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CFO Jean Hu raised AMD's estimated AI chip market ceiling to $3 trillion by 2030, projecting data center business to more than double next year. AMD affirmed TSMC as its primary foundry supplier, shu…
AMD shares gained over 3% following robust Q2 results with revenue surging 50% to $11.54 billion and data-center sales doubling. CFO Jean Hu projected a $2 trillion to $3 trillion addressable market …
NVIDIA is set to acquire AI platform Hugging Face for approximately $13 billion, significantly deepening its software moat. Supported by an 80% market share in AI hardware, upcoming Vera Rubin platfo…
Nvidia agreed to acquire AI platform Hugging Face for roughly $13 billion, including a $1 billion employee retention plan. Meanwhile, OpenAI launched GPT-6 Astra, and Federal Reserve Governor Christo…
Nvidia has agreed to acquire open-source AI platform Hugging Face for $12.93 billion to expand its developer ecosystem. CEO Jensen Huang pledged the platform will remain open across hardware and clou…
Broadcom faces heightened expectations ahead of its Q3 earnings report, with options implying a 7% move. Despite competition concerns regarding Google's TPU business, analysts maintain bullish rating…
Micron Technology faces concerns over competition, high capital expenditures, and memory chip commoditization despite soaring AI-driven revenue. In contrast, Nvidia's proprietary CUDA software and st…
ARK Invest sold over $90 million worth of AMD shares despite the chipmaker posting a 50% year-over-year revenue surge. While the fund's divestment raises valuation questions, AMD's doubling data cent…
Nvidia reported stellar earnings last week, significantly beating revenue growth estimates with a robust 70% forecast for fiscal 2028, causing shares to jump 8.7%. This week, investors await earnings…
Rothschild & Co's LongRun Equity Strategy initiated a new position in NVIDIA (NVDA) during Q2 2026. They cite Nvidia's strong competitive moat through the CUDA ecosystem and stable end markets as rea…
Nvidia reported a significant earnings beat, but shares are struggling to react positively. A Seaport Research analyst believes the company's sold-out supply limits future upside surprises, despite s…
Nvidia executives strongly defended the company's investments in AI startups, dismissing concerns about "circular funding." CFO Colette Kress and CEO Jensen Huang argued these partnerships are strate…
NVIDIA projects significant revenue growth through FY27, driven by Data Center and Hyperscale segments across all market platforms.
Nvidia revealed significant financial muscle in the AI sector, reporting $99 billion in existing equity investments and an additional $25 billion in commitments as of late July.
NVIDIA (NVDA) stock experienced a minor pullback, declining by 1.59%. This represents a slight downward adjustment in price for the semiconductor and AI giant.
Analysts highlight Nvidia's rare valuation discount relative to the S&P 500 ahead of Q2 earnings. Raymond James raised its price target to $352, keeping a Strong Buy rating and forecasting Nvidia cou…
Nvidia shares gained over 2% after BMO Capital reiterated an Outperform rating and $340 price target. The firm expects upcoming quarterly revenue to beat consensus by $2-3 billion, driven by sustaine…
AMD surged after Raymond James upgraded the chipmaker to Strong Buy with a $641 price target. The analyst cited AMD's robust positioning to capture outsized market share in the booming server CPU mar…
NVIDIA posted massive quarterly revenue of nearly $82 billion with 75% gross margins and dominant data center growth. Meanwhile, competitor Cerebras reported rapid inference growth and a huge backlog…
Major U.S. indexes slid on Monday as falling artificial intelligence and semiconductor stocks weighed on the market ahead of Nvidia's key earnings report and Jackson Hole commentary.