What happens when rivals become partners? We're about to find out following AMD's announcement that two of its second-generation EPYC processors will be included in Nvidia's recently announced third-generation Nvidia DGX A100…
AMD is optimistic about the future, particularly the data center business, even if analysts don’t see much upside for the stock.
Nvidia has been a star performer in a strong semiconductor industry and may have still more upside after its Mellanox acquisition.
On Tuesday, AMD's chief financial officer laid out how the company plans to become cash-flow positive this year and generate a "significant amount of cash" over the next few years. Investors did…
Four large-cap leaders semiconductor stand out and remain analyst favorites at BofA Securities. They remain good long-term holdings for more aggressive growth accounts.
If analysts are right, Nvidia stock is still a buy, even though shares are trading well above the consensus price target.
Lisa Su was the highest paid CEO in 2019, with a $58.5 million package. She has positioned AMD for success in high-growth areas.
The May 15 short interest data have been compared with the previous report. Short interest moves in these selected semiconductor stocks were mixed.
AMD is fighting a two-front battle against two heavily armed competitors. Will shareholders, a notoriously shortsighted crowd, stick with AMD?
AMD has a powerful chip and a powerful stock, but has to reckon with competition from Intel, the coronavirus and trade tension with China.
AMD’s semiconductors are used in many industries and strength in the sector bodes well for the economy and the market.
TSMC will build a silicon chip manufacturing plant in the U.S. and that changes the competitive landscape for AMD and rival Nvidia.
AMD was having a great year until the coronavirus hit. How do Nvidia’s acquisition of Mellanox and manufacturing constraints change the outlook?
Even in bear markets and recessions, some nimble companies either have incredibly resilient management teams or just happen to be in the right place at the right time.
The April 30 short interest data have been compared with the previous report. Short interest in most of these selected semiconductor stocks decreased.
