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Nvidia has been on the defensive against Intel and Advanced Micro Devices in recent months when it comes to artificial-intelligence processors. Nvidia late on Sunday unveiled the RTX Spark, which it described as “the most efficient PC chip ever built,” designed for personal devices to run AI agents—programs that can act autonomously. The move is an effort to disrupt Intel and AMD’s dominance of the PC chip market, with Nvidia using technology licensed from processor-design firm Arm Holding.

The U.S. Department of Commerce has moved to close a potential loophole it created that may have allowed companies to export Nvidia’s (NVDA) Rubin and Blackwell processors as well as AMD‘s (AMD) MI350 to Chinese entities located outside of China, Karen Freifeld of Reuters reports. This guidance suggests these AI chips may have been making their way to the subsidiaries of Chinese AI firms for almost a year.Claim 55% Off TipRanksUnlock trusted, data-backed investing tools with TipRanks Premium, fr

During a keynote address at Taiwan’s Computex conference, Nvidia CEO Jensen Huang unveiled a new N1X processor developed in partnership with Microsoft.

In May 2026, Advanced Micro Devices said its next‑generation EPYC “Venice” data center CPUs had entered production on TSMC’s advanced 2nm process in Taiwan, with plans to expand manufacturing to TSMC’s Arizona facility and extend 2nm across its future EPYC roadmap. This early move onto 2nm for high‑performance computing underpins AMD’s push to be a core supplier for AI infrastructure, tying together cutting‑edge process technology, global manufacturing capacity, and growing AI‑oriented CPU...

Nvidia debuted its RTX Spark processor for Windows laptops, taking aim at Intel and AMD.

Nvidia debuted its RTX Spark processor for Windows laptops, taking aim at Intel and AMD.

(Bloomberg) -- Nvidia Corp. said Anthropic PBC, OpenAI and SpaceX are among the first big users of its upcoming microprocessor, securing key customers for its latest attempt to expand an already extensive footprint in AI data centers.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air Base

(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectAmericans Injured in Iranian Missile St

(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixe

(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixe

Chipmaker Nvidia (NVDA) has committed at least $6.5 billion over the past three months to photonics companies, as it looks for ways to remove one of the biggest bottlenecks in AI infrastructure, according to CNBC. For context, photonics uses light to move data instead of electricity, which can make data transfer faster and more energy efficient. That matters because today’s AI systems depend on massive amounts of data moving between GPUs, memory, networking chips, servers, and data centers. Clai

Investing.com-- The U.S. Department of Commerce on Sunday moved to block Nvidia artificial intelligence chip sales to Chinese entities outside China– a loophole that may have been used to bypass U.S. restrictions.

Advanced Micro Devices Inc (NASDAQ:AMD) is one of Renaissance Technologies’ top semiconductor stock picks. In the past month, AMD stock has gained more than 40%. Moreover, this semiconductor stock has jumped by about 125% year to date. Advanced Micro Devices Inc (NASDAQ:AMD has started ramping production of its next-generation EPYC processor (Venice) using Taiwan Semiconductor […]

Micron Technology, Inc. (NASDAQ:MU) is one of the Best Undervalued Stocks to Buy According to the Financial Media. On May 28, DA Davidson lifted its price objective on the company’s stock to $1,500 from $1,000 and kept a “Buy” rating on the shares. The firm’s analyst compared the CPU and memory markets in a bid […]

US Commerce closes an AI chip export loophole, likely pressuring Nvidia and AMD shares when Monday markets open.

We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Advanced Micro Devices, Inc. (NASDAQ:AMD) ranks 5th on this list. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company […]

Investing.com -- The U.S. Department of Commerce on Sunday issued guidance closing a potential loophole that may have allowed companies to export advanced chips including Nvidia's Rubin and Blackwell processors and AMD's MI350x to Chinese entities located outside China.

