It's wildly profitable - Over $3 billion in operating income. It has a partnership with the hottest AI stock on Wall Street.
And Trump has publicly backed it?
MARKET UPDATE
Breaking
September 2, 2025
Chips, Servers, Quantum: How Tech Could Drive September Markets
Earnings volatility and infrastructure demand set the tone for post-Labor Day trading
Must Read
Could This be Trump's #1 AI Stock?
Editor's Note
Market Analysis
With U.S. markets closed Monday, September 1 for Labor Day, investors have a pause to assess where tech is heading. Recent results from chipmakers and infrastructure companies show both strong long-term demand and short-term volatility. Here are five technology stories that could shape September trading.
Trusted Partner Presentation
Nvidia's Quiet $1 Trillion Pivot
Nvidia and its powerful chips are the face of artificial intelligence.
But while everyone's patting Nvidia on the back for record earnings…
It's quietly moved on to the next phase of AI it plans to conquer…
Nvidia recently unveiled essential blueprints for this crucial $1 trillion pivot.
Click here now and find out about the three companies Nvidia absolutely needs to succeed in this vital new AI frontier.
Nvidia's Volatility Masks Blackwell Momentum
Nvidia (NVDA, $173.90, –3.5%) reported Q2 revenue of $46.7B (+56% y/y), well ahead of forecasts, but data-center sales missed expectations for the second quarter in a row. The company projected ~$54B in Q3 revenue while explicitly excluding sales to China, where restrictions continue to weigh on demand. Nvidia also added a $60B buyback authorization.
Nvidia Key Metrics
$46.7B Q2 Revenue (+56% y/y)$54B Q3 Revenue Guidance
$60B New Buyback Authorization
Why it matters: Despite near-term policy risks, analysts believe Nvidia's Blackwell ramp and networking growth could sustain leadership in AI infrastructure. Investors should expect volatility around export-control headlines but may find opportunities on pullbacks.
Marvell's Drop Highlights AI Hardware Risks
Marvell (MRVL, $62.95, –18.5%) lost nearly $12B in market value after guiding Q3 data-center sales to be "sequentially flat." The cautious outlook followed strong Q2 growth (+58% y/y) but underscored the lumpiness of hyperscaler orders. Management suggested stronger results may emerge in Q4.
Why it matters: Marvell's collapse rattled AI hardware sentiment across the sector. While some analysts see room for a tactical rebound if hyperscaler demand resumes, others prefer more diversified names like Broadcom (AVGO).
Trusted Partner Presentation
$5 dividend stock powers AI revolution
- Builds Nvidia's AI servers
- Pays a dividend nearly 2.5x the market average
- AI revenue surpassing iPhone business
Dell's AI Backlog Tells a Mixed Story
Dell (DELL, $122.47, –8.6%) reported $5.6B in Q2 AI server orders, down from $12.1B in Q1. Still, it shipped $8.2B worth and disclosed an $11.7B backlog, with management pointing to a $20B pipeline through 2025. The stock fell on concerns about margin pressure.
Why it matters: Dell offers rare transparency into real AI server shipments. For long-term investors, the backlog suggests demand remains intact, though profitability could take time to recover.
Autodesk Rides Infrastructure Demand
Autodesk (ADSK, $313.26, +8.6%) raised its FY26 outlook after Q2 revenue rose 17% y/y, citing strength from architecture, engineering, and construction clients. As data-center and infrastructure projects expand, Autodesk's planning and automation tools continue to gain traction.
Why it matters: Software tied to physical build-outs may provide a steadier growth path compared with volatile semiconductor earnings. Analysts view Autodesk as a way to participate in AI-driven infrastructure demand without direct chip exposure.
Quantum Computing Gains Early Customers
D-Wave (QBTS) posted H1 revenue of $18.1M (+289% y/y) and launched an AI integration toolkit. Clients now include E.ON, GE Vernova, Nikon, and NTT Data, with Asia-Pacific orders up 83%. The company also reported a $26.5M Q2 loss.
Why it matters: While still speculative, D-Wave is one of the few quantum players with paying customers. Early revenue may give it a head start, but investors should weigh the risks of losses and small scale against the long-term potential of quantum-AI convergence.
Outlook for September
Tech remains at the center of market volatility — from Nvidia's China exposure to Dell's AI backlog and Marvell's guidance miss. With the Federal Reserve's September meeting and new U.S. chip licensing rules approaching, investors should be prepared for sharp moves. The holiday weekend offers time to decide whether to lean into these opportunities or wait for clarity.
✓
Trusted Partner Presentation
President Trump promised to make America the leader of artificial intelligence.
That's why Jeff Brown believes he's about to grant what he calls "national security status" to this little-known company…
Sending shares higher than anyone can imagine.
