Nvidia is set to beat expectations, with strong revenue forecast of $48b for Q2 and expected growth through 2026, driven by ...

AMD and Intel are winning share at the margins but can't break Nvidia's CUDA ecosystem and supply chain advantages by 2028.

U.S. President Donald Trump on Aug. 11 approved an arrangement that lets Nvidia resume selling certain AI chips in China in ...

Is the good news fully priced in? Explore key insights on demand, stockpiling, and margins. Read why NVDA is a Hold.

Cambricon’s prospects have been boosted by the Chinese government’s determination to use local AI chips in data centres.

Winning the AI race requires an export offensive, not a fortress mentality. By diffusing compliant U.S. technology worldwide, ...

VAST Data said the Petasus AI Cloud combines its disaggregated, shared-everything (DASE) platform with Nvidia HGX servers ...

In its latest shake-up, Wedbush added CrowdStrike, Roblox, GE Vernova, and Nebius to its illustrious group of 30 AI-driven businesses. Ives said these businesses are well-positioned to capitalize on ...

On company-specific concerns, Nvidia has pushed back against an analyst report suggesting it is delaying the production of its next-generation Rubin hardware to better match chips from rival Advanced ...

Hedge funds invest in Microsoft, UnitedHealth and homebuilders. ETFs like MAGS, IHF and XHB let you invest like billionaires.

Copilot+ PCs don't still don't offer any groundbreaking on-device AI features. And don't expect improvements to cloud-based ...