While the Tata unit will be the first to make chips from scratch in India, the government has also approved US-based Micron Technology’s plant, a packaging...
The relentless stream of AI headlines makes it hard to get a sense of which businesses are real winners in the AI boom—and which will win...
Share: US NFP revisions worry the market on Friday. Unemployment Rate rises to 3.9%, above 3.7% consensus. China raises $27 billion investment vehicle to produce advanced chips. NASDAQ...
Share: AMD stock rises more than 11% on Nvidia earnings excitement. Nvidia raised its Q1 revenue guidance by $2 billion to $24 billion. Market loves AI...
Share: Nvidia releases Q4 earnings after the close on Wednesday, February 21. Wall Street consensus has Nvidia earnings $4.64 in adjusted EPS. Revenue is projected to...
Share: Nvidia stock overtook Amazon’s market cap on Monday. NVDA stock has gained for five consecutive weeks and is up 45% YTD. Beamr Imaging stock rose...
Share: AMD price action looks likely to score fourth straight week of gains. S&P Global PMIs show Services overperforming, while Manufacturing underperforms. AMD gains at Friday...
Share: BABA stock loses 8%, moving below $80. Revenue for the fiscal Q2 misses consensus by $230 million. Management decides against spinning off the cloud business for...
Share: Nvidia could lose out on more than $5 billion in sales to China. Wall Street Journal: Biden administration’s export controls on AI chips already in...
Share: Intel nearly doubles earnings expectations for Q3. Revenue comes in strong on rising PC sales. Wall Street analysts raise their price targets on newfound trust...
Share: AMD has retested a long-term resistance trendline and looks ready to rally. Traders should focus on the $119 level, which is nearly 12% higher than...
Share: Nvidia is trading lower at the start of Wednesday’s session. NVDA is more than 13% off its August 24 all-time high. The Federal Reserve will...
Share: Arm Holdings gained 24.7% on Thursday debut. ARM stock sells off Friday after initial rally. Higher Oil prices are affecting market sentiment as inflation indicators...
Share: NVDA sells off after initial rally on Thursday open. Nvidia has purchased a chunk of the Arm Holdings IPO. The IPO saw traders cheer as...
The next step is less certain. America is building factories, but can it find the workers to operate them? With the jobless rate near a five-decade...
Share: Nvidia climbed 7.1% on Monday as NASDAQ gained 1%. UBS raised its price target on NVDA to $540 early Tuesday. July US Retail Sales strongly...