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AMD's biggest AI challenge may no longer be winning customers but making enough hardware to serve them.
Nvidia stands out as the top semiconductor stock for the coming years because of its dominant AI ecosystem, not to mention it's the most popular AI stock in the ecosystem.
Nvidia is growing revenue at 85% annually yet its valuation multiple tells a different story than most investors expect. Before writing off NVDA as overpriced, the forward PEG ratio raises a question worth sitting with.
Investing.com -- Hedge funds and mutual funds both added shares of Bloom Energy, Flex and Seagate Technology last quarter, Goldman Sachs said, as the two investor groups selectively adjusted their exposure to artificial-intelligence-related equities even as they diverged sharply on other AI names.
The dominant AI chip names have all pulled back sharply in August even as their latest earnings painted a picture of demand growing faster than supply. Before two pivotal earnings reports reset the narrative, three semiconductor stocks are flashing the kind of entry that rarely shows up twice.
Advanced Micro Devices (NasdaqGS:AMD) appointed Tim Ryan to its Board of Directors, adding new governance experience from his prior roles at Citi and PwC. The appointment follows the retirement of a long serving AMD director and includes related changes to the composition of board committees. Tim Ryan brings decades of background in technology, corporate strategy and risk management that may influence AMD's board oversight and decision making. Readers tracking boardroom shifts at AMD and...
AMD and Nvidia are closely linked.
Nvidia is leagues ahead of its rivals in the lucrative AI chip market.
NVIDIA Corporation (NASDAQ:NVDA) is weighing a step that would have seemed unthinkable a year ago: shipping its next-generation Rubin Ultra GPU with less memory than originally promised. According to The Information, the company has been testing at least three versions with reduced high-bandwidth memory, some as low as 192GB to 256GB, well below the 1 […]
Whale Rock slashed its Nvidia position in Q2, but Nvidia’s accelerating AI revenue and Wall Street targets suggest the hedge fund’s move may be more about portfolio rotation than weakening fundamentals.
The market is demanding proof that AMD can convert enormous customer agreements into profitable accelerator deployments.
AMD's revenue has climbed steadily for eight straight quarters, while ARM's growth pattern tells a starkly different story.
Advanced Micro Devices, Inc. (NASDAQ:AMD) delivered exactly the quarter investors ask for: record sales and a healthy beat, but the stock fell more than 8%. The reason behind it: SpaceX CEO Elon Musk said on August 4 that his company would build exclusively on NVIDIA Corporation (NASDAQ:NVDA) chips going forward: “Going forward, we have decided […]
The world's largest foundry is rebounding as investors prepare for the earnings report that could reset semiconductor expectations.
NVIDIA's strong AI demand, 91B revenue outlook and attractive valuation point to potential upside ahead of fiscal Q2 earnings.
The investment firm has added to its Hut 8 investment amid the AI boom.
The chipmaker's business keeps getting better. The argument is over which end of a wild 52-week range tells the truth.
AMD just posted its best quarter ever while Nvidia shipped its way toward a trillion-dollar runway, and now every hyperscaler has to decide whether a credible second source is worth betting on.
SpaceX just handed NVIDIA a high-profile win by locking in 20% of its next platform, leaving AMD without a flagship logo at the worst possible moment. The real question is whether this signals a crack in Lisa Su's ambitions or just the cost of competing in a market built on scarcity and politics.
CBRS CS-4 boosts inference speed and power efficiency as cloud demand surges, while NVIDIA and AMD intensify competition.
NVDA heads toward its Q2 earnings release with revenues expected near $91 billion as AI, Data Center and Blackwell demand fuel growth prospects.
STX's storage-focused AI strategy, HAMR roadmap and valuation give it an edge over AMD in the race to capitalize on AI infrastructure.
NVIDIA reports after the close on August 26, and the setup heading into that print is unlike anything the stock has seen in years. Here is why analysts, prediction markets, and booked backlog all point in the same direction.
Wall Street has some mixed opinions on these three stocks.
Riot Platforms, Inc. (NASDAQ:RIOT) struck a $9.1 billion, 20-year computing deal with Anthropic this week, leasing 191 megawatts of power at its Rockdale, Texas campus. The deal could grow to $16.1 billion if extended twice by five years each. Shares initially jumped more than 20% before giving back most of the gain. Why This Matters […]
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