TD Cowen forecasts that Nvidia’s revenue from AI chips will “more than double” from $100 billion in 2024 to $262 billion in 2030 as the market continues to expand. We are “incrementally more confident ...

Intel Corporation, Qualcomm Incorporated, Advanced Micro Devices Inc. Read 's Market Analysis on Investing.com ...

AMD remains a viable rebound investing story, thanks to its overly discounted valuations, robust free cash flow, and healthy ...

The chipmaker invested $3.2 billion in capital expenditures in fiscal 2025, expanding Blackwell accelerator production and AI infrastructure. Analysts expect first-quarter 2026 capex to hover around ...

As the demand for AI and VFX workstations grows, AMD is challenging Intel's dominance in the segment with Threadripper Pro ...

Nvidia ( NVDA -0.99%), Apple ( AAPL -0.98%), and Microsoft ( MSFT -0.21%) are the three most valuable stocks in the world ...

Nvidia is planning to build Taiwan’s first AI supercomputer while deepening partnerships with local heavyweights Foxconn and ...

Nvidia CEO Jensen Huang shared a bold vision of the future this week, envisioning data centers turning into collaborative "AI ...

Nvidia (NASDAQ: NVDA) is the second-largest company in the world with a market cap of $3.3 trillion as of this writing, and ...

TD Cowen is growing more optimistic about the company’s ability to dominate the market through the end of the decade.

Valued at a market cap of over $3 trillion, Nvidia (NVDA) is a semiconductor giant that has delivered market-beating returns to shareholders in the last decade. Despite its outsized gains, analysts ...

Candace Rondeaux dives into the geopolitics of compute power and AI sovereignty through the lens of physical compute power.