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.
Amazon is reportedly in talks to buy the autonomous mobility company Zoox as it looks to automation to cut warehousing and shipping costs.
24/7 Wall St. has identified 10 stocks that have screamed higher since the panic selling levels in March. Their valuations are now considerably higher than what most of Wall Street's analysts have…
Nvidia stock has been hot throughout 2020, but can it continue its winning streak?
AMD is fighting a two-front battle against two heavily armed competitors. Will shareholders, a notoriously shortsighted crowd, stick with AMD?
Tuesday's top analyst upgrades and downgrades included Chembio Diagnostics, Cognex, Cree, Deere, Gilead Sciences, Halliburton, iRobot, Lam Research, Nvidia, Regeneron Pharmaceuticals, Sorrento Therapeutics and Take-Two Interactive Software.
AMD has a powerful chip and a powerful stock, but has to reckon with competition from Intel, the coronavirus and trade tension with China.
While Nvidia will not abandon its gaming business, the company is pinning its hopes for growth on the data center business. The recent Mellanox Technologies acquisition should help.
Paul Ausick Friday's top analyst upgrades and downgrades included Agilent Technologies, Aurora Cannabis, Best Buy, Box, Marvell Technology, Nvidia, Palo Alto Networks, Roku, Splunk and TJX Companies.
