Broadcom IncAVGO
± 混在需要関連度
AI semiconductor revenue expected at $16B, but earnings not yet reported; impact depends on results.
資産への影響 37
Artificial Intelligence
Broadcom Inc
DocuSign IncDOCU
± 混在需要関連度
IAM platform surpassing $350M in ARR, but earnings not yet reported; impact depends on results.
Credo Technology Group Holding LtdCRDO
± 混在需要関連度
Will provide signals on AI networking and data-center spending; impact depends on results.
Dell Technologies IncDELL
± 混在需要関連度
Will provide signals on AI networking and data-center spending; impact depends on results.
Hewlett Packard Enterprise CoHPE
± 混在需要関連度
Will add insight into AI server demand; impact depends on results.
C3 Ai IncAI
言及
Ambarella IncAMBA
言及
Asana IncASAN
言及
Ciena CorpCIEN
言及
Uipath IncPATH
言及
Cloud & Digital Infrastructure
Cybersecurity & Digital Trust
Consumer Discretionary
Electrification & Mobility
NIO Inc9866
▼ ネガティブ需要関連度
Delivered 107,658 vehicles in Q2, below its guidance.
ChargePoint Holdings IncCHPT
言及
Energy Transition & Power Demand
Health Care
Consumer Staples
Financials
Digital Finance & Tokenization
Robotics & Physical AI
Spatial Computing / AR/VR
Communication Services
Space Economy
Defense & Geopolitical Fragmentation
Critical Materials & Supply Chain
Materials
Sasol LtdSSL
言及