Intel, AMD, and Qualcomm Face Nvidia’s Bold Assault on the PC Market
Nvidia launched RTX Spark, a new AI chip for PCs, challenging Intel, AMD and Qualcomm. Stocks moved after the news.
Super Micro Stock Soars on Heavy Call Buying as Taiwan Collaboration Stops Server Smuggling to China
Super Micro stock jumps on strong buying as traders bet higher. Company works with Taiwan to stop illegal chip shipments to China.
IREN Targets $4.4 Billion ARR with $1.6B Blackwell GPU Deal at Childress
IREN signs $1.6B Dell deal for AI hardware, boosting revenue target to $4.4B as it expands data centers by 2027.
Nvidia’s Bullish Vera CPU Comments Send Arm Shares Higher — Jefferies Stays Bullish
Jefferies kept its Buy rating and $290 target on Arm. Nvidia’s $20B Vera CPU sales outlook is positive for Arm royalties and long-term AI CPU growth.
NVIDIA Crushes Q1 2027 Earnings: Record $81.6B Revenue + Massive Q2 Guidance
NVIDIA crushed Q1 2027: $81.6B revenue beat (up 85%). Data Center $75.2B. Strong $91B Q2 guidance, $80B buyback & dividend raised.