Nvidia's CEO warns of rising competition from China's chipmakers as they rapidly advance in AI technology, jeopardizing Nvidia's market position and stock performance. Will the U.S. giant maintain its lead?
AMD's strategic partnership with OpenAI has sent its stock soaring, with plans to deploy 6 gigawatts of GPUs over the coming years. This collaboration is poised to generate tens of billions in revenue, reshaping the AI landscape.
Nvidia's $5 billion investment in Intel marks a major shift in the AI landscape. With Intel’s shares soaring 23%, analysts believe this deal could revitalize the struggling chipmaker and strengthen U.S. dominance in AI.
The U.S. government tightens its grip on South Korean chipmakers Samsung and SK Hynix, making it harder for them to obtain vital equipment for their Chinese factories, impacting trade relations.
Shares of Marvell Technology dropped 15% after the AI chipmaker reported lower-than-expected data center revenue and provided a lackluster outlook for the upcoming quarter. The CEO acknowledged some challenges in customer pipeline clarity, raising concerns among investors.
Nvidia's upcoming earnings report is critical for the AI industry, following a turbulent week of stock selloffs. Analysts discuss the impact of external factors on the company's performance and the broader AI market.
In a surprising move, Trump directs the US government to acquire a $8.9 billion stake in Intel. This shocking investment raises questions about nationalization and its implications for the tech industry.
Stifel remains bullish on Nvidia, raising its price target to $212. With a potential 19% rise on the horizon and strong demand for its GB300 platform, investors are eager for the upcoming earnings report!
This week, all eyes are on Nvidia's earnings and key inflation data that could impact the Federal Reserve's interest rate decisions. With expectations high for AI-driven sales, will Nvidia deliver?
Intel has announced a significant agreement with the Trump administration, securing an $8.9 billion investment. However, this funding is tied to previously awarded grants, sparking debate over its implications and legality.
