BofA says Nvidia trades at cheapest valuation in a decade despite AI chip demand
BofA Global Research says Nvidia's valuation is the cheapest it has been in ten years, even as the chipmaker heads…
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Alphabet Plans Up to $185 Billion in 2026 Infrastructure Spending, Lifting Nvidia and Broadcom Shares
Google's parent, Alphabet, plans to spend up to $185 billion on infrastructure in 2026, nearly double its 2025 outlay, and…
Eli Lilly raises 2026 guidance after Q2 revenue jumps 48% on Mounjaro, Zepbound demand
Eli Lilly's second-quarter revenue rose 48% year over year as Mounjaro and Zepbound demand kept climbing, and the company raised…
Bank of America keeps $380 price target on Apple as App Store AI revenue grows
Bank of America analyst Wamsi Mohan reiterated his Buy rating on Apple and kept his $380 price target unchanged after…
Alphabet Starts Selling TPU Chips to Outside Customers, Challenging Nvidia
Alphabet has started booking revenue from selling its custom Tensor Processing Units to outside customers, a shift disclosed on its…
