It is worth looking deeper into how AMD got into a position to benefit from the agentic AI boom and started directly threatening Nvidia (NVDA). There are two main reasons why Nvidia should feel ...

All three stocks have solid potential upside, but one looks like the best buy right now.

Most capital chasing the generative AI theme has flowed into chips. Semiconductor funds have absorbed the bulk of inflows, ...

The AI supercomputing market is booming, driven by generative AI, efficient liquid-cooled infrastructures, and industrial-scale "AI factories." Opportunities lie in energy-efficient systems, advanced ...

Nvidia Corporation is rated a Hold, favoring patience until a price pullback or a new wave of enterprise AI adoption emerges.

Sell AMD. Even with AI momentum, the article highlights Nvidia’s expanding addressable market (Vera CPU ~$200B) and ...

The article’s core edge is that Nvidia is shifting from “GPU supplier” to “AI infrastructure foundation layer,” monetizing the full stack (compute, networking, orchestration, CPUs). Record data-center ...

Discover the top 10 companies to invest in for 2026, covering hardware powerhouses, cloud leaders, and software giants!

Computex 2026 kicks off Tuesday in Taipei with Nvidia’s N1X ARM laptop chip confirmed for Monday’s Jensen Huang keynote, Intel’s first purpose-built gaming handheld chip already announced, Qualcomm ...

Wedbush’s Dan Ives went on The Pomp Podcast with Anthony Pompliano and laid out a thesis that should reframe how you think about every AI position in your portfolio. His line: “This is 3rd inning, 1 ...

NVIDIA's new server CPU doesn't win outright in most tests, but it's running very close to AMD's EPYC, which is incredible ...

Explore the semiconductor market's volatility amidst the AI gold rush, weighing potential gains against historical investment ...