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Intel's recent surge reflects massive AI server demand outstripping supply, with Xeon 6 ramping rapidly. While data center demand remains robust across the semiconductor industry, heavy supply constr…
Kulicke & Soffa (KLIC) reported 36% sequential revenue growth driven by AI/data-center demand for advanced packaging and wire bonding, guiding for continued strength into fiscal 2027, signaling robus…
Bullish thesis on Marvell Technology highlights accelerating AI data center growth, expanded NVIDIA partnership, and raised long-term revenue targets, though profitability lags and hedge fund ownersh…
Qualcomm inked a decade-long chip deal with BMW for cockpit and ADAS systems, boosting its automotive pipeline. Investors remain split as handset revenue keeps declining despite automotive and data c…
Article recommends Invesco QQQ ETF for young investors seeking long-term growth, citing AI-driven gains in top holdings like Apple, Nvidia, Alphabet, Microsoft, and others despite recent Nasdaq-100 v…
Qualcomm's Q3 results showed strong automotive and IoT growth offsetting handset weakness. Apple modem revenue is expected to drop ~50% sequentially as Apple's own modem share rises, signaling Apple'…
Nasdaq-100 down 8% from peak amid AI trade pullback. Roundhill AI ETF down 20% but up 40% YTD, holds Nvidia, Alphabet, Broadcom, AMD as top positions. Article frames sell-off as long-term buying oppo…
Astera Labs unveiled expanded 200G Taurus product line with 3.2T Smart Retimers/Redrivers for AI infrastructure, boosting ALAB stock despite recent valuation-driven declines. AMD and hyperscalers ben…
Rackspace signed a major agreement with AMD to deploy 30 megawatts of AMD-based compute power, including MI355X/MI350P GPUs, through 2028. To fund this AI enterprise expansion, Rackspace is cutting 1…
Nvidia CEO Jensen Huang confirmed secured supply chains to support robust growth for CPUs and GPUs. The company is aggressively expanding into AI-enabled PCs and data center CPUs, aiming to diversify…
Nvidia is shifting from AI model training to inference dominance with a full-stack platform, leveraging hardware and software integration reminiscent of Apple's ecosystem, which strengthens its AI ma…
Nvidia shares rose 2% as markets rebounded and AI server demand from Foxconn supports sentiment. Investors await Nvidia's GTC conference for updates on AI inference and data center chip roadmap amid …
AMD forecasted a slight revenue decline despite AI chip sales to China, highlighting challenges competing with Nvidia's stronger margins and AI systems dominance. AMD's growth is tied to a few custom…
Citi analyst Atif Malik favors Nvidia amid an upbeat semis earnings season, highlighting strong AI-driven demand for data-center chips as key growth drivers while cautioning on PC and smartphone expo…
Nvidia (NVDA) stock surged 3% ahead of its CES keynote, driven by booming Chinese H200 chip demand and supply shortages, signaling multi-year revenue growth potential despite geopolitical risks aroun…
Intel completed a $5 billion share sale to Nvidia to jointly develop custom data-center CPUs with Nvidia GPU chiplets, strengthening collaboration in AI and PC markets.
Nvidia’s stock jumped over 3% after strong Micron earnings and increased AI demand. Morgan Stanley names Nvidia a top semiconductor pick for 2026, supported by large AI GPU deployments and growth in …
Morgan Stanley ranks Nvidia as a top semiconductor pick for 2026, citing strong AI-driven cloud demand and high return potential amid data center expansions.
AI demand boosts Nvidia and AMD, with Nvidia well-positioned for next-gen data centers, while Intel faces cost pressures and slower growth in PCs and servers.
Google's Gemini 3 AI model boosts interest in its TPU chips, challenging Nvidia's GPU dominance in AI hardware. While Google and Apple adopt TPUs, Nvidia's market share and margins face pressure amid…