GPUs

Jensen Huang, CEO of NVIDIA Corporation (NASDAQ:NVDA), has unveiled a new $200 billion market for the company, courtesy of its latest product, the Vera CPU. Huang disclosed this new market potential during Wednesday’s first-quarter earnings call. The Vera CPU, introduced in March, is sold...

Nvidia Corp. (NASDAQ:NVDA) is set to report earnings after the close Wednesday, and options traders are positioning for a sizable move in the AI chip leader's stock. NVDA stock is moving ahead of earnings. See the price action here.  Expectations remain high heading into the print. Consensus...

Wall Street may be obsessing over Nvidia Corp‘s (NASDAQ:NVDA) next-generation Blackwell chips, but the company’s partner, CoreWeave, Inc. (NASDAQ:CRWV), just hinted that an overlooked trade could be older GPUs. Older-generation Nvidia GPUs — including Hopper and Ampere systems — are "...

Amazon.com Inc. (NASDAQ:AMZN) is adding fuel to the latest round of Marvell Technology Inc. (NASDAQ:MRVL) mania. MRVL stock is moving. See the chart and price action here. Amazon's Q1 13F filing shows the hyperscaler increased its stake in Marvell, a notable vote of confidence in one of the chip...

Shares of Advanced Micro Devices (NASDAQ:AMD) are soaring after the company's first-quarter financial results. While shares are hitting all-time highs on Wednesday, analysts think there's even more upside ahead. The AMD Analysts KeyBanc analyst John Vinh reiterated and Overweight rating and raised...

Advanced Micro Devices (NASDAQ:AMD) reports first-quarter (Q1) financial results Tuesday after market close, a report that could put semiconductor stocks in the spotlight. Here are the earnings estimates, what analysts are saying and key items to watch. AMD Q1 Earnings Estimates Analysts expect AMD...

Intel Corp.’s (NASDAQ:INTC) blowout first-quarter earnings report is lifting the broader semiconductor space, with shares of Advanced Micro Devices Inc (NASDAQ:AMD) and Arm Holdings PLC – ADR (NASDAQ:ARM) catching a strong sympathy bid in Thursday’s session. AMD stock is climbing...

The insatiable demand for Nvidia Corp.’s (NASDAQ:NCDA) cutting-edge GB200 and upcoming GB300 systems is driving an unprecedented acceleration in production, according to Clark Tang, a Partner at Altimeter Capital, who recently spent a week engaging with the chipmaker’s supply chain...

Advanced Micro Devices Inc. (NASDAQ: AMD) and NVIDIA Corporation (NASDAQ: NVDA) have been rivals in the graphics card space for years. After Nvidia’s dominant position, AMD may have a strong competitor coming. What Happened: AMD highlighted new products at Computex 2025, including its Radeon...

NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang announced new details of the company's roadmap at a keynote this week. The announcement and future roadmap items could help send Nvidia stock higher and Huang might not know for days, weeks or months at a time. Humble Huang: While the wealth of...

Super Micro Computer Inc. (NASDAQ:SMCI) guided for higher fourth quarter revenue during its earnings call on Tuesday. The company anticipated strong demand for artificial intelligence infrastructure solutions, specifically those powered by Nvidia Corp.’s (NASDAQ:NVDA) Blackwell GPUs. What...

NVIDIA Corporation (NASDAQ:NVDA) will likely be one of the top stocks to watch next week. The company's annual GTC conference, often referred to as the Global AI Conference, will take place, and CEO Jensen Huang will once again provide a keynote speech. What Happened: The GTC Conference runs March...

President Donald Trump's tariffs on Mexico, Canada and China went into effect Tuesday. A top tech analyst examines how tariffs might affect technology stocks. The Analyst Takeaways: Wedbush analyst Daniel Ives said tariffs could create a "game of geopolitical poker," but he isn't panicking. "There...

NVIDIA Corporation (NASDAQ:NVDA) analysts see strong Blackwell demand and improved guidance, brushing off several concerns for the semiconductor company after its fourth-quarter financial results. The Nvidia Analysts: JPMorgan analyst Harlan Sur reiterated an Overweight rating on Nvidia with a $...

Nvidia Corporation‘s (NASDAQ:NVDA) new GPUs are so popular that they sold out and saw scalpers sell the products for huge profits after loyal fans camped out in tents outside stores. The company has enacted a new plan to give its loyal users first access to "Founders Edition" graphics cards....