Welcome to Yahoo Finance's flagship show, The Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, US stock futures pulling back after a record run on Wall Street. All three major indices closing at new highs on Thursday and the Dow in particular closing above 46,000 for the first time. Investors waiting for the latest look at the state of the American consumer when the University of Michigan sentiment index comes out later this morning.And all of this coming with j ...

Core Viewpoint - Super Micro Computer Inc has confirmed the commencement of high-volume shipments of its Nvidia Blackwell Ultra solutions, indicating strong demand and growth potential in the AI server market [1] Company Summary - Super Micro Computer Inc is experiencing an extension of gains in its stock price following the announcement of high-volume shipments [1] - The company specializes in AI server solutions, positioning itself favorably within the growing AI technology sector [1] Industry Summary - The AI server market is witnessing increased demand, driven by advancements in AI technologies and solutions [1] - Nvidia's Blackwell Ultra solutions are expected to play a significant role in enhancing AI computing capabilities, further propelling the industry's growth [1]

Nvidia Corp. NVDA has dramatically outperformed the Magnificent 7 (Mag 7) group since late 2022, surging over 475% in relative performance, buoyed by several catalysts. While peers like Apple Inc AAPL and Tesla Inc TSLA have lagged, Nvidia’s gains have reshaped the tech landscape, turning it from a niche player to the group’s heavyweight.Track TSLA stock here.A price ratio chart comparing Nvidia to the aggregate Mag 7 shows a value of about 0.012 in September 2022, which exploded to around 0.07 by mid-2025 ...

All right, you hear the cheers here as we uh count you down to an opening bell on Friday. Maybe also cheering for the fact that it is Friday. Let's do our last mad dash for the week.Of course, head back down to Kentucky and Mr. . Kramer. What do you got.Right where I am at a beautiful glass factory reporting. David, one of the things that I think is amazing is when you think of semiconductor stocks and what is powering higher, you think of Nvidia. Well, wait a second.Maybe you should be thinking about Micro ...

Nvidia (NASDAQ:NVDA) has reduced its focus on attracting new customers to its cloud computing business, DGX Cloud, according to a report by The Information. Rather, Nvidia plans to use its cloud business more for internal research uses, such as designing new processors or ...

Group 1 - Broadcom Inc. (NASDAQ:AVGO) is highlighted as a key stock to watch in the AI sector, with expectations of $6.2 billion in AI revenue for the fiscal fourth quarter, representing a 66% increase year-over-year [1] - The company has secured $10 billion in AI infrastructure orders from a new customer, believed to be OpenAI, indicating strong demand for its custom chip solutions [1][2] - Broadcom's focus on ASIC (Application-Specific Integrated Circuit) chips positions it well to capitalize on the shift away from Nvidia's monopoly, as major companies seek custom solutions to reduce costs [2][3] Group 2 - Broadcom is recognized for its leadership in custom silicon development, which offers lower costs and better efficiency for specific workloads, making it a beneficiary of the evolving market dynamics favoring custom silicon over merchant chips [3] - The collaboration with hyperscalers to develop high-margin, high-volume custom chips is expected to drive substantial growth in both revenue and profits for Broadcom [2][3]

Core Insights - NVIDIA Corporation's data center business is critical, with Q2 fiscal 2026 revenues rising 56% year-over-year to $41.1 billion, making up approximately 89% of total revenues of $46.74 billion, driven by the Blackwell platform and orders from major hyperscalers [1][10] Group 1: Data Center Business Performance - The near-term outlook for the Data Center business is positive, with ongoing AI factory buildouts and increasing orders from governments and enterprises for AI infrastructure expected to drive demand for NVIDIA's AI chips [2] - The networking business, including NVLink and Spectrum-X, enhances data movement efficiency within AI clusters, making NVIDIA's full-stack approach attractive to enterprises and governments [3] - The U.S. government's approval for exporting H20 AI chips to China is anticipated to further boost Data Center revenues, alongside NVIDIA's development of less powerful Blackwell architecture AI chips for the Chinese market [4] Group 2: Market Position and Competitors - NVIDIA's deep integration of hardware, networking, and software positions it strongly in the AI infrastructure market, with a Zacks Consensus Estimate for fiscal 2026 Data Center revenues at $181.03 billion, indicating a 57% year-over-year growth [5] - Competitors like Advanced Micro Devices (AMD) and Intel are expanding their presence in the AI data center space, with AMD's MI300X GPUs gaining traction and Intel promoting its Gaudi 3 AI chips as cost-effective options [6][7] Group 3: Financial Performance and Valuation - NVIDIA's shares have increased approximately 31.9% year-to-date, outperforming the Zacks Computer and Technology sector's gain of 18.2% [8] - The company trades at a forward price-to-earnings ratio of 32.23, higher than the sector average of 28.62 [11] - The Zacks Consensus Estimate for NVIDIA's fiscal 2026 and 2027 earnings suggests year-over-year increases of about 48.5% and 38.9%, respectively, with upward revisions in estimates over the past 30 days [14]

Group 1: Semiconductor Industry Overview - Semiconductor stocks, particularly NVIDIA Corp., have been significant market winners, with NVIDIA up 32% this year despite a recent trading flat period as the AI rally faces challenges [1] - Broader sector tailwinds have not benefited all semiconductor companies, with some struggling despite positive industry trends [2] Group 2: Texas Instruments (TXN) - Texas Instruments has faced tariff concerns that overshadowed its positive earnings reports in Q1 and Q2, leading to a nearly 10% decline in stock price over the last three months [2][3] - The company primarily focuses on analog chips for consumer sectors, which are heavily impacted by tariffs, particularly in the automotive industry [3][4] - Q3 sales guidance is projected between $4.45 billion and $4.8 billion, which analysts view as tepid, reflecting ongoing tariff impacts [4][5] Group 3: Marvell Technology (MRVL) - Marvell Technology, focused on AI data centers, reported a record revenue of $2.01 billion in Q2, a 57% year-over-year increase, but its stock is down nearly 40% YTD due to poor guidance and high valuation concerns [6][7] - Despite projecting another revenue record of approximately $2.06 billion for Q3, CEO Matt Murphy warned of flat sequential data center revenue, causing an 18% drop in shares post-earnings report [8] - Analysts remain optimistic, with a consensus Buy rating and an average price target of $90.50, suggesting potential for recovery as AI capital expenditures grow [9] Group 4: ON Semiconductor (ON) - ON Semiconductor, like Texas Instruments, is not heavily reliant on AI revenue and has seen its stock decline over 20% YTD due to pressures in the automotive sector [10][11] - The company reported Q2 revenue of $1.47 billion, surpassing expectations, but year-over-year sales declined by over 15%, with automotive revenue down 4% from Q1 [12][13] - A decline in gross margin and cautious guidance reflects challenges in the automotive market, leading to a consensus Hold rating among analysts [14]

Group 1 - Nvidia has reduced its efforts to attract enterprise customers to its cloud service called DGX Cloud [1] - The company plans to primarily use the service for its own purposes, including support for internal researchers [1]

I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA, META, ...