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NVIDIA (NVDA) reported record Q2 results with $279 billion in supplier commitments, signaling massive AI memory demand. Trump praised key supplier Micron (MU), further highlighting the bullish outloo…
Nvidia reported blockbuster Q2 earnings with significant revenue beats and a record market cap gain. Despite scaling back a controversial $500B financing deal for OpenAI, CFO Colette Kress defended t…
Nvidia reported a 106% surge in Q2 revenue to $96.22B, beating estimates, and issued strong Q3 guidance. CEO Jensen Huang stated the company benefits from the rise of both open and closed AI models, …
AMD shares slid nearly 4% alongside broader semiconductor weakness despite overall US market gains. While Wall Street maintains bullish long-term price targets backed by AMD's $4.75 billion bond offe…
AMD plans a significant $5 billion bond offering to fund capital expenditures, meet AI demand, and manage upcoming debt maturities. This strategic financing supports growth and partnerships with Anth…
Microsoft reported blowout Q4 FY2026 results, with Azure cloud revenue growing 43% YoY. CEO Satya Nadella highlighted that their custom AI chips are driving 40% efficiency gains, improving margins an…
Nvidia CEO Jensen Huang joined Trump's China delegation after White House intervention, positioning the chipmaker to benefit from potential trade negotiations and market access discussions with Beiji…
South Korea invests $166 million in AI chip startup Rebellions to build a domestic AI semiconductor firm, challenging US leaders like Nvidia amid rising AI chip demand.
Nvidia projects a $1 trillion AI chip revenue opportunity through 2027, pushing shares higher amid industry focus on AI and geopolitical tensions affecting energy and inflation ahead of the Fed meeti…
Meta expands AI partnership with Nvidia, committing tens of billions to hardware purchases for data center growth and advanced AI model development.
China has conditionally approved Nvidia's H200 AI chip sales to top AI startup DeepSeek and other firms, amid U.S.-China tensions. Nvidia awaits final licensing, while strong demand in China and scru…
Amazon is in early talks to invest $10 billion in OpenAI, potentially challenging Nvidia's AI chip dominance. The move highlights competition in AI and cloud computing, with Amazon promoting its Trai…
Nvidia shares have been stagnant and slightly down due to AI trade worries and competition from Google's TPUs. However, upcoming AI models using Nvidia's Blackwell superclusters in early 2026 could b…
Meta is reportedly negotiating to buy AI chips from Google, threatening Nvidia's dominant market position and boosting Meta shares while pressuring Nvidia's stock.
US-China tensions and export controls limit Nvidia's advanced AI chip sales to China, reducing market share and revenue potential amid Beijing favoring domestic chips over Nvidia's Blackwell products.
Trump considers allowing exports of a downgraded Nvidia AI chip to China, which could erode U.S. AI dominance and effectively end chip export controls, threatening Nvidia's competitive edge and U.S. …
Wedbush highlights Nvidia and other tech giants as top AI chip beneficiaries amid 10-to-1 demand for Nvidia GPUs, predicting sustained growth through 2026 despite trade tensions.
Intel aims to enter the AI chip market with its Crescent Island GPU in H2 2026, but trails Nvidia and AMD, maintaining Nvidia’s leadership in AI computing for now.
China intensifies enforcement on chip imports to limit Nvidia's AI processor sales, pressuring domestic technology firms and restricting NVDA's access to the Chinese market.