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AMD is accelerating its AI expansion, projecting a $2T–$3T market by 2030 and targeting ~$70B in data-center revenue. Backed by $29B–$30B in supply commitments, new Threadripper hardware, and key inf…
AMD shares surged after Citi upgraded the stock, highlighting its growing opportunities in AI graphics processors. Analysts believe AMD can capture meaningful market share in the rapidly expanding AI…
Nvidia's stock rebounded as fears of Google’s TPU threat eased, supported by analyst upgrades and solid AI demand from major customers like Meta and Microsoft.
Intel secures major investments from Nvidia, SoftBank, and the U.S. government boosting cash but causing share dilution. Despite struggles against AMD and ARM, Intel’s PC and data center segments sho…
Nvidia shares rise on HSBC upgrade and $40B data center acquisition with Microsoft and others, boosted by easing China trade tensions and expanding AI chip markets.
HSBC raised Nvidia's price target to $320, citing easing China GPU trade tensions and expanding AI chip markets, boosting premarket gains and suggesting strong demand recovery potential.