OpenAI's recent chip procurement deals with AMD and Broadcom signal a strategic effort to reduce reliance on Nvidia ...
Many Nvidia competitors were announcing huge deals over the past few weeks. There's still massive growth left in the AI revolution. Nvidia's stock could be cheap if the AI megatrend progresses at the ...
Vanguard Dividend Appreciation Index Fund ETF offers strong long-term potential due to tech sector overweighting. Learn more ...
We recently published 10 Stock News You Should Not Miss as Tom Lee Reiterates Bullish Market Outlook Amid AI Catalysts.
These Wall Street analysts view Nvidia and Microsoft as strong buys as the buildout of artificial intelligence infrastructure ...
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Leo Says 16 - Nvidia bully tactics? AMD CTS Update, 100TB SSD, Privacy concerns, Firefox 4k issues
Leo is back after a busy couple of weeks. This week he discusses possible Nvidia bully tactics, amd being attacked by CTS, ...
Wall Street has been trying to figure out the mystery of Broadcom Inc.'s fourth major customer, and Mizuho analyst Vijay Rakesh has a theory.
We came across a bearish thesis on QUALCOMM Incorporated on Irrational Analysis’s Substack. In this article, we will ...
Jensen Huang was wrapping up a trip celebrating the Lunar New Year in Asia this past January when Masayoshi Son, the chief ...
The Dow Jones industrial average hit a record, surpassing its prior all-time high, which was set in early October.
Elon Musk’s xAI is reportedly signing a $20 billion deal with Nvidia to supply GPUs for its Memphis Colossus 2 data center. The deal represents another major win for Nvidia as competition in the AI ...
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Analyst on Advanced Micro Devices (AMD)-OpenAI Deal: ‘We Are Not As Worried About Circularity’
Vivek Arya, senior semiconductor analyst at Bank of America Securities, said in a recent program on CNBC that he is bullish ...
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