High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Nancy Pelosi's husband quietly built a multimillion-dollar stake in a fuel-cell company weeks before a major index announcement sent its stock soaring. Whether that timing reflects brilliant research or something more raises uncomfortable questions about who really benefits from congressional oversight.
Broadcom is growing faster and is valued at a lower price.
Nvidia just crossed $5 trillion in market cap and posted triple-digit revenue growth, yet analysts argue the most powerful catalyst for the stock has not even hit full stride yet.
AMD's revenue has nearly doubled in two years, while Marvell's has climbed 80%—but the gap between them is widening.
SMCI's AI-driven growth, record backlog, liquid-cooling capabilities and attractive valuations support its buy appeal.
AMD just announced a workstation that could pull sensitive AI workloads out of the cloud entirely, and the buyers it has in mind reveal exactly who stands to lose the most.
Nvidia just paid nearly $13 billion to own the platform where the open-source AI community lives, works, and distributes its models. The question is whether that community will stay or walk.
Investing.com -- Citi told clients in a note Tuesday that it expects semiconductor stocks to rebound after a summer slump, arguing that a heavy conference schedule and resilient data center demand should support a sector that had run ahead of expectations.
AMD Stock Jumps After Unveiling $100,000-Plus AI Workstation for 2027
AMD just crushed its AI earnings and the stock dropped anyway, leaving investors staring at a stock that may be deeply mispriced heading into 2027. The case for a 53% run from here is more credible than Wall Street is letting on.
Ark Invest Pulls $25 Million From Palantir Stock
Jensen Huang calls it a full-stack AI factory platform, not a chip company, and that distinction is reshaping where billions in hyperscaler spending actually land across five companies fighting over the same supply-constrained foundation.
AMD and NVIDIA both posted explosive AI quarters, but they are betting on opposite visions of how the AI economy will actually be won. One of those visions fits the next phase of the buildout far better than the market currently appreciates.
NVDA's $12.93B Hugging Face deal is likely to deepen its AI moat by combining chip leadership with a vast open-model platform and developer ecosystem.
AMD is posting explosive AI growth, but one rival is quietly locking in the same hyperscaler customers through a strategy that could shrink AMD's market before anyone notices the ceiling.
Shares closed at $1,016.59 as chip stocks rallied and investors continued to bet on tight AI-memory supply
Nvidia’s earnings report had a number buried inside that AMD and Intel investors needed to see.
AMD gained 4.7% and Intel rose 4.5% on September 4, while Nvidia added only 0.8%. The one-session gap is consistent with investors widening the AI trade beyond Nvidia, but it cannot identify buyer motive or prove a lasting rotation. Advanced Micro Devices, Inc. (NASDAQ:AMD) and Intel Corporation (NASDAQ:INTC) each offer a route to AI spending […]
One segment doubled last quarter while everything else combined grew 8%. If rates anywhere close to those hold, 70% arrives before the ramp is done.
Nvidia is making a $12 billion move.
Huawei's best AI chip cannot keep pace with Nvidia hardware that is already three generations old, and the gap is widening faster than most investors realize.
HPE's Q2 revenue rose 33.5% to $12.2 billion on AI and networking demand, beating guidance, as analysts raise price targets and forecast fresh stock highs.
The chipmaker's up-to-$5 billion pledge comes with conditions attached -- and the company on the receiving end is about to get a public price.
Both companies are delivering impressive revenue growth.
Thinking Machines Lab, the AI startup founded by former OpenAI CTO Mira Murati, is in talks to raise between $5 billion and $6 billion at a pre-money valuation of at least $40 billion. Nvidia is separately in discussions to invest approximately $2.5 billion, while existing backer Accel is reportedly in talks to lead the round. […]
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