The 1 Number: 2,957,362 H100-equivalent GPUs. That is what NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shipped in a single quarter, and it explains why the AI compute leader still has a long…
Yesterday, I flagged Intel‘s (NASDAQ:INTC | INTC Price Prediction) first-anniversary print under CEO Lip-Bu Tan as the moment the turnaround thesis would either harden or crack. It hardened. Shares have ripped to…
AMD (NASDAQ:AMD | AMD Price Prediction) CEO Lisa Su told the Axios AI+ Summit last week that “We’re only in year two of a ‘massive ten-year cycle’ of rapid AI advancements and…
Rich Duprey Northland Capital Markets analyst Gus Richard downgraded Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock to Market Perform from Outperform on Monday with a $260 price target. The contrarian call lands…
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are trading near $85 in early action Monday, capping an extraordinary run that has lifted INTC stock roughly 90% in April so far. The…
When Intel (NASDAQ:INTC | INTC Price Prediction) released its Q1 2026 earnings last week, the semiconductor sector got a clear signal: the AI demand story holds firm, and it’s expanding beyond GPUs…
Pre-Market Stock Futures: The futures are trading lower as we get set to start a new trading week, and after last week’s string of record highs, it may be tough to duplicate…
At first glance, it doesn’t make much sense. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) — the undisputed leader of the AI chip boom — trades at roughly half the forward earnings multiple…
An analyst firm just made the bull case for one of the year’s hottest semiconductor stories. Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) was upgraded to Buy from Neutral at DA…
Which CPU company has dominated 2026 so far: Intel (NASDAQ:INTC | INTC Price Prediction), Arm Holdings (NASDAQ:ARM), or Advanced Micro Devices (NASDAQ:AMD)? The leaderboard just got reshuffled this morning. Intel stock gapped…
Robotics and automation have moved well beyond the trade‑show stage and into a real investment cycle. Companies across manufacturing, logistics, and fulfillment are deploying collaborative robots, machine‑vision systems, and autonomous mobile robots…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are up 13% in Friday morning trading, changing hands near $346 after closing Thursday at $305.33. The move pushes AMD stock to…
Live Updates Google Bets 1:16pm ETGoogle (NASDAQ: GOOGL) is deepening its bet on AI, committing another $10 billion to Anthropic at a $350 billion valuation. Bloomberg reports an additional $30 billion could…
Gerelyn Terzo Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) closed Thursday at $199.64, leaving the AI chip leader up just 7% year to date. NVIDIA shares trade only slightly above $200 on Friday…
On March 25, 2026, we sent thousands of investors an email titled “Is Intel The Must-Own Stock for 2026?” The argument was simple: agentic AI was about to shift the bottleneck from…
