Nvidia notes that its Vera server CPU is poised for widespread adoption by customers. The shrinking share of x86 server CPUs and Nvidia's entry into this market doesn't bode well for Intel and AMD. 10 ...
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Intel and AMD each dropped 4% while NVIDIA held flat, backed by China's H200 import easing and analyst Vivek Arya's "compelling opportunity" call. Broadcom dropped 5% and SMH slid 1%, with elevated ...
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Intel's 7% drop and AMD's 6% slide outpace NVIDIA's 3% pullback, an order that is the reverse of AI exposure ranking, suggesting a positioning unwind rather than a demand shift. SOXX falling 6% ...
AMD hit a $1 trillion market cap on September 21, 2026, becoming the fourth US chipmaker to reach the milestone, driven by AI chip demand.
Nvidia (NVDA +0.22%) has established itself as the artificial intelligence (AI) chip leader, delivering double- and even triple-digit growth in recent quarters. This is thanks to the company's early ...
Agentic AI continues to gain momentum. People can now use AI to deploy autonomous agents that can complete tasks with very little human interaction. While graphics processing units (GPUs) have always ...
Retail sentiment diverged, with Stocktwits users bearish on NVDA and AVGO but bullish on AMD and INTC. Chip stocks led a ...
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AMD's stock rallies after Raymond James turns more bullish given the company's strength in the more than $200 billion market for server CPUs Shares of AMD rose Tuesday. Shares of Advanced Micro ...