1+ hour, 11+ min ago  (12+ words) Nvidia CEO doubles down on AI and stock market verdict AOL.com...

1+ day, 3+ hour ago  (18+ words) NVIDIA’s 75% Margins vs TSMC’s Foundry Gamble: Two Paths to AI Dominance, One Winner AOL.com...

1+ day, 7+ hour ago  (199+ words) Intel stock surged to a record high today, but investors now want to see if AI demand can continue to drive it higher. Adjusted earnings per share came in at $0.29, significantly surpassing Wall Street's consensus estimate of $0.02. Guidance for Q2 also…...

1+ day, 12+ hour ago  (607+ words) After spending much of last year underwater, Apple has come roaring back. Sales of the iPhone continue to gain ground and are taking market share in China. The company was just approved to release Apple Intelligence in China, which could…...

4+ day, 15+ min ago  (553+ words) NVDA net income surged 210% to $58 billion in one quarter, with Q2 revenue guided to $91 billion, excluding any China recovery upside. NVIDIA raised its quarterly dividend 25-fold to $0.25 and authorized $80 billion in buybacks while the stock nears its 200-day moving average. NVIDIA…...

1+ day, 23+ hour ago  (484+ words) Nvidia still has ample growth ahead with Grace Blackwell and Vera Rubin. A potential wave of orders could nearly double Nvidia's business by 2028. A $350 share price is realistically within reach over the next 18 months. If it were easy to predict…...

2+ day, 6+ hour ago  (424+ words) Even Nvidia teams compete for limited AI chips as demand from data centers keeps soaring. Nvidia's automotive chief says Jensen Huang still settles internal fights over scarce AI chips. Its autonomous driving remains a strategic priority despite the AI chip…...

2+ day, 16+ hour ago  (847+ words) SK Hynix claims 56% of the high-bandwidth memory market, far ahead of Micron's market share. The stock debuted right after SK Hynix formed a major partnership with Nvidia. Micron's historical performance could become an indicator for how SK Hynix stock will…...

2+ day, 19+ hour ago  (335+ words) SAN FRANCISCO, July 14 (Reuters) - AI cloud computing company CoreWeave is exploring the use of financial derivatives as a potential hedge against a future drop in memory and storage chip prices, according to a person familiar with the matter. The unusual…...

3+ day, 3+ hour ago  (546+ words) Limited H20 shipments now reach 10 approved Chinese companies, adding incremental revenue to an Nvidia business that no longer depends on China. Hyperscalers replaced China as Nvidia's primary growth engine, more than offsetting the roughly 20% of revenue lost to export restrictions since…...