Zacks66d agoneutral
Can Intel's Expanded AI Infrastructure Portfolio Drive Future Growth?INTC rolls out Xeon 6 Plus chips, Ethernet E835 controllers and Crescent Island AI GPU, aiming to boost data-center, cloud and edge AI efficiency.
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Motley Fool66d agobullish
AMD vs. Nvidia Stock: One Metric Tells Me Which Is Clearly the Better BuyAMD looks far more expensive than Nvidia.
GuruFocus.com66d agoneutral
Arm Names ByteDance, Oracle as AI CPU CustomersArm says major cloud and tech customers are using its data center CPUs.
GuruFocus.com66d agobullish
Cathie Wood Is Buying Nvidia and Dumping This AI Chip GiantNvidia Wins Big Vote of Confidence as Cathie Wood Cuts AMD Exposure
24/7 Wall St.66d agoneutral
Apple Loses Big Because Of Nvidia PC ChipsNvidia (NASDAQ: NVDA) stunned the tech world when it launched its RTX Spark chip for PCs. The company called it “the most efficient PC chip ever built.” In its announcement, it said it has partnerships with PC companies Dell Technologies, Lenovo, Microsoft (NASDAQ: MSFT), HP, Asus, and MSI. Apple (NASDAQ: AAPL) was not on the ... Apple Loses Big Because Of Nvidia PC Chips
Zacks66d agoneutral
Will AI Servers Keep Micron's DRAM Demand Momentum Strong?MU rides on the AI-server boom with Q2'26 revenues soaring 196% year over year as DRAM, HBM and server memory demand outstrips supply.
GuruFocus.com66d agoneutral
AMD Joins DriveNets Funding RoundDriveNets raised $410 million to expand AI networking infrastructure.
24/7 Wall St.66d agoneutral
Why Intel Just Got the Endorsement of a Lifetime From Two Trillion-Dollar CompaniesFor most of the last decade, Intel (NASDAQ:INTC) was the stock you didn’t want to own. NVIDIA crushed it on AI accelerators, TSMC ate its foundry lunch, and AMD chipped away at its server franchise. I’ve been tracking this turnaround story since CEO Lip-Bu Tan took the helm, and what I’m seeing now is a ... Why Intel Just Got the Endorsement of a Lifetime From Two Trillion-Dollar Companies
24/7 Wall St.66d agobearish
An Overlooked Income ETF Minted a Double While Selling Covered Calls on AMD’s Historic RunTen thousand dollars dropped into the YieldMax AMD Option Income Strategy ETF (NYSEARCA:AMDY) on the last trading day of 2025 was worth about $20,144 by the close on May 29, 2026. The same ten thousand parked in SPDR S&P 500 ETF Trust (NYSEARCA:SPY) was worth about $11,093. That gap, an income ETF doubling while the ... An Overlooked Income ETF Minted a Double While Selling Covered Calls on AMD’s Historic Run
Stocktwits66d agoneutral
SMCI Stock Rises Premarket – What’s The AMD And Arm Connection?Supermicro announced the AMD Helios platform for high-performance AI training and inference, as well as a new Arm AGI CPU rack-scale infrastructure for enterprise agentic AI workloads.
Barrons.com66d agobearish
Nvidia Stock Pops as Cathie Wood’s ARK Piles In, Sells This Rival Chip Maker’s SharesNvidia stock was gaining after Cathie Wood’s ARK Invest funds acquired a total of 300,017 Nvidia shares on Monday.
The Wall Street Journal66d agoneutral
Why ‘Nvidia Inside’ Can Work in the PC MarketThe world’s only $5 trillion company can sell the concept that AI computing won’t be confined to data centers.
Simply Wall St.66d agoneutral
Is Rackspace (RXT) Quietly Recasting Its Cloud Identity Around Regulated, AMD-Powered Enterprise AI?Earlier in 2026, Rackspace Technology announced a memorandum of understanding with AMD to integrate Instinct GPUs and EPYC CPUs into a fully managed, governed enterprise AI cloud, while expanding AI collaborations with partners such as Palantir and Uniphore for regulated and sovereign workloads. This pivot toward operating AI at scale within core enterprise systems, supported by embedded platform engineering teams, signals a deeper focus on regulated, higher-value cloud and AI services...
