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Oracle validated Jensen Huang's bullish stance on AI hardware durability, reporting that older GPUs were renewed or resold at a 20% premium. Oracle also deployed over 300,000 GPUs with 97.9% utilizat…
Piper Sandler initiated coverage on Nvidia with a Buy rating and a $300 price target, citing its dominant 80% AI-compute market share, sustained multi-year GPU shortages, rapid product rollout cycles…
Piper Sandler initiated AMD with an Overweight rating and a $600 price target, forecasting 50% revenue CAGR through 2030 driven by AI infrastructure. CLSA and Raymond James also boosted targets amid …
Michael Burry reduced overall portfolio exposure and closed December 2026 put options on Nvidia and Palantir. Despite trimming put positions, Nvidia remains his fourth-largest short holding as he rai…
Piper Sandler initiated coverage on Nvidia with a Buy rating and a $300 price target, citing its 80% market share in AI compute, multi-year supply shortages, and an attractive valuation relative to i…
Nvidia slid 2.5% despite startup d-Matrix joining its NVLink Fusion ecosystem. D-Matrix plans to connect its Raptor inference processors into Nvidia's rack-scale infrastructure by 2027. While reinfor…
Jim Cramer highlighted Nvidia and Broadcom as primary winners from OpenAI's GPT-6 Astra launch. Nvidia leads training with massive Grace Blackwell deployments, while Broadcom gains ground in inferenc…
Analyst commentary highlights Nvidia and Broadcom as prime beneficiaries of surging hyperscaler AI data center spending. Robust revenue guidance, custom AI ASIC demand, and GPU dominance suggest subs…
Memory chipmakers slid as surging Treasury yields and WTI crude crossing $100 per barrel overshadowed JPMorgan's bullish call. Macro headwinds from higher energy costs and rising rate-hike expectatio…
Billionaire investor Stanley Druckenmiller completely exited positions in Nvidia and Broadcom to build a sizable stake in AMD. He expects AMD's integrated CPU and GPU architecture, along with its Hel…
Barometer Capital Management highlighted NVIDIA (NVDA) as a top contributor in its Q2 2026 investor letter. The firm increased its stake, citing NVDA's dominant AI compute platform and continued heav…
Piper Sandler initiated coverage on AMD with an Overweight rating and a $600 target, citing rapid server CPU and AI infrastructure growth. CLSA and Raymond James also boosted targets to $710 and $641…
Broadcom is highlighted as a prime beneficiary of the custom AI chip boom, projecting massive AI semiconductor revenue growth through fiscal 2028. Analysts recommend Broadcom alongside Marvell for th…
Nvidia plans an ambitious Australian expansion, partnering with local data center operators to build up to 2 gigawatts of AI capacity by 2027. This initiative would surpass Australia's current total …
Piper Sandler initiated coverage on Nvidia, AMD, and ARM with an Overweight rating, while assigning Neutral ratings to Intel and Qualcomm amid ongoing semiconductor sector reviews.
Michael Burry reportedly closed his December 2026 put options on Nvidia and Palantir entirely, while keeping longer-dated hedge positions elsewhere. The move indicates Burry is scaling back bearish b…
Bank of America reports active fund positioning in semiconductor stocks rose to 1.15x relative weighting, near peak levels. Nvidia remains the most widely held chip stock at 82% institutional ownersh…
Cathie Wood's ARK Invest continues trimming its stake in Advanced Micro Devices and Palantir while expanding its position in Robinhood, purchasing over 27,000 HOOD shares for ARKK.
AMD shares gained 7.7% over the past month on robust Data Center and AI Instinct GPU momentum. However, high valuation, supply chain constraints, and competitive pressure from NVIDIA and Broadcom kee…
NVIDIA has agreed to acquire open-source AI platform Hugging Face for $12.9 billion, marking its second-largest acquisition to date. The deal grants NVIDIA direct access to over 18 million AI develop…