
Jefferies sees supply constraints driving semiconductor sector
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Nvidia shares rose on Thursday after the chip giant's revenue guidance reassured investors that AI demand will remain strong.
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Qantas shares jumped 4% after the airline reported full-year earnings and introduced new business-class seats amid strong demand for premium travel.
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Nvidia CEO Jensen Huang did it again.
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Salesforce's numbers and guidance were strong. Plus, a new partnership with Anthropic offers another reason for optimism.
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Earlier this year, the bears thought advances in AI models could disintermediate the cybersecurity sector. So far, they've been proven wrong.
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CrowdStrike shares have surged 61% this year to new highs as the threat from frontier AI has fueled demand for advanced security tools.
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