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Amazon and AMD each have stakes in Marvell Technology, driving increased interest from Wall Street and investors.
HSBC analyst Frank Lee maintains NVIDIA (NASDAQ:NVDA) with a Buy and raises the price target from $295 to $325.
BofA's sell signal just flashed. Fund managers went all-in on equities, hard-landing fears collapsed, and 73% now name long semis the most crowded trade.
Will the US ease AI chip rules on China? CEO Lisa Su's high-level Beijing meeting sparks optimism for AMD and the semiconductor sector.
Direxion's Mo Sparks says Google may be monetizing AI more effectively than rivals through its TPU, cloud, Gemini and search strategy.
Direxion's Mo Sparks says Nvidia investors may focus more on Jensen Huang's commentary and AI outlook than quarterly earnings numbers.
AUUD stock faces profit-taking Tuesday. Discover why Auddia Inc. is pulling back after a 90% rally and what analysts say about its LT350 AI infrastructure.
Gerber flagged Nvidia and Micron as AI supercycle winners as Huang said AI will drive massive, long-term demand for computing infrastructure.
Elon Musk reacted as NVIDIA shipped its Vera AI systems to SpaceXAI, OpenAI, Anthropic and Oracle ahead of earnings.
Alphabet and Blackstone are launching a multibillion-dollar AI infrastructure venture to meet soaring demand for AI computing power.