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Artificial Intelligence

Nvidia’s Blockbuster Quarter and 70% Outlook Reshape the AI Compute Chain

Record results raise system economics, increase Nvidia’s index weight, expose the industry to rising DRAM and HBM costs.

AMD Repriced as CPUs Emerge as New Engine for AI Infrastructure

Cathie Wood Increases Nvidia Stakes Across Ark’s Five Largest ETFs

AMD Shares Slip After Q4 Beat as Executives Sell $33 Million

Analysts Lift Nvidia Targets as Broadcom Projects $100 Billion in 2027 AI Chip Sales

AMD Slumps After Q4 Beat on Cautious Q1 Outlook and China AI Chip Disclosure

Oracle Plans Up to $50 Billion Raise to Finance AI Data‑Center Expansion

AMD Climbs as AI Bets Build, Even With Nvidia Set to Lead Data Centers

Nvidia Strikes $20 Billion Groq Deal as AI Demand Keeps Outrunning Supply

Moore Threads Soars Fivefold in Shanghai Debut After $1.1 Billion IPO

Broadcom Sets New High as AI Builds Boost Outlook

Nvidia’s AI Lead Draws Fresh Upgrades as Big-Compute Financing Emerges and Bubble Warnings Intensify

Nvidia Stays Out Front in AI Chips as OpenAI Lines Up AMD and U.S. Clears UAE Shipments