Broadcom more than tripled AI chip revenue to $16.7 billion and forecast roughly $230 billion by fiscal 2028 — and the stock still fell. Snowflake jumped more than 20%. HPE posted record revenue and dropped over 3%. Same sector, same tailwind, three different verdicts. Here's what the market is actually pricing now, and why the 10-year Treasury yield matters more to these stocks than the guidance did.

Nvidia reported $96.2 billion in revenue and 117% data-center growth — but the stock only took off after guidance blew past estimates. Here's why the reversal matters, what sticky inflation means for rate expectations, and what to watch at Jackson Hole.