Nvidia Shares Slide From Record as AI Spending Concerns Surface
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is entering 2026 under closer investor scrutiny after a powerful…
AI Bubble or Not, These 3 Stocks Make Excellent Long-Term Plays to Buy in January
ASML’s most advanced machines will be essential for producing next-generation artificial intelligence (AI) chips. Nvidia’s investment thesis is…
AMD Shares Are Climbing — AI Memory Demand Fuels Analyst Optimism
This article first appeared on GuruFocus. Advanced Micro Devices (NASDAQ:AMD) shares climbed about 5% on Friday as analysts…
3 High-Conviction AI Stocks With 10x Potential by 2036
AMD is on track to become a growing competitive threat to Nvidia. CoreWeave’s artificial intelligence (AI)-specific cloud ecosystem…
What Is the Best Artificial Intelligence (AI) Stock to Hold for the Next 10 Years?
Chip designers such as Nvidia, Advanced Micro Devices, and Broadcom serve as the backbone of generative AI development.…
Is AMD’s Soaring AI Fueled Share Price Still Justified in 2025?
If you are wondering whether Advanced Micro Devices at around $215 a share is still a smart buy…
Chinese AI champion iFlytek sets up new entity to expand into semiconductor design
The new entity, Shandong Yixun Information Technology, was incorporated last week with a registered capital of 50 million…
Could This Be the Next Stock to Join the Likes of Nvidia, Alphabet, and Amazon in the $1 Trillion Club?
Oracle is building hundreds of data centers to meet demand for computing capacity from artificial intelligence developers. The…
Could AMD Finally Close the Gap on Nvidia AI Dominance?
Throughout its history, Advanced Micro Devices (NASDAQ: AMD) has developed a reputation for closing or at least reducing…
Which AI Chip Stock Will Outperform in 2026?
Two of the top semiconductor companies looking to eat into Nvidia’s (NASDAQ: NVDA) artificial intelligence (AI) infrastructure dominance…
Nvidia and AMD Brace for Surging AI Demand in 2026
This article first appeared on GuruFocus. A broad group of semiconductor companies remain optimistic about supply and demand…
China narrows AI gap with US 3 years after initial ChatGPT shock
Chinese government authorities sent urgent requests to various experts, including professors from Tsinghua University, to provide briefings on…