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ARK Invest continues buying Nvidia shares while also increasing its stake in challenger Cerebras Systems after its post-earnings selloff. Wall Street remains bullish on Cerebras despite margin pressu…
Cerebras Systems beat Q2 sales estimates with 103% revenue growth and issued strong full-year guidance, yet shares fell in after-hours trading, signaling investor caution despite strong AI chip deman…
AMD beat Q2 estimates and issued strong Q3 guidance driven by AI data-center demand, but shares fell 9% after-hours as investors wanted an even bigger beat given the stock's 2x rally this year.
AMD stock fell ~9% after-hours despite record Q2 revenue ($11.5B, +50% YoY) as flat gross margin guidance and surging capex raised concerns over profit growth versus rich 43x forward P/E valuation.
Markets rallied to start August, led by tech and chip stocks, which are seeing a healthy reset. Retail investors are actively buying dips and utilizing short-term options. All eyes are on AMD's upcom…
Micron (MU) faces mixed catalysts: AI boom and cheap Chinese AI models boost demand, while Alphabet's TurboQuant compression tech threatens long-term memory demand. Analysts remain bullish on MU desp…
Columbia Seligman Global Technology Fund outperformed its benchmark in Q2 2026 due to AI-driven semiconductor strength. The fund regretted its underweight position in Advanced Micro Devices (AMD), ac…
Intel stock surged 170% in 2026 but fell 30% from highs. A potential Apple foundry deal signals turnaround hope, though 88x forward earnings suggests overvaluation risk.
AMD shares climbed 4.4% despite a market slide, boosted by an Anthropic partnership and AI-driven server CPU growth. High correlation to S&P 500 makes it an amplifier, not a diversifier, with strong …
Broadcom's AI chip and networking dominance, plus its software business, position it to beat the S&P 500 for a third year despite June's pullback and Alphabet's chip diversification risk.
SK Hynix's HBM dominance (58% market share) and doubling revenue highlight surging AI memory demand, driven largely by its Nvidia partnership contributing 24% of 2025 sales, reinforcing Nvidia's AI i…
AMD's 'Advancing AI' Summit could reveal MI450 and Helios rack system details, positioning it as a lower-cost GPU alternative to Nvidia. AMD stock up 220% YoY vs Nvidia's 18%, with Microsoft expandin…
Nvidia shares rose after a $5 billion strategic move to buy Intel stock and deepen GPU-CPU ties, offsetting earlier China regulatory concerns; analysts remain mixed but many keep bullish targets impl…
Nvidia is investing $5B in Intel to co-develop AI data-center and PC chips; partnership is strategic but non-exclusive, easing Intel’s strain while leaving Nvidia’s core ecosystem intact.
China ordered some tech firms to stop testing and ordering Nvidia's China-specific RTX Pro 6000D; Beijing struck a softer tone while Nvidia's CEO called it tied to U.S.-China tensions. Investors larg…
Nvidia will invest $5 billion in Intel, becoming a major shareholder and forming an AI-focused chip partnership that may weaken rivals like AMD and TSMC while improving Nvidia's political standing wi…
Nvidia will invest $5 billion in Intel and buy stock at $23.28 as the firms partner to build Nvidia-custom x86 CPUs and chip systems for AI and PCs; Intel stock jumped ~31% premarket and Nvidia rose …
CoreWeave disclosed a deal obligating Nvidia to buy up to $6.3B of unsold cloud capacity through April 2032, highlighting deeper ties and sustained demand for Nvidia chips and boosting CoreWeave shar…
Broadcom (AVGO) gained after a disclosed $10B AI chip order from a new customer, signaling customers may seek custom alternatives to pricier Nvidia chips and boosting Broadcom's AI revenue outlook fo…
OpenAI, co-designing a custom AI chip with Broadcom, plans to ship the chip next year to reduce reliance on Nvidia and meet surging compute demand, potentially denting Nvidia's future GPU demand.