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Nvidia market cap decline extends to $505 billion after report of antitrust probe by the Justice Department
"Nvidia wins on merit, as reflected in our benchmark results and value to customers, who can choose…
Matthew Fox
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
Super Micro Computer plunges 27% as it delays key filing a day after scathing short-seller report
The sharp decline knocked nearly $150 off Super Micro Computer's stock price to the $400 level, rep…
Matthew Fox
Nvidia earnings could spark a nearly $300 billion swing in the stock, Goldman says
"The bar for Nvidia this earnings season is a lot lower than it has been in recent quarters given f…
Matthew Fox
Intel is having a meme-stock moment. 4 retail investors explain why they're betting on the chipmaker.
Members of Reddit's WallStreetBets are exchanging Intel memes and say they've taken stakes in the c…
Theron Mohamed
Mizuho bumps up Nvidia stock forecast, says earnings this month will be the next big AI catalyst
Mizuho expects Nvidia to generate nearly $200 billion in revenue in 2027, which would be more than …
Matthew Fox
Jensen Huang just got $12 billion richer in a single day as Nvidia stock soared
Nvidia stock soared 13% on Wednesday, with the company adding a record $326 billion to its market v…
Matthew Fox
Stock market today: Nasdaq surges nearly 3% amid chip rally, dovish Fed comments
US stocks surged on Wednesday, with the Dow popping 300 points as Powell acknowledged the Fed's pro…
Jennifer Sor
Why chip stocks are on an absolute tear today
The semiconductor sector got a huge lift from blockbuster AMD earnings, as well as Morgan Stanley c…
Kelly Cloonan
Stock market today: Chipmakers lead tech surge ahead of Fed rate decision
Tech stocks rallied ahead of the Fed's rate decision, with Nvidia and AMD popping 10%.
Jennifer Sor
Investors see Broadcom catching up to Nvidia as the next big AI play, Citi says
Broadcom has specialized its AI business to help cloud companies like Alphabet and Amazon develop t…
Matthew Fox
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Chip stocks try to rebound as TSMC earnings lift hopes after steep sell-off
Chip stocks including TSMC, Nvidia, and AMD were up Wednesday after TSMC reported strong quarterly …
Kelly Cloonan
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
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
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
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
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
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
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…