Nvidia is confronting a new challenge, even as AI spending keeps increasing
Investors seem worried about the potential for increased competition in the AI-chip market.
Investors seem worried about the potential for increased competition in the AI-chip market.
Investors seem worried about the potential for increased competition in the AI-chip market.
Nvidia didn't start this bull market. But it has come to define it.
Neutral
The leading chipmaker is highly dependent on a small group of customers.
Bullish
Shares of ON Semiconductor (NASDAQ:ON) are up 7% on Wednesday, trading near $99 as the analog chipmaker extends an extraordinary April rally. Through ...
Neutral
Nvidia remains one of the best ways to invest in AI.
Neutral
Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocksThis analyst's 2025 picks are up 106% on average. He just named his ...
Neutral
How you answer the question of whether the chipmaker is overvalued will depend on which metric you choose to focus on.
Neutral
An entity backed by asset manager Tract Capital Management LP and Fleet Data Centers I LP sold the five-year notes at 99 cents on the dollar to yield ...
Bullish
Wall Street loves a comeback story, but it does not always trust one. Intel has been a graveyard for investor patience for most of the past decade. Th...
Neutral
The AI trade has been one of the most powerful market narratives in decades, but it’s also been one of the most narrowly defined. For the past two yea...
A Wall Street Journal report said that the ChatGPT maker missed some financial targets.
Bullish
Brent crude rose 3% to around $108 per barrel while the Cboe Volatility Index hovered at 18.
Neutral
Shares of Nvidia are now up 16% on the year after slumping in March.
Bullish
We are right in the heart of earnings season with 42% of the S&P 500 reporting this week, including most of the Mag7. The performance of the stock mar...
Neutral
Nvidia and Netflix are two of the most popular stocks in the market.
Neutral
Eagle Strategies LLC reduced its stake in NVIDIA Corporation by 5.5% during the fourth quarter, selling 4,228 shares to hold 72,897 shares valued at a...
Bullish
Neutral
Hedge funds have significantly reduced their exposure to U.S. tech stocks, marking their largest exit in nearly a year. This move sparks questions abo...