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Bank of America projects the semiconductor total addressable market will hit $3.2 trillion by 2030. The bank highlights Nvidia as a primary beneficiary positioned early in the AI infrastructure boom,…
Zacks highlights NVIDIA as a top semiconductor pick amid booming AI and data-center demand. Despite memory price pressures and supply constraints, NVDA benefits from massive hyperscaler and enterpris…
Both AMD and STX benefit from the AI infrastructure boom. STX is favored due to lower valuation, a Zacks Rank #1, and strong demand for data storage. AMD offers high-growth potential in AI compute bu…
The rise of agentic AI is driving a massive, long-term surge in demand for specialized high-bandwidth memory and NAND storage. Leading figures like Elon Musk and firms like Goldman Sachs confirm memo…
Columbia Seligman Global Technology Fund outperformed its benchmark in Q2 2026 due to AI-driven semiconductor strength. The fund regretted its underweight position in Advanced Micro Devices (AMD), ac…
Nvidia (NVDA) is strongly positioned as a top AI chip stock heading into Q2 earnings, with analysts projecting robust growth and significant long-term opportunities in cloud infrastructure, sovereign…
Tesla shares rose after Elon Musk announced the Terafab semiconductor plant launching soon to secure chip supply for its AI-enabled vehicles and robots, addressing potential constraints and aiming to…
Investor Michael Burry warns Nvidia's competitive edge may weaken as major tech firms develop custom AI chips, diminishing CUDA's exclusivity and potentially mirroring Cisco's post-bubble decline.
ByteDance is deploying around 500 Nvidia Blackwell systems in Malaysia, leveraging approximately 36,000 B200 chips, signaling strong demand outside China for Nvidia's high-end computing solutions.
Nvidia invests $2 billion in AI cloud firm Nebius, expanding data center capacity to meet growing AI demand, strengthening its AI ecosystem and partnerships.
Nvidia leads a 34% tech earnings surge driven by AI and data-center investments, amid rising market risks from geopolitical tensions and valuation concerns.
Nvidia halted production of H200 AI chips for China, shifting capacity to next-gen Vera Rubin hardware amid limited China sales due to US regulatory constraints.
Nvidia halted chip production for China due to ongoing US-China regulatory barriers, shifting capacity to next-gen chips instead.
Ayar Labs raised $500 million to advance silicon photonics, backed by Nvidia, aiming to replace copper chip connections to boost AI chip efficiency amid surging inference computing demand.
NVIDIA's stock increased by 1.18%, indicating modest positive market movement despite limited news details.
Goldman Sachs projects strong Nvidia performance driven by AI demand and supply trends; upcoming earnings and GTC conference may boost outlook with new tech reveals.
Nvidia CEO Huang seeks Chinese approval to sell the powerful H200 AI chip amid ongoing export license finalization and geopolitical complexities constraining shipments despite strong demand from Chin…
China has approved the purchase of Nvidia's advanced H200 AI chips, ending a sales ban and unlocking $10 billion in potential exports amid easing trade tensions between the US and China.
Nvidia CEO Jensen Huang highlights AI’s broad economic benefits and strong demand for GPUs, urging continued investment despite bubble fears. AI infrastructure growth fuels Nvidia's expansion as indu…
TSMC plans massive $56 billion capex driven by AI chip demand and U.S.-Taiwan trade deal, boosting Nvidia's AI chip outlook amid competitive threats from Intel and Samsung.