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Finans Cerebras Shares Fall on Nvidia Pressure and Lock-Up Expiry
Shares of the AI chip maker on Nasdaq ended the week with steep losses amid claims about OpenAI workloads and insider selling.
Finans Broadcom Surges on Strong AI Demand Outlook
The chipmaker issued an upbeat forecast for the coming fiscal year, highlighting growing demand from AI labs.
Finans Broadcom Shares Lag as Investors Watch AI Growth Targets
Broadcom is sticking with its forecast for more than $100 billion in AI semiconductor revenue in fiscal 2027, but investors are questioning the delivery timeline.
Finans Nvidia’s Growth Hasn’t Pushed Its Valuation to Extremes
The latest earnings report showed demand for AI chips remains strong, while the forward earnings multiple has stayed relatively contained despite rapid growth.