Munster said SpaceX has effectively become a hyperscaler, citing 8 GW of AI capacity expected next year.
Stocktwits
CRWV, NBIS, IREN Stocks Jump Overnight On Nvidia’s Blowout Q2 — But Palo Alto CEO Predicts Neocloud Price Crash Is Coming
Nvidia is offering minimum revenue guarantees to help neoclouds secure financing, while gaining a share of rental revenue.
Stocktwits
NVDA Stock In For ‘Very, Very Fast’ Rally: Analysts Shrug Off Price-Hike Buzz Ahead Of Most-Watched Earnings Report
Traders are watching $195 support and $235.74 resistance after Nvidia fell following five of its past six earnings reports.
Stocktwits
Michael Burry Says Nvidia Q2 Earnings Will Be 'Lights Out' And '100% Of Announced Revenue Is Circular'
Burry warned that the earnings hype could indicate that most FOMO-driven buyers are already invested.
Stocktwits
Melius Research's Ben Reitzes Says Chip Stocks Selloff Was The 'Exclamation Point' — 'Semis Are Ripping, And I Think They Should Be'
During an interview with CNBC, Reitzes said investor concerns over AI returns on investment, open-source models and forced selling had clouded the outlook for chipmakers.
Stocktwits
The Zacks Analyst Blog Highlights SQQQ, PSQ, QID, TECS, BERZ and SOXS
SQQQ headlines a market update as the Fed held rates steady for a fifth meeting while major earnings from tech leaders shaped investor sentiment.
Zacks
Trouble Intensifies for AI-Fueled Tech Rally: Inverse ETFs to Benefit
AI stocks face heightened pressure from rising oil prices and correction fears. Inverse ETFs could benefit from further weakness.
Zacks
PANW vs CRWD vs AVGO: Morningstar Has A 'Top Pick' Trading At A 40% Discount After Earnings
Morningstar called AVGO one of its top tech picks, forecasting nearly $200 billion in AI revenue by fiscal 2028.