Taiwan Semiconductor is the main foundry for those three chip designers, and its report could impact their stocks, too.
AMD is growing fast as the primary alternative to Nvidia in AI chips, with data center sales more than doubling year over year. Arm earns royalties ac...
Getting there would take around 12% a year. What needs to go right?
Nvidia is buying back stock as AI doubts grow.
Services like Meta’s Muse AI just increase demand for chips. But they’re also a big win for software
Will McGough of Prime Capital Financial argues that NVIDIA’s earnings power and investments make its valuation more important than its already enormou...
Dow ended the month lower, its first monthly decline since March this year.
Hewlett Packard Enterprise stock closed at a record high price of $63.89 on Wednesday after shares jumped nearly 4% in the day's trading session.
The Q3 earnings season is shaping up to be the most broad-based growth performance in recent times, with 14 of the 16 Zacks sectors expected to enjoy ...
Microsoft (MSFT) just deepened its ties with ClickHouse, extending the analytics partner’s presence across Microsoft Fabric, OneLake, Azure and the Mi...
Hewlett Packard Enterprise (HPE) secured a $1.2 billion deal with Vultr to deploy AMD's (AMD) Helios rack system across AI data centers. HPE CFO Marie...
HPE stock rallies on a $1.2 billion Vultr order to deploy AMD’s Helios AI rack architecture. But does that warrant buying HPE shares at current levels...
Advanced Micro Devices, Inc.âs Venice CPUs and Helios platform aim to drive near-term growth and challenge Nvidia. Click for this AMD update.
Advanced Micro Devices is upgraded to Buy following the $8.2B World Labs acquisition, expanding frontier AI and physical AI capabilities. Read more on...
FormFactor is Nvidia’s second-biggest supplier of chip-testing equipment. Deutsche Bank says the stock is a Buy.
AMD is bringing in Fei-Fei Li, whose work helped launch Nvidia's AI boom, and her research could help AMD close the gap.
Nvidia CEO Jensen Huang just got a big win in the debate about artificial-intelligence regulation. The stakes were high at the big AI lunch at the W...
Microsoft shares have surged 39% this quarter, and Wall Street analysts see more upside as the company expands its AI offerings.
Intel closed out September with a move that has investors debating whether the chip giant's turnaround is finally gaining real traction or whether the...
Apple Inc (NASDAQ:AAPL, XETRA:APC) plans to debut a Siri AI-powered smart-home hub in October, a push to challenge Amazon and Google's dominance of th...
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