How Nvidia is creating a $1.4T data center market in a decade of AI
Currently, we estimate that Nvidia accounts for roughly 25% of the entire data center segment. Our view is that Nvidia will retain that leading share throughout the forecast period — assuming it ...
Intel Arc B580 GPU Re-Review: Old PC vs New PC Test
Intel's Arc B580 debuted as a budget-friendly GPU champion, but new data reveals performance struggles with older CPUs. Our ...
Most of the 'Sweet 16' stocks have dominated. They might do it again in 2025.
In a note to clients on Sunday, Jefferies analyst Steven G. DeSanctis estimated that for 2025, the Sweet 16 would show an aggregate earnings increase of 21.5%, with a median increase of 15.8%. For the ...
Nvidia, chip stocks drag tech lower as new Biden export rules, jobs report weigh
The Biden administration's proposal would put more pressure on companies like Nvidia to crack down on where resellers ultimately send their chips.