Advanced Micro Devices lags Nvidia in AI design wins, prompting a downgrade to sell. See why AMD stock faces little room to ...

Global semiconductor stocks climbed on Monday after Foxconn posted record fourth-quarter revenue, suggesting the AI boom has ...

Upgrade Nvidia Corporation to a buy due to Blackwell ramp outperformance. Risks understood, beat and raise guidance expected ...

We expect AMD to achieve a top-line compound annual growth rate of 20% from 2024 to 2028. We model revenue to rise 13% in ...

CES should be called the AI Show as Nvidia and an uncountable number of emerging vendors are infusing AI into their future ...

This unstoppable momentum underscores the semiconductor industry’s pivotal role in powering the future of technology. Having said that, chip powerhouse Nvidia ( NVDA) has undoubtedly been the crown ...

Apple has mostly rented access to Nvidia GPUs through the cloud from companies like Amazon and Microsoft, and it is reportedly developing its own AI server ... longer in the room during a meeting ...

Bull markets are often built on themes, and it’s clear which one has been driving the current one’s gains. It’s all about AI, ...

you would be sitting at home right now and you will write a piece of software that runs on the entire data center in the cloud,” Huang said during Nvidia’s earnings call for the second quarter ...

The year 2025 will be remembered as the inflection point, the moment when artificial intelligence transcended its status as a ...