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AI stocks plunge after AMD gives weak forecast for chip sales

Shares of Super Micro Computer, AMD, and Nvidia erased a collective $143 billion in market value on…

Matthew Fox   


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1 min read

10 foods you must include in your diet for healthy eyes

10 foods you must include in your diet for healthy eyes

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Nvidia jumps past Microsoft to become the world's most valuable company

Nvidia stock jumped Tuesday amid continued bullishness for the chipmaker even after its 173% rally …

Matthew Fox   


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3 mins read

The AI boom is unraveling the most dominant tech trade of the last decade

"The cart is in front of the horse as it relates to GenAI software, there's just no applications," …

Matthew Fox   


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AMD set to fuel growing demand for AI compute, says CTO

Marking 55 years of AMD (Advanced Micro Devices), Papermaster in a blog post looked back on fiv…

PTI   


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Nvidia stock has 258% upside as its 'impenetrable moat' will propel it to a $10 trillion valuation by 2030, tech analyst says

"The CUDA platform is what AI engineers are learning in order to program GPUs, so that helps lock t…

Matthew Fox   


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The US-China rivalry will reshape the landscape for Big Tech earnings

Geopolitical conflict and a "tit for tat" rivalry between US and China is a risk to future tech-ear…

Yuheng Zhan   


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Buy this boring part of the stock market for overlooked exposure to the AI boom

"Not since the start of the century has US electricity demand grown 2.4% over an eight-year period,…

Matthew Fox   


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Nvidia will surge another 22%, and is still cheap compared to peers despite nearly doubling this year, Goldman Sachs says

Nvidia's increased cadence of new product innovation should help fend off the competition, accordin…

Matthew Fox   


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3 mins read

Stock market today: Indexes mixed after Fed meeting as Powell calms nerves over possible hike

The Federal Reserve's next policy move is "unlikely" to be a rate hike, Chairman Jerome Powell said…

Jennifer Sor   


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Lisa Su is CEO of AMD — and Jensen Huang's cousin. Here's how she became a billionaire.

Lisa Su is a new entrant to the Forbes rich list with an estimated net worth of $1.3 billion. She l…

Hasan Chowdhury   


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1 min read

TSMC stock jumps on Biden's $11.6 billion funding to boost US chip manufacturing

TSMC's planned facilities are expected to produce 6,000 high-tech jobs and 20,000 construction jobs…

Yuheng Zhan   


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Buy these 3 stocks to ride a 2nd wave of AI frenzy as accelerators outperform, BofA says

"Rising tide could create profitable niche for next tier of vendors," analysts at the firm said.

Matthew Fox   


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Stock market today: Indexes edge lower as rally pauses ahead of Fedspeak, jobs data

Fed Chairman Jerome Powell is scheduled to testify starting Wednesday, and his comments could offer…

Filip De Mott   


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Super Micro Computer has soared 938% over the past year. Bank of America says it can go even higher thanks to AI.

Bank of America expects Super Micro Computer's AI-enabled servers to take market share from competi…

Matthew Fox   


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6 reasons why Nvidia will jump another 21% from record highs, according to Goldman Sachs

"We are encouraged by various data points from the broader eco-system that point to sustained stren…

Matthew Fox   


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Nvidia could spike another 23% with AI demand still in its infancy, BofA says

Bank of America estimates that Nvidia has the ability to generate anywhere from $40 to $80 in earni…

Matthew Fox   


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1 min read

Stock market today: Intel leads premarket declines as US futures slip

US equity futures declined, with Intel sliding almost 12% in premarket trades as investors reacted …

Anil Varma   


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3 mins read

The bosses of rival chip giants Nvidia and AMD are cousins, researcher says

Nvidia CEO Jensen Huang and AMD CEO Lisa Su are first cousins once removed, according to a genealog…

Huileng Tan   


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Jeremy Grantham's GMO divides the mega-cap tech stocks into these winners and losers

"We're not looking for cigar butts, but rather trying to avoid what's over hyped."

Filip De Mott