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Marvell's AI-driven Data Center revenue surged, and an expanded Google deal boosts the bull case. However, stretched valuation, cooling momentum, and a recent pullback suggest a cautious, disciplined…
AMD dipped after ARK Invest sold shares for profit-taking, not a lack of confidence. Despite this and pressure from Nvidia's strong earnings, Wall Street maintains a Strong Buy consensus on AMD, anti…
AMD received a Strong Buy upgrade from Raymond James ahead of Nvidia's earnings, driven by strong data-centre exposure and server CPU share gains. While Intel also rose, its turnaround carries more e…
Nvidia trades at an attractive 25 times forward earnings despite massive 85% revenue growth and high gross margins. Although lagging semiconductor peers in 2026 due to law-of-large-numbers concerns a…
AMD's acquisition of single-model chipmaker Taalas highlights a diverging AI strategy. While AMD bets on cheap dedicated silicon, Nvidia leverages its flexible GPU architecture and CUDA ecosystem to …
AMD priced a $4.75 billion senior-note offering across four maturities to lock in capital for aggressive AI infrastructure investments. While the funding provides substantial financial firepower, it …
Nvidia's potential $250B credit backstop for OpenAI's data centers introduces short-term balance sheet risk, tempering enthusiasm despite record earnings and a bullish consensus for long-term AI domi…
AI-driven demand has caused a boom in the memory hardware market, significantly boosting revenues for chipmakers like Micron and SanDisk. While these stocks are currently experiencing high volatility…