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AMD completed a $4.75 billion senior notes public offering across four tranches maturing between 2029 and 2036, with coupons ranging from 4.600% to 5.500%. Proceeds will fund general corporate purpos…
AMD shares consolidated slightly lower, testing key support near the 50-day moving average. Despite short-term price softness, the stock retains strong long-term technical momentum and holds a solid …
Despite strong AI-driven revenue growth, Nvidia shares dropped post-earnings amid concerns that investor expectations may outpace fundamentals and pressure from in-house chip development by customers.
The Iran war threatens supply chains crucial for chip manufacturing, impacting tech giants like Apple amid rising raw material prices and interest rates, while cybersecurity firms may benefit from in…
Meta signed a multi-billion dollar multi-year deal to rent Google's AI chips, enhancing its AI model development amid increasing AI infrastructure investments by tech giants.
Nvidia's AI chip efficiencies, notably Blackwell's up to 50x throughput gain, plus analyst optimism, support a positive outlook ahead of Feb 25 earnings, despite recent stock dips and a challenging m…
Nvidia shares rose on heavy capex from tech giants and OpenAI’s potential $100 billion fundraising, boosting AI-related stocks despite headwinds like chip competition and cost pressures.
Nvidia faces strong demand for AI H200 chips in China with potential $54 billion revenue, boosted by possible US export approvals despite market uncertainties.
J.P. Morgan upgrades Nvidia to Overweight with a $250 target, viewing recent stock weakness as a buying opportunity amid strong AI chip demand and a new AI model release.
Nvidia remains heavily favored by U.S. active fund managers with increasing ownership and solid upside price targets, supported by bullish analyst ratings and strong fundamental fair value estimates.
Analyst favors AMD over Nvidia for long-term AI growth, citing Nvidia's market saturation and AMD's upcoming AI projects and partnerships boosting its growth potential through 2026 and beyond.