AMD remains a 'Strong Sell' due to significant overvaluation and persistent underperformance versus Nvidia, especially in AI ...

From now on, Chinese people won't be able to get any more chips from the US. And no, we are not talking about bags of Walkers ...

Additionally, Intel faces intense competition in chip design from Nvidia (NVDA) and AMD (AMD). Still, I believe the opportunities outweigh the risks. Despite dominant rivals, Intel’s valuation remains ...

High-frequency trading and sovereign AI projects drive demand for non-Nvidia AI chips, as startups offer cost-and ...

Broadcom’s AI revenue is booming with strong demand and buybacks boosting value, signaling more upside ahead. See why AVGO ...

Nvidia's leadership in AI chip technology has propelled it past Microsoft, highlighting the broader AI boom reshaping the ...