News

NVIDIA Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) are competing for AI accelerator share, but Taiwan Semiconductor Manufacturing Company’s latest sales show one thing both companies agree on: demand for advanced silicon remains enormous. TSM reported September 10 that August revenue reached a record NT$514.81 billion, up 53.3% from a year earlier. Concerns that […]

NVIDIA (NVDA) now sits on both sides of its own boom. It has put nearly $50 billion into the frontier AI labs, has guaranteed a revenue floor at cloud sites hosting its chips, and will provide selective credit enhancement for nearly two gigawatts of compute at another lab. Management acknowledged on its August call that some would call this circular financing. So what if the buyers it funds cannot pay.

PBF Energy surges on record profitability and rising estimates, while Lennar faces shrinking revenue, weak demand and falling margins.

It’s been a bad week for the world’s most valuable company—and there was another unwelcome development on Friday.

Shares of Oracle rise after the software giant’s first-quarter results help ease some concerns about its reliance on OpenAI.

Qualcomm (QCOM) trades at about $176 a share, down about 14% over the past three months and up 12.4% over the past twelve. At 20.1 times earnings against an S&P 500 median of 22.9, a profitable chip designer sits below the market. The question is whether that is a good business on sale or a fair price for a business under real pressure.

Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR

Both companies are winning in the AI chip race, but they are doing it with very different business models and profit profiles.

NVIDIA's AI infrastructure leadership, higher profitability and lower valuation give it an edge over AMD as AI demand grows.

Both companies are winning in AI chips, but one of them is winning by a margin that is getting harder to close.

One chip stock wins while another faces a valuation reality

The opportunity dwarfs AMD's current business, making market-share conversion--not market size--the decisive investor question.

Cathie Wood is trimming AMD just as its biggest product cycle in years prepares to land, and the last time ARK sold an AI chipmaker too early, the stock went on to triple. Here is what the Helios launch changes about the calculus.

Marvell Technology (MRVL) trades at $235.01, and it has expanded its agreement with a key hyperscaler, a deal analysts size at up to $120 billion of revenue over about six and a half years. Most of that money, though, arrives after the fiscal 2028 outlook you would be paying for today.

Nvidia is looking to extend its dominance in AI chips at the expense of Intel and AMD.

NVIDIA dominates AI infrastructure while AMD plays scrappy underdog, but one valuation metric suggests the market may be sleeping on the wrong stock. The answer comes down to a single GPU ramp that could reshape the competitive picture through 2027.

Micron stock was dropping Thursday. Kepler Computing, backed by Intel, thinks it can disrupt the memory-chip market.

The new bullish call rests on a much more aggressive AI growth path than the stock has seen before.

Jim Cramer has spent years cheerleading AI infrastructure stocks, so when he goes on air demanding a kill switch and calling the industry's casual talk of mass casualties unacceptable, investors need to understand what changed and what he is still telling them to buy.

Marvell Technology is riding AI infrastructure demand and higher growth forecasts, but competition, valuation and execution risks support a hold stance.

After a 188% year-to-date surge, Intel is suddenly retreating hard on a Thursday that turned risk-off fast, and NVIDIA and AMD are getting dragged down with it. Here is what is driving the selloff and whether the weakness signals a broader chip sector crack.

Marvell Technology (MRVL) raised its revenue outlook again with its fiscal Q2 2027 results in late August. The size of the raise is the easy story. What fell out of management's script matters more, because the business you own has narrowed toward a single bet.

AMD's Data Center business is exploding and anchor commitments from the biggest names in AI are piling up, but three specific conditions have to fall into place before $800 becomes anything more than a number on a chart.

Intel's stock has surged to levels that leave Wall Street's analyst community unmoved, and the gap between what traders are betting on and what the fundamentals actually show keeps widening in ways that matter.

MPWR appears better placed than INTC to capitalize on AI infrastructure growth, with strong sales and EPS estimates despite a richer valuation.

Pre-Market Stock Futures: Futures are trading mixed after a second brutal day, with all major indices finishing lower again. Rising rates, Brent Crude trading above $100, and what appears to be an increase in the Iran attacks in the Persian Gulf were all it took for sellers to keep hitting bids. Once again, the small-cap […]

Sen. Bernie Sanders (I-Vt.) argued that public demand for stronger AI oversight is being undermined by the technology industry’s growing political spending against candidates who support tougher regulation. Sanders Targets AI Spending On Tuesday, in a post on X, Sanders...

Investing.com -- Piper Sandler launched coverage of the artificial intelligence chip sector on Thursday, initiating five semiconductor stocks at Overweight and framing the group as prime beneficiaries of surging demand for AI compute.

Even record-breaking monthly revenue from the world’s biggest chip manufacturer isn’t reviving the faltering AI trade.

NVIDIA just posted revenue growth that left Wall Street scrambling to revise its models upward, and the stock is knocking on its all-time high door. Whether that price already prices in everything good ahead is the question every investor needs to answer before November.