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Guinness Global Innovators Fund initiated a position in Advanced Micro Devices (AMD), highlighting its AI infrastructure momentum. The fund cited AMD's Helios rack-scale systems, strong EPYC server m…
UBS raised AMD's price target to $730 after AI Day revealed strong server CPU margins, a $220B 2030 market forecast, and gigawatt-scale deals with OpenAI, Meta, Anthropic. Q2 earnings on Aug. 4 is ne…
Nvidia trades at a near five-year low valuation (31x earnings, 0.56 PEG) despite dominant 90% GPU market share and strong Q3 revenue guidance of $91B, historically rallying before earnings reports.
NZS Capital re-added NVIDIA to its portfolio, citing attractive valuation despite AI GPU market share concerns. NVIDIA's growth versus competitors suggests it's gaining share, with Q1 FY2027 revenue …
Citigroup upgraded AMD to Buy and raised its price target to $575, citing significant GPU market expansion, major Meta Instinct GPU deals, and projected market share gains driving higher long-term ea…
AMD secured shareholder approval for its board and governance items while CEO Lisa Su highlighted record 2025 revenue of $34.6B, 32% data center growth, and reaffirmed aggressive AI-driven targets in…
Nvidia shares rose after UBS upgraded the stock, citing strong AI chip demand, bullish supply chain signals, and strategic moves like acquiring Groq’s inference tech amid growing TPU competition from…
Nvidia's partnership with OpenAI lifted market expectations and the stock climbed ~3.9%, highlighting stronger GPU demand and renewed investor optimism around AI infrastructure.
Nvidia will invest up to $100 billion in OpenAI under a new agreement, creating a deep strategic tie between the chipmaker and the AI startup.
Nvidia shares fell after reports China ordered firms to stop testing and buying the RTX Pro 6000D, blocking a product aimed at the Chinese market and denting NVIDIA’s China ambitions.
China will continue investigating Nvidia after preliminary findings of anti‑monopoly violations, raising regulatory risk for Nvidia's China sales and operations.
Article warns Nvidia’s CES pivot to enterprise AI abandons consumer GPUs, risking margin contraction and valuation repricing as Intel gains consumer share; recommends hedging NVDA and favoring Intel.
Report highlights explosive growth in AI healthcare and spotlights NVIDIA's partnerships and quantum collaborations, positioning it as a core infrastructure provider for diagnostics, imaging, and dru…
OpenAI and NVIDIA CEOs will announce UK data center investments, partnering with London-based nScale Global Holdings to build the project, indicating stronger demand for NVIDIA chips and infrastructu…
NVIDIA's RTX Pro servers are being promoted as transforming enterprise data centers for the AI era, signaling stronger adoption of NVIDIA infrastructure in AI workloads.
Broadcom and NVIDIA announce collaboration to accelerate AI innovation in private cloud infrastructure, signaling deeper integration between Broadcom systems and NVIDIA AI accelerators.