Analyst Says Nvidia Set to Regain Leadership as AI Fears Fade
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) shares are positioned for renewed strength heading into year-end and…
ByteDance Plans $23 Billion AI Spending Spree
This article first appeared on GuruFocus. ByteDance, the private company behind TikTok, is getting ready to open the…
Nvidia, AMD Could See Billions in Revenue from Soaring China AI Demand in 2026
This article first appeared on GuruFocus. Shares of Nvidia (NASDAQ:NVDA) and AMD (NASDAQ:AMD) inched up about 0.5% on…
Super Micro Jumps as AI Server Demand Explodes — Nebius Struggles to Keep Pace
This article first appeared on GuruFocus. Nebius (NASDAQ:NBIS) and Super Micro Computer (NASDAQ:SMCI) present contrasting routes to benefit…
Nvidia Stock Climbs as H200 AI Chips Eye China Market
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) shares rose about 1.5% on Tuesday morning as reports said…
Can AI Hype Justify a 176% Surge?
This article first appeared on GuruFocus. Market participants are bracing for Micron Technology (NASDAQ:MU) to report earnings after…
AI Chip Shortage Seen Pushing Smartphone Prices Higher in 2026
This article first appeared on GuruFocus. Apple (AAPL, Financials) and other smartphone makers are expected to face higher…
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…
Alibaba and ByteDance Want Nvidia New Chip. Supply Is the Next Question
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) told Chinese clients that it may expand production of its…
Rivian Unveils Custom AI Chip as It Expands Self-Driving Plans
This article first appeared on GuruFocus. Rivian Automotive, Inc. (RIVN, Financials) rolled out a custom artificial intelligence chip…
Oracle Stock in Spotlight — Top Analyst See 65% Upside Ahead of Q2 Earnings
This article first appeared on GuruFocus. Oracle (NYSE:ORCL) is heading into its fiscal Q2 earnings on Wednesday, Dec.…
Microsoft Sparks AI Chip Battle — Talks With Broadcom on Custom Silicon
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is in talks with Broadcom (NASDAQ:AVGO) to co-design custom chips…