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NVDA, AMZN, META, AIRT, and CRWS showcase diverging growth paths, from AI-driven momentum to deep-value turnaround plays.
Key Takeaways NVIDIA leads the AI hardware market with strong revenue growth and dominant GPU technology.Broadcom offers stable returns through custom AI chips ...
The artificial intelligence (AI) market expanded rapidly in recent years as new generative AI platforms like OpenAI's ChatGPT changed how companies process data, automate tasks, and serve their ...
According to a report from DigiTimes, the reason for the delay has been attributed by a mix of industry-level and technical ...
South Korean AI chip startup FuriosaAI scored a major customer win this week after LG's AI Research division tapped its AI ...
Micron is on track to generate almost 100% YoY growth in HBM revenues and continued high growth in FY26. Read more on why MU ...
BABA expands Alibaba Cloud's global partner base, fueling AI adoption and revenue growth amid fierce tech competition.
Customer concentration is an issue. In Q1 FY’26, Nvidia disclosed that one customer accounted for 16% of revenue and another ...
A long history of innovation, gale-force secular tailwinds, and its dominant position could drive the industry leader to new ...
Nvidia Corporation forecasts $45B Q2 FY2026 revenue, driven by AI innovations like Blackwell GB300. Click for my updated look ...
Despite being hindered by years of U.S. trade restrictions, Huawei has quietly emerged as one of China’s fiercest competitors ...