This is the only company in the U.S. that can mine a metal that's critical to the $100 trillion AI boom.
×
✓
Trusted Partner Presentation
President Trump promised to make America the leader of artificial intelligence.
That's why Jeff Brown believes he's about to grant what he calls "national security status" to this little-known company…
Sending shares higher than anyone can imagine.
This is the only company in the U.S. that can mine a metal that's critical to the $100 trillion AI boom.
×
✓ Trusted Partner Presentation
Our #1 AI Stock has nothing to do with tech
AI is creating a massive energy demand most are not ready for
Nvidia CEO Jensen Huang recently said AI requires "100 times more" power.
That means the best way to invest in AI right now has nothing to do with technology…
And everything to do with energy.
One stock appears to be perfectly positioned to dominate right now…
Thanks to AI's rapidly growing energy demands.
If this article makes sense,
YOU NEED TO WATCH THESE TRENDING VIDEOS BELOW...
Donald Trump just won the election resoundingly. And already, in the first few hours after the news, Bitcoin has skyrocketed. Hitting all-time highs on the first day after the election. But that’s just the start …
Juan Villaverde called the top and bottom of every crypto bull market since 2012. And he says 2025 could be the greatest bull market in crypto history. He believes Bitcoin will go to $150,000 — or more.
But there’s one coin he thinks could go even higher. It’s part of Trump’s special Project Crypto. His plan to make America “the crypto capital of the planet.” This could be his favorite coin.
And it’s definitely one of his vice president’s favorite. Click here to find out more about the coin that makes more than Bitcoin in the 2025 bull market.
Trending Videos
Could This be Trump's #1 AI Stock?
Trump promised to make America the leader of artificial intelligence
Jeff Brown believes Trump is about to grant "national security status" to this little-known company. This is the only company in the U.S. that can mine a metal that's critical to the $50 trillion AI boom. A virtual monopoly with massive potential.
Trump's Favorite AI Energy Stock??
Wildly profitable with billion in operating income
It's wildly profitable - Over billion in operating income. It has a partnership with the hottest AI stock on Wall Street. And Trump has publicly backed it? Get the details on this #1 AI energy stock opportunity.
Stock at the Heart of Robotics Revolution
The Trillion Robotics Revolution Has Arrived
A revolutionary new robot is beginning to emerge. Elon Musk says it will "change civilization as we know it." Microsoft's Bill Gates said, "it will be as revolutionary as the PC." Creating a trillion dollar opportunity for investors.
Disclaimer
TechStockMovers.com, a brand under Market Insiders Media dba, operates under the parent company Sandpiper Marketing Group, LLC. Please be advised that TechStockMovers.com is not registered as an investment adviser or broker-dealer with the United States Securities and Exchange Commission or any state regulatory agency. We rely on the "publisher's exclusion" from the definition of investment adviser as set forth in Section 202(a)(11) of the Investment Advisers Act of 1940, as amended, as well as corresponding state securities laws. Consequently, TechStockMovers.com does not offer or provide personalized investment advice.
The information we provide is based on our opinions, statistical and financial data, and independent research of public information. Our materials are intended for informational purposes only, and no mention of a specific security in any of our content constitutes a recommendation to buy, sell, or hold that or any other security. Any information deemed to be investment opinion is impersonal and not tailored to the investment needs of any individual.
Please be aware that TechStockMovers.com does not promise, guarantee, or imply that any information provided through our websites, newsletters, reports, or printed material will result in profit or loss. We strongly encourage you to seek personal advice from your professional investment, tax, or legal advisors and to conduct your own due diligence and independent investigations before acting on any information we publish or making any investment decision. Only you and your professional advisors can determine the level of risk appropriate for you. Penny stocks, in particular, are inherently speculative investments, and you should be prepared to lose your entire investment.
Employees, owners, and/or writers of TechStockMovers.com may own positions in the equities, options, and/or securities mentioned in our content. However, no associated employees will intentionally engage in any transaction that directly or indirectly competes with the interests of our subscribers. TechStockMovers.com may be compensated for publishing information about companies referred to in our reports, newsletters, and websites, and we provide full disclosure of such compensation.
Furthermore, please note that any content marked as "Sponsor" may be paid for and is not endorsed or warranted by our staff or company. The content in our emails is for educational or entertainment use and is not a substitute for professional advice or an offer to buy or sell any securities. Neither the publisher nor the editors are registered investment advisors (RIA’s) and do not provide personalized counseling. Be sure to conduct your own careful research and consult with your advisors before taking any action based on our content. By opening our emails or clicking any links contained therein, you are reconfirming your opt-in status, which is part of your free subscription.