AMD’s Lisa Su Visits South Korea, Reportedly Discusses AI Collaboration With Samsung, SK Hynix
24 days agoAMD Chairperson and CEO Lisa Su met with senior leadership from Samsung Electronics and SK Hynix in South Korea to bolster supply chain ties and expan...
Microsoft (MSFT) and Nvidia (NVDA) revealed their new AI laptop — the Surface Laptop Ultra — capable of running AI agents directly on the device rathe...
$12.9 Billion Says NVIDIA Wants Fragmentation: An AI Market That’s “More Than Just Two Companies”
24 days agoKey TakeawaysNVIDIA agreed in September to buy Hugging Face, the main platform for sharing open AI models, for $12. 9 billion.
Today's Research Daily features new research reports on 16 major stocks, including Advanced Micro Devices, Inc. (AMD), Palo Alto Networks, Inc. (PANW)...
Dan Ives Thinks AI Buildout Still In Early Stages, With NVDA, MSFT, PLTR, AAPL And CRWD As Top AI Picks
24 days agoVeteran tech analyst Dan Ives predicts a $4 trillion artificial intelligence spending boom is just beginning, naming Nvidia, Microsoft, Palantir, Appl...
Microsoft debuted its Surface Laptop Ultra, powered by Nvidia's RTX chip on Wednesday.
Microsoft (NASDAQ:MSFT) is up about 12% so far this year, and investors are nervous about whether the stock can keep growing. The company has spent he...
Nvidia (NVDA): Is There Still Room to Run?
24 days agoNvidia (NASDAQ:NVDA) went nowhere for most of a year, then broke out in August and now trades at a record high. Ken Fisher’s Fisher Asset Management i...
Microsoft (MSFT) CEO Satya Nadella and Nvidia (NVDA) CEO Jensen Huang explain how early Azure supercomputing infrastructure accidentally paved the way...
SK hynix (NasdaqGS:SKHY) is working with AMD as the chipmaker plans to ramp up CPU and GPU output for AI workloads. AMD is seeking ample memory chip s...
Is Microsoft’s Expanding Copilot and Device Ecosystem Altering The Investment Case For Microsoft (MSFT)?
24 days agoIn recent weeks, partners such as Wood Mackenzie, DrugBank, ClickHouse, TomTom and others have launched new integrations, data workloads and plugins o...
Nvidia (NVDA) CEO Jensen Huang discusses how Microsoft (MSFT) Windows was foundational to Nvidia's creation in the early 1990s. He outlines how key te...
Citi’s Price Target Boost Lifts AMD Shares. The Momentum Isn’t Stopping Anytime Soon for AMD Stock.
24 days agoCiti has raised the price target on the stock by 39%.
HPE launched a new line of enterprise servers powered by AMD’s latest processors.
SpaceX may be raising $40 billion to buy chips from Nvidia.
Key TakeawaysMicrosoft and Nvidia scheduled the Surface Laptop Ultra unveiling for October 7, weeks after Nvidia raised its DGX Spark AI desktop price...
Key TakeawaysDebt-Funded Demand: SpaceX is seeking ~$40B in Apollo-led financing to buy Nvidia chips, the FT reported on October 6, as Nvidia stock cl...
3 Ways New Investors Get Apple Stock Wrong
24 days agoA financial advisor reveals common Apple stock investing mistakes and key lessons that could help strengthen your portfolio strategy.
Verizon Communications (VZ) stock trades at 11.9 times earnings, compared to 21.5 for the S&P 500. Investors tempted by even that modest valuation sti...
Azure and AWS both posted record-breaking quarters, but one company's cash machine quietly outpaces the other by tens of billions of dollars each year...
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