Intel Is Eyeing an AI Acquisition. Its Track Record Isn’t Great.
Intel is reportedly in talks to acquire AI start-up SambaNova. SambaNova designs custom AI chips and rack-scale systems…
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…
Nvidia Weighs Boosting H200 Output as China Demand Surges
This article first appeared on GuruFocus. Nvidia (NVDA, Financials) is considering increasing production of its H200 artificial intelligence…
China H200 Export Shift, AI Spending Jitters, and Wall Street Forecasts (Dec. 14, 2025)
NVIDIA Corporation (NASDAQ: NVDA) heads into the new trading week at the center of a fast-moving intersection of…
The Nvidia Blackwell vs. Google TPU Battle Explained – AI’s Biggest 2026 Showdown
24/7 Wall St Google’s custom TPU chips are emerging as a serious challenger to NVIDIA’s GPUs, driven by…
Wall Street Says This AI Stock Is the Best Buy
Nvidia and Broadcom are key suppliers of artificial intelligence infrastructure, but Wall Street says Nvidia is the better…
Nvidia’s AI Dominance Is Still Building. Could the Stock Go Even Higher?
Nvidia’s main industry is expected to have a 29% compound annual growth rate, and it is far surpassing…
Should NVIDIA’s US$2 Billion AI Partnership And Synopsys’ Strong Q4 Results Require Action From Synopsys (SNPS) Investors?
In December 2025, Synopsys reported fourth-quarter revenue of US$2,254.86 million and basic EPS from continuing operations of US$2.42,…
Meet My Top 5 Artificial Intelligence (AI) Stocks for 2026
AMD is battling to gain some ground on Nvidia in the GPU space. Alphabet’s TPUs, which it designed…
Is Nvidia Still Attractive After 2025 AI Boom And Recent Share Price Pullback?
If you are wondering whether NVIDIA is still worth buying after its massive run, you are not alone.…
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…
Nebius Group vs. Iren Limited
Companies appear set to spend trillions on AI infrastructure this decade. Nebius Group is growing fast, but its…