Nvidia (NVDA) is making a significant worldwide push as the artificial intelligence competition continues to accelerate across the computer industry. Nvidia CEO Jensen Huang said on May 27 that the business aims to invest as much as $150 billion a year in Taiwan, highlighting the island’s growing ...

The U.S. Department of Commerce on Sunday moved to close a year-old potential loophole it had created that may ‌have led companies to export the world's most advanced chips - like Nvidia's most ‌sophisticated Rubin and Blackwell processors, as well as AMD's MI350x - to Chinese entities located outside China. The unexpected ​guidance suggests the United States' best AI chips may have been making their way to the subsidiaries of Chinese AI firms based in places like Malaysia for almost a year despite broader U.S. efforts to starve Chinese firms of semiconductors needed to develop critical ‌AI capabilities. The new guidance was ⁠posted on the Commerce Department's website on Sunday.

The quantum computing trade has shifted from a speculative bet to an identifiable, investable theme, and the three exchange-traded funds that best capture it each take a different angle on the same transition. Defiance Quantum ETF (NYSEARCA:QTUM) holds a pure-play roster of qubit makers and quantum-adjacent semiconductor companies. ARK Autonomous Technology & Robotics ETF (NYSEARCA:ARKQ) ... Quantum Computing Just Hit Commercial Viability and These 3 ETFs Sit on Top of the Compute Transition

Tracking generative AI as a daily beat means watching dozens of funds slap the “AI” label on portfolios that look suspiciously like a Nasdaq-100 mirror. After cutting through that noise, three names keep surfacing as genuinely thoughtful ways to own the theme: the Roundhill Generative AI & Technology ETF (NYSEARCA:CHAT), the Invesco AI and Next ... After Following Generative AI Every Single Day These 3 ETFs Keep Rising to the Top of My Research

The semiconductor stock is gaining market share in this rapidly growing segment of AI compute.

AMD (NasdaqGS:AMD) announced a commitment of more than US$10b to support AI infrastructure in Taiwan. The company is pairing this investment with a major presence and expected product news at Computex Taipei. The move highlights Taiwan's role in the global AI hardware supply chain and AMD's focus on data center and AI growth areas. For investors tracking AI hardware, this update places AMD (NasdaqGS:AMD) in the middle of the buildout of global compute capacity. The company already competes...

Nvidia (NVDA) stock is up about 15.44% year to date, at the time of writing, Friday afternoon, May 29. Meanwhile, the SPDR S&P 500 index (SPY) is up about 11.06% in the same period. While the stock has outpaced the S&P 500, its growth is lagging that of other semiconductor companies that ...

Advanced Micro Devices has significantly outperformed the Nasdaq recently, and analysts remain highly optimistic about the stock’s prospects.

IBM is spending billions to lead the quantum computing industry, while smaller rivals struggle for profits. Its scale, cash flow, and partnerships make it a standout bet.

Marvell (MRVL) stock closed the May 28 trading session up 3.09% at $204.03. The upbeat close followed the release of the first-quarter (Q1) fiscal year 2027 earnings report on May 27. The stock has rallied 141% year to date, as of Friday morning, May 29. Meanwhile, the SPDR S&P 500 index (SPY) ...

Arm Holdings plc (NASDAQ:ARM) was among the stocks Jim Cramer discussed in this changing market. Cramer highlighted the stock’s growth after he purchased it for the Charitable Trust, as he commented: Same goes for Arm Holdings. The chip design company had been putting up some pretty good numbers. But more important, it announced that rather […]

The stock market keeps climbing, and investors have every reason to feel optimistic. The S&P 500 closed this week with a modest 0.2% gain on Friday, enough to extend its winning streak to nine consecutive weeks. Since the market bottomed on March 30, the benchmark index has surged 19.5%, adding roughly $11 trillion in market ... History Says the S&P 500’s 9-Week Rally Is Rare. It May Be Even Rarer Than You Think

ASML's lithography machines are needed to manufacture advanced AI processing and memory chips.