1+ day, 17+ hour ago   (631+ words) Nvidia and AMD are the two leading GPU designers for artificial intelligence (AI) workloads. Elon Musk has spoken highly about Nvidia's GPUs in the past, and did so again during SpaceX's earnings call. Nvidia GPUs are now used in operations…...

5+ day, 16+ hour ago   (871+ words) AMD's Data Center revenue surged 107%, anchored by a 6GW OpenAI GPU deal, driving the stock up 113% year to date. FY27 EPS estimates jumped from $13 to $15 in 90 days with 33 upward revisions, signaling analyst price target hikes ahead. Hitting $700 by 2027 requires clean Helios execution…...

1+ week, 18+ hour ago   (726+ words) During the most recent fiscal quarter, Nvidia's growth figures showed investors that the AI boom is still in full swing. Key data points, like tokens processed, cloud backlogs, and hyperscaler capex, are showing no sign of slowing. The stock's inexpensive…...

1+ week, 4+ day ago   (392+ words) In the course of two short weeks, tech titans Dell (DELL) and Nvidia (NVDA) have managed to stomp on the bearish AI-is-peaking thesis. The proof is in the numbers, more importantly, the long-term outlook numbers. Dell stock rose nearly 10% in…...

2+ week, 20+ hour ago   (291+ words) Nvidia looks expensive, but its valuation is relatively modest compared with its historical levels given its extraordinary growth. If Nvidia delivers anything close to its 2028 growth expectations, today's stock price could look reasonable in hindsight. The biggest risks for this…...

2+ week, 4+ day ago   (458+ words) AMD has a big opportunity with inference and agentic AI. Meanwhile, Marvell is seeing big growth with optical interconnects and custom AI chips. Two top-performing artificial intelligence (AI) semiconductor stocks over the past year have been Advanced Micro Devices(NASDAQ:…...

2+ week, 6+ day ago   (568+ words) NEW YORK, Aug 25 (Reuters) - Options traders are pricing in a $280 billion swing in Nvidia's market value after the company reports second-quarter earnings on Wednesday afternoon, as investors seek fresh insight into the demand driving the technology sector. The chipmaker's options…...

3+ week, 1+ day ago   (116+ words) Nvidia customers notified about AI-related price hikes above 15%, Bloomberg News reports AOL.com Aug 22 (Reuters) - Some of Nvidia's largest customers have been told prices of servers containing its AI chips will rise by more than 15% in many cases with memory…...

3+ week, 3+ day ago   (381+ words) After meeting with Nvidia (NVDA) leadership, closely watched Bank of America semiconductor analyst Vivek Arya has just one important takeaway. Nvidia's goal is utter AI dominance. "We caught up with NVDA senior management earlier today following their latest $105 billion OpenAI…...

3+ week, 3+ day ago   (528+ words) Advanced Micro Devices had a great second quarter, but Nvidia's could be even better. AMD now has a major premium assigned to its stock compared with Nvidia's shares. If you only looked at their stock prices, then you'd easily assume…...