Category: Stock

Nvidia stock gets boost from JP Morgan; analysts look past tepid outlook, hike target price

Analysts at J.P. Morgan are staying bullish on Nvidia, boosting their target price to $215 even as the world’s most valuable company offered a forecast that underwhelmed investors, saying the chipmaker’s expanding AI infrastructure pipeline and product ramps leave “multiple levers at play to drive upside.” Nvidia Corp. delivered record revenue in the second quarter, […]

US stocks fall as Dell, Nvidia drive tech losses

Wall Street’s main stock indexes fell on Friday, pressured by technology stocks such as Dell and Nvidia, while investors parsed inflation data showing tariffs have started feeding into prices. Dell fell 8.4% and led declines on the S&P 500 after the personal computer maker forecast quarterly profit below estimates. The broader technology sector shed 1.7%, […]

Dell shares crash 10% as AI server costs crush margins despite strong demand

Shares of Dell Technologies fell about 10% on Friday, as high manufacturing costs for AI-optimized servers and intensifying competition overshadowed the company’s bullish demand forecast for artificial intelligence infrastructure. The stock is set to lose roughly $8 billion of its $91 billion market capitalization if losses hold. AI server demand remained a bright spot for […]

China’s Alibaba misses first-quarter revenue estimates

China’s Alibaba missed market estimates for quarterly revenue on Friday as the company’s e-commerce business grapples with tough competition and choppy consumer demand, overshadowing gains in its cloud computing business. The company reported total revenue of 247.65 billion yuan ($34.62 billion) in the first quarter ended June, compared with an estimate of 252.92 billion yuan, […]

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