Nutanix’s Rally Has a Bigger Story Than Earnings as AMD’s AI Bet Takes Shape
By Publication Date: 2026-08-28 07:20:00 While Nutanix’s NTNX earnings-driven rally gives reason to look at the stock, Advanced Micro Devices’…
Tag: Bet
IBM Slips as Its $5 Billion AI Security Bet Finds a Builder
By Khac Phu Nguyen Publication Date: 2026-09-09 18:30:00 This article first appeared on GuruFocus. International Business Machines (NYSE:IBM), the enterprise-software…
Broadcom's $230 Billion AI Bet Gets Real
By Pythia Research Publication Date: 2026-09-09 05:36:00 Broadcom expects AI semiconductor revenue to reach $115 billion in FY2027 and $230…
Is Broadcom (AVGO) Making Its VMware Bet Stick With Enterprise AI Clouds?
Broadcom (NasdaqGS: AVGO) and Kyndryl expanded their partnership to focus on secure, AI-ready private and hybrid cloud solutions built on…
Perplexity AI Valuation Hits $30B: Nvidia’s Bet on AI Search
By Gary Davis Publication Date: 2026-08-28 21:32:00 Nvidia is reportedly in talks to invest in Perplexity AI at a valuation…
Nvidia’s AI Chips Are Making Liquid Cooling the New Standard as Cisco Expands Its AI Bet
By Surbhi Jain Publication Date: 2026-08-27 21:31:00 Benzinga and Yahoo Finance LLC may earn commission or revenue on some items…
Apple vs. Microsoft: One Mega-Cap Looks Like the Better Long-Term Bet
By Vandita Jadeja Publication Date: 2026-08-27 14:00:00 Quick Read Microsoft’s P/E of 27 and $678 billion contracted backlog make it…
Earnings Option: Nvidia Bet History
By @moomooApp Publication Date: 2026-08-26 00:00:00 With only 9 observations, this is a recent-history snapshot rather than an estimate of…
Nvidia Eyes Multibillion-Dollar Perplexity Bet
By @varindiamag Publication Date: 2026-08-25 00:00:00 Nvidia is reportedly discussing a major investment in Perplexity as part of a new…
Nvidia’s Next AI Bet Could Be Perplexity
By TradingView Publication Date: 2026-08-24 12:08:00 Selling AI gear has made Nvidia Corp. (NVDA, Financials) rich. It may be investing…