Palantir just showed why Nvidia stock can plunge on May 21

It may be impossible for the face of the artificial intelligence (AI) revolution to meet or exceed investors' otherworldly ...

Prediction: It's Not Too Late to Buy AMD Stock as Revenue Surges

With the rise of agentic AI, now is the time for data central processing units (CPUs) to shine, and AMD is one of the ...

Wall Street is rushing to raise price targets for AMD stock after earnings. Here's the bull case from 6 top firms.

AMD stock surged after reporting a strong earnings beat. Several Wall Street firms lifted their price targets for the chip ...

Intel vs. AMD: Which Stock Is the Better Buy for the Agentic AI Boom?

The rise of agentic AI seems to have turbocharged Intel's turnaround, as it has always been a leader in CPU design. In the ...

Don’t sleep on AMD’s GPU business

AMD's stock gains recently have been driven largely by enthusiasm for the company's central processing units. But it will be important for investors to monitor momentum in graphics processing units as ...
Blockonomi

Nvidia (NVDA) Stock Inches Up 2.4% While AMD Rockets 15% — What’s Behind the Disconnect?

Nvidia (NVDA) stock rose just 2.4% while AMD surged 15% on earnings. The AI chip market is shifting from GPUs to CPUs—and ...

GPU Pricing Remains Broken, Even if It Has Stopped Getting Worse

GPU prices have stopped getting worse, but they have not gotten much better either. Demand has fallen, prices remain elevated ...