Nvidia and AMD’s participation in xAI’s funding round means they are directly financing a rival to their major customers.

What are the Magnificent Seven stocks? How much market cap weighting do AAPL, MSFT, GOOGL, AMZN, META, TSLA and NVDA have on ...

Companies like AMD ( AMD) are angling to poach Nvidia’s customers and slice into its estimated 80% to 90% market share. Even Nvidia’s own customers are working on chips meant to cut down on their ...

Does Tenstorrent have the power to take on AI in the AI chip market? We explore the origins and plans of a $2.6bn chipmaker.

Could Nvidia stock fall by about 50% to levels of around $65 in the near term from the roughly $130 level it is at currently?

Despite long-term AI-driven growth, Amazon's current valuation reflects over-optimism. Near-term EV-to-EBITDA compression and ...

Another reason the AI bubble can burst in 2025 is due to the expected resolution of GPU scarcity that's sent Nvidia's stock ...

Nvidia 's ( NVDA 3.08%) stock has been a huge winner each of the past two years. After surging over 238% in 2023, the stock has soared approximately 164% this year, as of this writing. Those are two ...

Fundstrat's Tom Lee says that Nvidia could grow tenfold over the next decade, potentially reaching $1 trillion in revenue.

Nvidia's Blackwell chip has taken the world by storm. For that reason, Yahoo Finance has selected Blackwell as its 2024 ...

CEO Andy Jassy noted, "We've seen significant reacceleration of AWS growth for the last four quarters," putting its ...

and most analysts believe it is also the primary reason Amazon’s stock has done so well. The new competition could be from ...