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Even Nvidia Will Struggle to Save the PC
Barrons.com68d agoneutral
Even Nvidia Will Struggle to Save the PC

Chip 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.

Super Micro Pushes Deeper Into AI Factories With Verda Europe Rollout
Simply Wall St.68d agoneutral
Super Micro Pushes Deeper Into AI Factories With Verda Europe Rollout

Super Micro Computer (NasdaqGS:SMCI) has introduced new AI data center solutions, including Data Center Building Block Solutions Blueprints for NVIDIA Vera Rubin. The company also released 12 new server platforms built on Intel Xeon 6+ processors, aimed at next generation AI workloads and high density deployments. Super Micro announced a large scale partnership with Verda to roll out its advanced AI systems across Europe, targeting sustainable, high performance cloud infrastructure. The new...

Nvidia CEO says has capacity to supply robust CPU and GPU growth
Reuters68d agoneutral
Nvidia CEO says has capacity to supply robust CPU and GPU growth

Nvidia 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.

Why Intel (INTC) Stock Is Trading Lower Today
StockStory68d agoneutral
Why Intel (INTC) Stock Is Trading Lower Today

Shares 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.

AI Trade Gets a Fresh Boost—Heard on the Street Recap
The Wall Street Journal69d agoneutral
AI Trade Gets a Fresh Boost—Heard on the Street Recap

The 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.

3 Nasdaq 100 Stocks We Find Risky
StockStory69d agoneutral
3 Nasdaq 100 Stocks We Find Risky

The Nasdaq 100 (^NDX) is known for housing some of the most innovative and fastest-growing companies in the market. But not every stock in the index is a winner - some are struggling with slowing growth, increasing competition, or unsustainable valuations.

How A Quiet Analyst Outlook Is Shaping The Evolving Story For Intel (INTC)
Simply Wall St.69d agoneutral
How A Quiet Analyst Outlook Is Shaping The Evolving Story For Intel (INTC)

Intel’s latest analyst update comes with no change in the price target, which keeps the current market view effectively on pause for now. With no new commentary from analysts to interpret, you are left reading between the lines of a steady target and limited fresh guidance. In the sections that follow, you will see how to track these kinds of quiet shifts so you can keep up with the evolving narrative around the stock. Stay updated as the Fair Value for Intel shifts by adding it to your...