Samsung HBM roadmap shows Google could become Nvidia's fiercest competitor in AI by 2026, but I wonder what's happening to Microsoft
The HBM space is currently dominated by South Korean memory giant SK Hynix and its chief rival (and neighbor) Samsung, ...
3 reasons why Nvidia is underperforming the S&P 500 going into its earnings
In a note on Monday, Evercore ISI analyst Mark Lipacis pointed to three reasons for the weakness after talking with clients: 1) DeepSeek lowering AI demand in aggregate, 2) DeepSeek shifting AI ...
Alpha and Omega rises as it secures AI server order with Nvidia
Alpha and Omega Semiconductor (AOSL) shares climbed during Friday trading after the company secured a deal to provide crucial ...
Despite DeepSeek rout, BofA Securities maintains a Buy on Nvidia; here's why
BofA Securities analyst Vivek Arya maintained a bullish stance on Nvidia as he predicted sustained growth due to strong ...
Nvidia sell-off hasn't rocked this bull looking for a nearly 60% pop in the AI darling
One of Wall Street's biggest Nvidia (NVDA) bulls is standing pat in the face of a fierce sell-off in the stock. BofA's Vivek ...
Nvidia Remains a Top Analyst Pick Ahead of Q4 Earnings
BofA Stands by Nvidia as Top Stock Pick ...
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Analyst updates Nvidia stock price as China retaliates on tariffs
A Wall Street analyst sees more upside for Nvidia (NASDAQ: NVDA) stock despite the equity facing uncertainty amid escalating ...
BofA reiterates Nvidia as Top Pick ahead of Q4 earnings
Investing.com -- Bank of America (BofA) maintained a Buy rating on Nvidia (NASDAQ: NVDA) stock, reiterating the technology ...
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Nvidia GeForce RTX 5080 release date, price, and specs
The Nvidia GeForce RTX 5080 is built on a new architecture, using one of the company’s new Blackwell RTX 50 GPU designs. While the RTX 5090 is rumored to use a large new chip, codenamed GB202 ...
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Nvidia GeForce RTX 5070 release date window, price, and specs
The Nvidia GeForce RTX 5070 is now official, with Nvidia taking the wraps off its latest mid-range gaming GPU at the CES 2025 trade show on January 6. Despite having specs that largely align with ...