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Intel shares sit 29% below 52-week highs despite strong year-over-year data center growth and tightening server chip supplies. Historical data highlights severe peak-to-trough drawdowns during market…
Intel raised $20 billion to fund aggressive foundry expansion as its 18A node scales with yields above 85%. Backed by Nvidia's $5 billion investment and early customer deals with Amazon and Microsoft…
Intel and ASML confirmed over one million wafers processed using High-NA EUV lithography for Panther Lake production. With rivals TSMC and Samsung delaying adoption until 2028–2030, Intel gains a mul…
Intel and ASML announced over one million wafers processed on High-NA EUV tools for Panther Lake processors, putting Intel Foundry years ahead of TSMC and Samsung. The technological milestone boosted…
Nvidia's stock delivered over 1,200% returns since ChatGPT's launch, driven by AI infrastructure demand. However, sector rotation toward memory and CPU makers has caused Nvidia to lag peers, with upc…
Analysis flags Intel (INTC) and Rockwell Automation (ROK) as weak stocks due to declining sales, poor capital returns, and cash-burn concerns, while O'Reilly (ORLY) is highlighted as a buy for its st…
NVDA reported strong Q1 FY27 earnings, 85% YoY revenue growth, dominant AI accelerator market share, and guided Q2 to $91B despite China export restrictions, reinforcing bullish outlook.
NVIDIA's forward P/E compressed to 23 despite 211% net income growth, trading 17% below 52-week high. Strong Q2 guidance and Vera Rubin launch offset by China revenue collapse, AMD competition, and i…
Anthropic confirms it is building in-house custom AI chip team to reduce reliance on external suppliers amid chip shortages, while maintaining multi-vendor hardware strategy including AWS, Google, Nv…
Despite recent share price declines, Nvidia and Oracle show strong fundamentals. Nvidia's GPU dominance and new Vera CPU threaten AMD/Intel, while Oracle's massive backlog supports long-term growth d…
ASML's blowout Q2 results and raised 2026 guidance signal strong AI-driven chip equipment demand. ASML confirmed Intel's 18A node is now in high-volume production for Panther Lake CPUs, hinting at a …
NVIDIA reported strong Q3 revenue growth driven by AI and data centers, with robust Q4 and FY2027 guidance critical for sustaining momentum amid market concerns about AI demand durability.
NVIDIA's strong growth outlook, easing U.S.-China trade tensions, rising data center spending, and robust chip demand justify its high valuation, making it a very attractive stock despite risks from …
Nvidia invests $150 million in AI inference start-up Baseten and acquires Groq for $20 billion to strengthen its AI inference technology amid growing market importance.
Nvidia highlights growth in robotics and autonomous driving but investors remain cautious, focusing mainly on its AI chips. Despite strong innovation and partnerships, rising competition and valuatio…
Nvidia unveils its Vera Rubin platform with significant AI performance gains amid rising competition from AMD and Google, launching later this year with advanced chips and new networking technology.
Nvidia CEO Jensen Huang will unveil new products at CES 2026 amid a week of important economic reports and geopolitical events, supporting cautious optimism for the chipmaker's near-term outlook.
Nvidia's CEO will highlight AI advancements at CES 2026, focusing on data centers, robotics, and autonomous tech, signaling strong growth potential for 2026 in AI-related sectors.
NVIDIA invested $5 billion in Intel, gaining a 4% stake to collaborate on AI-enhanced CPUs and GPUs. Intel secured government and SoftBank funds to boost semiconductor production amid strong sector c…
Bank of America names Nvidia a top semiconductor stock for 2026 amid strong AI-driven demand and infrastructure upgrades, forecasting steady growth despite short-term volatility.