Reuters Videos66d agoneutralVIDEO
Jensen Huang: Nvidia can fuel AI growth despite supply constraints<body><p>STORY: Nvidia CEO Jensen Huang said Tuesday that his company has secured enough supply to support strong growth.</p><p>The comments come as demand for chips surges amid the AI boom.</p><p>And Huang says it's true for both the graphics chips and Nvidia's new central processing units: </p><p>“We've secured supply for very robust growth of all of those systems. For very robust growth of our CPUs, for very robust growth of our CPUs for storage and CX for storage, for CPUs plus GPUs for Vera Rubin. We have supply for very, very robust growth, but we're still supply constrained.”</p><p>Huang was speaking a day after Nvidia unveiled a new chip called the RTX Spark.</p><p>:: June 1, 2026</p><p>It's designed to bring advanced AI capabilities to personal computers.</p><p>Set to launch in the fall, the product will put Nvidia in direct competition with AMD, Intel, and Apple.</p><p>Huang said the RTX Spark is part of the firm's partnership with Microsoft to “reinvent the PC” for the AI era.</p><p>He was speaking during the weeklong Computex tech event in Taiwan, where he was born: </p><p>“Taiwan is such an incredible strategic partner for the United States because Taiwan is investing in the ecosystem, the manufacturing in the United States. If you look at TSMC and Amkor and SPIL and Wistron and Foxconn, the amount of investment they put into the United States so that the global supply chain could be as diversified and resilient, redundant as possible is incredible.”</p><p>Huang said Nvidia's Vera data center CPUs would be even more popular than its GPUs because of their key role in processing information.</p></body>
Barrons.com66d agoneutral
Even Nvidia Will Struggle to Save the PCChip stocks, led by Intel and Qualcomm fell sharply, while PC stocks, led by Dell Technologies and HP jumped. A new kind of PC, even one armed with an Nvidia chip, will be an uphill climb. Amid a memory shortage, it could hardly be a worse moment to be launching a new PC platform.
Stocktwits66d agoneutral
Cathie Wood's ARK Loads Up NVDA Stock Amid PC Chip Boost — And Sold $57M In AMDWood’s ARK funds also trimmed their stakes in TSMC and Teradyne.
Bloomberg67d agoneutral
Nvidia Boss Says Workers Should Be Paid ‘as Much as Possible’(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang said he pays his workers as much as possible, weighing in on a growing global debate about how profits from the AI infrastructure boom should be shared.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAndrew Left Foun
Reuters67d agoneutral
Nvidia CEO says has capacity to supply robust CPU and GPU growthNvidia boss Jensen Huang said on Tuesday the company has enough supply to accommodate robust growth for central processing units (CPUs) as well as graphics processing units (GPUs) as it rides a boom in artificial intelligence. Chief Executive Huang was speaking at Nvidia's GTC press conference during Computex week in Taipei, a day after the $5 trillion chip giant unveiled a new chip that processes AI capabilities directly. Nvidia's new chip, which will be launched in the fall, puts AI capabilities directly into laptops and desktop computers, pitting it against the likes of Advanced Micro Devices, Intel and Apple.
StockStory67d agoneutral
Why Intel (INTC) Stock Is Trading Lower TodayShares of computer processor maker Intel (NASDAQ:INTC) fell 4.1% in the afternoon session after rival Nvidia announced its foray into the personal computer chip market with a new AI superchip, posing a direct competitive threat.
Motley Fool67d agobullish
Why AMD Stock Soared 46% in MayAMD stock is on fire. Its huge May gain follows a 74% surge in April.
TheStreet67d agobearish
TSMC executive drops blunt message on AI chip’s next frontierWall Street has spent years pricing AI chip stocks on one core assumption: raw computing power wins. More transistors, more speed, more performance. That was the race, and investors bid up names including Nvidia (NVDA), Taiwan Semiconductor Manufacturing Company (TSM), and Broadcom (AVGO) ...
The Wall Street Journal67d agoneutral
AI Trade Gets a Fresh Boost—Heard on the Street RecapThe AI ecosystem got another boost Monday. Anthropic’s surprise IPO filing and Nvidia’s move into the PC market proved good news for a host of tech names exposed to AI. Among them, ARM Holdings jumped nearly 16% on the belief that Nvidia’s entry into PCs will boost the market share of its basic chip designs that rival the x86 chips made by Intel and AMD.
Reuters67d agoneutral
DriveNets secures $410 million in latest funding round, AMD joins as investorDriveNets, an Israeli networking software firm, said it has raised $410 million in its latest funding round led by Bessemer Venture Partners and Atreides Management, taking its total capital-raise so far to $1 billion. New investors AMD and Red Dot Capital joined the round, while existing investors Pitango and D1 Capital Partners also participated. The company would use the proceeds to meet the surging demand for large-scale AI infrastructure, CEO Ido Susan said.
GuruFocus.com67d agoneutral
AMD Target Raised as AI CPU Demand BuildsMizuho lifted its AMD target to $615, citing strong agentic AI demand across the CPU market.
24/7 Wall St.67d agoneutral
AMD Nearing 52-Week High: Buy, Sell or Hold?At $516.10, Advanced Micro Devices (NASDAQ:AMD) is a hold. The stock sits roughly 10% below its 52-week high of $527.20 after one of the most violent rerates in mega-cap tech. AMD designs the EPYC server CPUs and Instinct GPU accelerators powering the AI data center buildout, alongside Ryzen client chips and embedded silicon. The Data ... AMD Nearing 52-Week High: Buy, Sell or Hold?
GuruFocus.com67d agobullish
Nvidia Stock Jumps After New PC Push Triggers Selloff in Intel, AMDNvidia Surges After Unveiling New Threat to Intel and AMD
Motley Fool67d agoneutral
Cathie Wood Just Loaded Up on This Sizzling Artificial Intelligence (AI) Semiconductor IPO StockCerebras offers a new way to play the AI boom through chips.
GuruFocus.com67d agoneutral
Nvidia Debuts RTX Spark Superchip for AI PCsNew chip brings high-performance personal AI tools to Windows laptops and desktops.