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FILTERED RESULTS
Tim Cook Has Left 'Big Shoes' To Fill, Says Dan Ives — Gene Munster And Sam Altman React To The Handoff And John Ternus's Rise As Apple CEO
CCE 2026 Wrapped Up with Record-Breaking Global Participation and Innovation
AI Boom Propels Kospi to Record as Tech Giants Defy War Jitters
Fitch projects a slight narrowing in China’s fiscal deficit, which is expected to remain elevated...
SentinelOne Shares Rise Amid Geopolitical Tensions
Fitch Highlights China's Resilience to Energy Shocks Amid Domestic Demand Weakness
Fitch Reports Weak Consumer Confidence in China Affects Domestic Consumption
Fitch: China’s domestic consumption is unlikely to pick up meaningfully in the near term amid weak...
Global Stock Rally Resumes, Oil Dips on Iran Talks: Markets Wrap
Fitch: China is resilient to global energy shocks, though domestic demand continues to be...
Chesapeake Utilities to Host its First Quarter 2026 Earnings Conference Call and Webcast on May 7, 2026
Chinese Copper Output Hits Record on Tailwind From Sulfuric Acid
Robinhood CEO Discusses Personal Definition of Success
Walmart Updates Great Value Brand to Meet Demand for Affordable Options
Morgan Stanley Upgrades UnitedHealth Group to 'Top Pick' with $375 Price Target
Gold edges lower with US-Iran talks, Fed chair succession in focus
Fresh from the Trading Room: Priced for peace
Petronas and Terengganu sign MoU to collaborate on exploring nature-based solutions...
Samsung SDI stock rises sharply, up 14%....
Apple Inc. Set for Leadership Transition as Tim Cook Steps Down as CEO
Amazon.com Named One of the Top Dow Stocks by Bank of America
Marvell Technology Gains $5 Billion in Market Cap Amid AI Chip Partnership Talks
Adobe Launches CX Enterprise AI Platform for Enhanced Customer Experience
Delta Air Lines Adjusts Climate Goals Amid Fuel Supply Challenges
Guggenheim Increases Price Target for Johnson & Johnson
Oil Prices Decline Amid Anticipation of US-Iran Negotiations
Jefferies Increases Price Target for UnitedHealth Group
Indonesia Stock Exchange CEO Emphasizes Ongoing Dialogue with MSCI
Australian Dollar Declines Amid Rising US Dollar Demand
Australian Dollar struggles as safe-haven demand lifts US Dollar-FX...
Fitch Ratings Highlights China's Economic Resilience Amid Weak Domestic Demand
Stocks Surge Amid Geopolitical Tensions
Apple's New CEO Focuses on Product Excellence in AI Era
Honeywell Sells Productivity Solutions Unit to Brady for $1.4 Billion
Argus Research Maintains Buy Rating on Goldman Sachs with $1066 Price Target
KeyBanc Lowers McDonald's Price Target Amid Volatile Outlook
Salesforce and Freshworks Stocks Rise Amid Geopolitical Tensions
monday.com Stock Sees 3.2% Increase Amid Geopolitical Concerns
Yuan Opens Stronger Against Dollar
Apple’s new CEO is a product perfectionist taking on the AI age
Jeff Bezos’ AI lab nears $38 billion valuation in funding deal, FT reports
Sanrio Launches Gaming Brand, Tapping Fast-Growing Global Market
Japan to sell ¥0.25 trillion of JGBs via enhanced-liquidity auction....
Inflation Not Expected to Have Big Impact on Global Economy: Capital Group
Hong Kong retailers leverage scale, sourcing to offset war-driven cost pressures-SCMP...
Japan's Finance Minister Monitoring Financial Market Volatility
Apple CEO Transition Signals Stability in Crypto Engagement
Cerebras Systems Files for Initial Public Offering
BNP Paribas Downgrades QUALCOMM Amid Smartphone Market Challenges
Nvidia's 'Party AIn't Over Yet', BNP Says: The Bull Case Most People Haven't Heard Yet
If there were doubts about Nvidia Corp‘s (NASDAQ:NVDA) AI momentum, BNP Paribas just pushed back—with a line that says it all: the "party AIn't over yet."
And the bullish signal isn't coming from chip demand alone. It's coming from the companies building around it.
The Real Signal Is In The Supply Chain
BNP's latest Asia hardware initiations highlight a key layer of the AI ecosystem—ODMs (Original Design Manufacturers) like Wiwynn, Accton, Hon Hai, Wistron, and Quanta, which assemble and test AI server racks before they reach hyperscalers.
That matters for Nvidia for a simple reason.
"Nvidia recognises revenue when it ships GPU's chips into its ODM partners," the analysts note—not when the finished servers are delivered.
In other words, Nvidia's revenue engine sits earlier in ...
Source: Benzinga