Who NVDA competes with, buys from, and sells to — from its SEC filings.
Micron stock has cleared a crucial resistance level as traders focus on its upcoming earnings, with the average estimate being a 352% revenue surge.
Trump, Mike Johnson and tech CEOs will reportedly meet Sept. 29 to discuss AI regulation, safety and U.S. competitiveness.
PurePlay ETFs CEO Joseph DeYonker says Micron is still priced like a memory cycle and names HBM guidance as the key number for Sept. 30 earnings.
MarketVector’s Josh Kaplan calls AI semiconductor stocks a “dangerous playground” as investors rotate across an increasingly crowded trade.
Nvidia captures huge AI chip profits, but MarketVector’s Josh Kaplan sees foundries such as TSMC gaining a bigger share of the economics.
Jensen’s Allen Bond says investors may be overlooking Veeva, Verisk and Broadridge as AI reshapes software and business services.
AMD crossed $1 trillion and Meta's Muse rattled subscription stocks. Meanwhile, Treasury yields hit 2007 highs.
SemiAnalysis says GPU scarcity is so severe that even poorly configured cloud infrastructure is still finding buyers at healthy margins.
Paul Kedrosky warns AI spending is creating a “slop economy” while debt-backed data centers echo the run-up to 2008.
Bank of America lifts its AMD target to $720, arguing AI agents will drive server CPU sales to $211 billion by 2030. Nvidia and Intel stay Buy.