Tuesday is John Ternus' first day as CEO of Apple, following Tim Cook's 15-year run as the top leader. Ternus is a 25-year company veteran and was App...
Nvidia's growth is faster than AMD's despite its size.
NVIDIA Widens Its AI Moat With MediaTek
2 months agoNVIDIA partners with MediaTek, investing $3.5B to expand NVLink Fusion technology into the booming custom AI chip market.
Apple CEO John Ternus once obsessed over 35 grooves on an unseen screw, revealing his meticulous, Steve Jobs-like design philosophy.
Industry Comparison: Evaluating Apple Against Competitors In Technology Hardware, Storage & Peripherals Industry
2 months agoIn today's rapidly changing and highly competitive business world, it is imperative for investors and industry observers to carefully assess compa...
Understanding NVIDIA's Position In Semiconductors & Semiconductor Equipment Industry Compared To Competitors
2 months agoIn the ever-changing and fiercely competitive business landscape, conducting thorough company analysis is crucial for investors and industry experts. ...
NVIDIA expands into custom AI chips with NVHBM, posing a threat to Broadcom’s position, says Counterpoint analyst.
John Ternus takes over from Tim Cook as CEO of Apple on Tuesday. CNBC's Arjun Kharpal breaks down Cook's legacy and the new challenges Ternus is likel...
Apple CEO John Ternus Has a Big AI Opportunity: BofA Sees ‘Device Dominance’ Ahead, Eyes Nearly 20% Upside for AAPL
2 months agoBofA predicts incoming CEO John Ternus will cement Apple's device dominance in the AI era, eyeing a $380 target and nearly 20% upside.
The two companies will work on integrating Nvidia technology with MediaTek's custom AI chip business as well as other areas such as PCs and cars.
Cathie Wood Pulls $74 Million From AMD as Data Center Sales Soar
Ark is getting more selective inside the AI trade
Eight of the past 10 Septembers took the chip stock lower. The market's own September record explains only part of that.
At a glance Network readiness: Verizon has prepared its network with backup generators, satellite assets, and pre-staged equipment designed for reliab...
Nvidia's Rubin CPX Back From the Dead? Ming-Chi Kuo Says AI Chip Back With Major Redesign
2 months agoMing-Chi Kuo says Nvidia has revived its redesigned Rubin CPX AI accelerator, with production expected to begin in Q1 2027.
Advanced Micro Devices Inc stock was little changed in Monday premarket trading as the chipmaker announced it was expanding its AI infrastructure foot...
Anthropic has reportedly signed a $35 billion cloud deal with Nvidia-backed Lambda as it races to secure AI computing capacity.
Is Verizon’s Debt Redemption And Hyperscaler Dark Fiber Pivot Reframing The Investment Case For VZ?
2 months agoIn August 2026, Verizon Communications announced it would redeem in full its US$1.25 billion 4.329% Notes due 2028 on September 21, 2026, at a price b...
Nvidia: AI Boom Times Still Ahead
2 months agoNVIDIA (NVDA) surges on 70â100% AI-driven revenue growth, big earnings beats, and cheap ~11x FY29 EPS. Read here for a detailed analysis.
App Store chief Phil Schiller steps back as John Ternus takes over Apple with Eddy Cue gaining more power
2 months agoCNBC’s MacKenzie Sigalos reports on the leadership reshuffle unfolding as Ternus becomes CEO and faces an immediate test with Apple’s September produc...
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