MarketPulse

AI chip market

2 articles
Investing.comInvesting.com··Timothy Fries

Nvidia Shares Fall Despite Beating Estimates on AI Demand Concerns

Nvidia stock fell 5% despite beating earnings estimates and raising guidance, as investors worry about AI demand sustainability and customer concentration risks.
NVDAAMDMETAGOOGGOOGL+1shareholder returnsearnings beat
The Motley FoolThe Motley Fool··Adam Spatacco

SanDisk Stock Surge Reflects AI Infrastructure Demand Shift

SanDisk stock surged 1,500% post-separation from Western Digital, driven by AI infrastructure demand for memory and storage solutions from hyperscalers building AI systems.
NVDAMETAMSFTSNDKMU+4valuation multiplehyperscalers