Nvidia is set to beat expectations, with strong revenue forecast of $48b for Q2 and expected growth through 2026, driven by ...

AMD and Intel are winning share at the margins but can't break Nvidia's CUDA ecosystem and supply chain advantages by 2028.

The agreement between the chipmakers and the U.S. government will allow Nvidia and AMD to obtain export licenses to resume ...

The company is pushing the idea that AI-generated graphics will be a key to improved productivity in factories and warehouses ...

Several top Senate Democrats are urging President Trump to walk back a deal with Nvidia and AMD that would allow the companies to sell artificial intelligence (AI) chips to China after they agreed ...

NVIDIA Corporation (NASDAQ:NVDA) is one of the Must-Watch AI Stocks on Wall Street. On August 13, Mizuho analyst Vijay Rakesh ...

The three main public cloud providers all reiterated that demand exceeds computing capacity, which means they will continue ...

Cambricon’s prospects have been boosted by the Chinese government’s determination to use local AI chips in data centres.

SoundHound AI stock is generating blistering revenue growth right now, as some of the world's biggest brands adopt its ...

Coatue’s Philippe Laffont rotates into platforms, cloud capacity, and long-term AI demand drivers with bold bets.

Billionaire George Soros is all-in on AI, with a massive ramp-up in Nvidia holdings leading the charge. Fresh Q2 13F filings ...

Is the good news fully priced in? Explore key insights on demand, stockpiling, and margins. Read why NVDA is a Hold.