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Nvidia CEO Jensen Huang declared AGI has arrived following OpenAI's GPT-6 Astra release, which was trained on over 100,000 Grace Blackwell chips. Huang revealed OpenAI plans to deploy 400,000 more GP…
Super Micro projected robust FY27 revenue up to $72 billion, topping estimates behind soaring demand for Nvidia-powered AI servers. Despite massive growth and record backlogs, ongoing export control …
Intel's Arc Pro B70 GPU prices surged up to 48% across global markets amid strong AI demand and rising memory input costs. Intel also delivered strong quarterly earnings, beating revenue and EPS esti…
Bank of America reports a widening divergence between AI winners and losers. AI hardware and infrastructure leaders like Nvidia and Alphabet are generating massive revenue and EBITDA growth, whereas …
SK Hynix approved a record $28.6 billion share buyback and cancellation while lifting future shareholder return targets. The key Nvidia supplier continues aggressive capacity expansion across new DRA…
Top hedge funds including Point72 and Millennium built massive stakes in Lattice Semiconductor following 62% revenue growth and surging AI server demand, despite Stanley Druckenmiller's full exit. St…
Surging AI data center demand and persistent high-bandwidth memory shortages are projected to fuel massive revenue growth in the semiconductor memory sector through 2027, reinforcing the sustained ex…
UBS reiterated a Buy rating and a $280 price target for Nvidia, expecting fiscal Q2 revenue to beat guidance by several billion dollars. Strong Blackwell demand and early Rubin shipments underpin pro…
ASE Technology raised 2025 capex by $2B to $10.5B on strong AI-driven packaging demand, with subsidiary SPIL supplying Nvidia's AI chips, signaling robust semiconductor and AI hardware growth.
Nvidia is expanding into humanoid robotics with its new Halos software and IGX Thor hardware. By leveraging self-driving tech to enhance robotic safety and perception, the company eyes a potential $2…
Marvell Technology shares jumped 12.7% on plans to adopt TSMC's 1.4nm tech for AI chips, a key product shipment milestone, and upcoming S&P 500 inclusion. Wall Street analysts raised targets, pointin…
Nvidia secured a strategic multiyear partnership with SK Hynix to co-develop next-gen memory for its AI infrastructure. The collaboration covers data center chips, robotics, and AI-driven manufacturi…
Nvidia’s new NVL576 passive optical co-packaging technology significantly increases optical engine density per GPU. The advancement, projecting massive future demand for optical engines, suggests a r…
NVIDIA and SK hynix have entered a multiyear partnership to co-develop next-generation memory for AI infrastructure, including the Vera Rubin supercomputers. The collaboration integrates NVIDIA’s AI …
Nvidia CEO Jensen Huang concluded a high-profile visit to South Korea, focusing on deepening partnerships with key memory chip suppliers Samsung and SK Hynix. By prioritizing direct relations and dip…
Bank of America highlighted Nvidia, Arm, and Marvell at Computex for their AI-driven product updates. Analysts believe the market underestimates Nvidia's potential in the CPU market, driven by the em…
Nasdaq and S&P 500 futures dipped slightly after hitting record highs. While AI-driven gains in hardware persist, investors are cautious ahead of upcoming job data and potential Federal Reserve comme…
Nvidia unveiled its new RTX Spark PC processor at Computex, triggering a 6.3% rally. Investor confidence is high, bolstered by massive free cash flow, institutional buying from ARK Invest, and bullis…
Nvidia shares surged over 6% following the company's strategic move into the PC market and the broader boost from Anthropic's surprise IPO filing, which invigorated investor sentiment across the arti…
Nvidia shares are rallying following the reveal of a highly efficient new superchip for PCs. The company's expansion into the PC hardware market is gaining momentum, bolstered by partnerships with ma…