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Intel stock has surged 326% on resurgent CPU demand and foundry progress, but trades at a steep premium despite negative margins. Investors must weigh turnaround momentum against execution risk and c…
Nvidia CEO Jensen Huang announced sufficient supply to meet surging AI demand for CPUs and GPUs. The company is set to launch a new AI-integrated PC chip this fall, aiming to reshape personal computi…
Nvidia unveiled the RTX Spark chip to bring AI agent capabilities to consumer PCs. The move aggressively targets the dominance of Intel, AMD, and Qualcomm in the PC processor market by shifting AI wo…
NVDA beat Q2 revenue guidance and announced $80B buyback, but stock edged down 0.8% amid broader market weakness from oil surge and inflation concerns following Iran's hardened uranium stance.
Nvidia faces Q1 earnings Wednesday with lofty expectations of $78.75B revenue (+79% YoY) and $1.77 EPS. Despite 28-quarter beat streak, risks include post-earnings volatility, margin pressures, inten…
AMD shares surge 75.8% YTD driven by strong data center EPYC and Instinct GPU demand. However, intense competition, stretched valuation (P/E 53.06x vs sector 25.45x), and near-term margin pressures w…
Nvidia retains its lead in China's AI accelerator market with 55% share despite losing 41% market share to growing Chinese competitors amid US export controls and increased government support for dom…
South Korean AI chip startup Rebellions raised $400M to expand in the US, backed by government under 'K-Nvidia' to compete with Nvidia, highlighting rising interest in alternative AI chipmakers amid …
Nvidia supports AI startup Reflection aiming for a $25B valuation to compete with Chinese AI companies by backing open-source AI models, enhancing accessibility and countering Beijing's chip and AI e…
Morgan Stanley reinstates Nvidia as its top chip stock pick, citing strong AI-driven demand and upcoming product launches despite recent sluggish performance. Analysts see a good entry point with mul…
Nvidia hired Google marketing exec Alison Wagonfeld as its first chief marketing officer amid AI competition and investor concerns. Analyst upgrades target, expecting strong AI-driven revenue growth …
China's MetaX IPO soars over 700% amid government push for AI chip self-sufficiency, highlighting competition and tech gaps with Nvidia and AMD. The sector faces high investor interest but bubble con…
Marvell Technology acquires Celestial AI for $3.25 billion, issues warrants to Amazon, and reports record Q3 revenue, signaling growth amid fierce competition from Broadcom and Nvidia.
Marvell's upcoming earnings and AI hardware demand spotlight Microsoft and Amazon partnerships, with MSFT's focus increasing through 2026; Marvell seeks growth amid competition and potential acquisit…
Investor Lyn Alden warns US tech and AI stocks like Nvidia and Google may weaken in 2026 amid rising chip competition and market shifts, while Bitcoin faces liquidity pressure. She suggests Indian eq…
AMD projects strong AI-driven data center growth but faces valuation concerns and stiff competition from NVIDIA. AMD’s expanding portfolio and partnerships boost prospects, while NVIDIA benefits from…
Intel's strong cost-cutting and new multimillion-dollar investments boost its financial outlook, helping it outperform Nvidia in 2025 despite a revenue forecast slightly below estimates.
Tabby invests in NVIDIA HGX systems to enhance its AI infrastructure for hosting and training advanced AI models, signaling strong demand for NVIDIA's AI hardware solutions.
NVIDIA shares fell 1.39% while Intel gained 1.59%, indicating sector rotation or competitive dynamics between the two chipmakers.
NVIDIA's stock declined 1.11% while AMD surged 23.71%, indicating a negative short-term sentiment for NVDA amid strong AMD performance.