GPUs

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....

NVIDIA Corporation (NASDAQ:NVDA) was one of several technology stocks hit by the emergence of Chinese AI competitor DeepSeek. An analyst sees the pullback as a buying opportunity. The NVDA Analyst: Morgan Stanley analyst Joseph Moore maintains an Overweight rating on Nvidia with a $152 price target...

Semiconductor company NVIDIA Corporation (NASDAQ:NVDA) suffered the biggest single day value wipeout for a U.S. company Monday. The company dropped around $600 billion. Here's a look at how the stock's move impacted CEO Jensen Huang's wealth. What Happened: Nvidia CEO Jensen Huang revealed in...

NVIDIA Corp (NASDAQ:NVDA) could have one of its biggest weeks in company history ahead with the launch of RTX 5090 and RTX 5080, its new graphic cards it highlighted at the 2025 CES conference. Ahead of the release, some people are braving the cold camping out to be the first to get their hands on...

NVIDIA Corporation (NASDAQ:NVDA) analysts are highlighting the company's upcoming product line and growth in segments like robotics and artificial intelligence after CEO Jensen Huang's keynote at the 2025 CES conference. The NVDA Analysts: Benchmark analyst Cody Acree reiterated a Buy rating on...

Jensen Huang is one of the world’s most popular technocrats, spearheading the artificial intelligence behemoth Nvidia Corp. (NASDAQ:NVDA)— currently the second-most valued company with a market capitalization of $3.38 trillion. His views on technology, life, and philosophy have been the...

On Wednesday, Jensen Huang, CEO of Nvidia Corporation (NASDAQ:NVDA) said that the demand for the company’s next-gen Blackwell GPU platform is “insane.” What Happened: Huang was on CNBC’s Closing Bell Overtime, alongside Julie Sweet, CEO of Accenture...

Oracle Corp (NYSE:ORCL) shares are diving Tuesday afternoon after Elon Musk’s xAI ended talks with Oracle regarding a potential server deal. What To Know: According to a report from The Information, confirmed by Musk, Oracle and xAI have stopped discussions regarding a potential expansion of...