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 Swings Lower Despite Nvidia Partnership, Analysts Still Bullish
Alpha and Omega initially surged on Nvidia partnership but turned negative as profit-taking and market trends pressured ...
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 ...