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 ...
Vanguard Dividend Appreciation Index Fund ETF offers strong long-term potential due to tech sector overweighting. Learn more ...
OpenAI's recent chip procurement deals with AMD and Broadcom signal a strategic effort to reduce reliance on Nvidia ...
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.
The Dow Jones industrial average hit a record, surpassing its prior all-time high, which was set in early October.
Vivek Arya, senior semiconductor analyst at Bank of America Securities, said in a recent program on CNBC that he is bullish ...
AMD (AMD) and Broadcom may have greater revenue upside than expected, investment firm J.P. Morgan said. Read for more.
Intel (NASDAQ:INTC) has emerged as a magnet for high-profile partnerships and investments in 2025, signaling a potential ...
ASML sells its machines to semiconductor fabricators such as Taiwan Semiconductor, Samsung Electronics, and Intel. The uptick ...
Nvidia shares rose after Taiwan Semiconductor produced the first U.S.-made Blackwell wafer, with analysts maintaining bullish ...
OpenAI’s massive chip orders from Nvidia, AMD, and Broadcom raise questions of bubble versus boom as the company’s novel financing methods and scale of compute capacity challenge suppliers and ...