News

AMD shares climbed again Wednesday amid optimism about the company's plans to restart exports of its MI308 chips to China. Monitor these key chart levels.
Nvidia Corp.’s Jensen Huang spent months telling everyone what a grave mistake the US was making restricting shipments of ...
Nvidia Corporation regains momentum in China with H20's return, unlocking $17B FY26 sales potential. Click for our updated ...
Trump reverses AI chip restrictions on China, trading long-term tech leverage for short-term rare earth access. China regains key foothold in AI race.
Nvidia CEO Jensen Huang successfully lobbied for US export licenses to China, potentially generating billions in revenue.
Nvidia is gearing up to resume sales of its H20 artificial intelligence chips to China, following a meeting between its CEO, ...
This comes as US-China tensions ease, with China loosening rare earth exports and the US restoring chip design software ...
We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...
ASML Holding N.V. beats Q2 expectations with strong bookings and 2025 guidance. Click for my updated look at ASML earnings ...
Key Takeaways Nvidia and AMD lead the AI chip race with strong product demand and market growth.Alphabet and Microsoft are ...
HSBC analyst Frank Lee just upgraded Advanced Micro Devices (AMD) from “Hold” to “Buy,” doubling its price target from $100 ...