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Nvidia

AMD Soars on AI Beat as Arm Warns of Supply Limits for New AGI CPU

Agentic AI is pushing inference that needs more CPUs across data centers.

Nvidia’s Jensen Huang to Join Trump’s China Trip for May 14–15 Xi Meetings

AI-Fueled Rally Sets Records as AMD Guides Higher and Alphabet Nears Nvidia

AI-Led Tech Rally Hits Crossroads as Fed Meets and Big Tech Reports

Nvidia Touches $5 Trillion as AI Chip Boom Propels Markets to New Highs

Nvidia’s AI Lead Persists as Markets Weigh Google TPUs and a Memory Squeeze

TSMC Sets Profit Record and Raises 2026 Outlook on Soaring AI Chip Demand

Nvidia Shares Sit 9% Off Highs as Investors Reassess AI Spending

Amazon Weighs Selling Its AI Chips as In‑House Silicon Surges

Amazon Shares Jump After Jassy Puts Hard Numbers on AI Revenue and Chips

Nvidia Invests $2 Billion in Marvell to Plug Custom Chips and Optics Into NVLink Fusion

Nvidia Now Trades at a Lower Forward P/E Than the S&P 500

Market Reprices AI Leaders as Nvidia’s Forward P/E Hits Seven-Year Low

Nvidia’s Valuation Slips Below the S&P 500 as Analysts Point to More AI Upside

Nvidia Maps $1 Trillion AI Chip Runway as Markets Hesitate

Arm Debuts First In‑House AGI CPU With Meta as Lead Customer

AI Spending Surge Meets Supply Threats and Market Jitters, With TSMC at the Center

AI Infrastructure Race Accelerates: Nvidia Projects $1 Trillion Orders as Microsoft Tests Rubin Racks and Oracle Highlights $553 Billion Backlog

Nvidia Pivots to Rack-Scale AI at GTC, Cites $1 Trillion in Blackwell–Rubin Orders Through 2027

Nvidia’s Robotaxi Stack Goes Mainstream as Uber Targets 2027 LA/SF Launch and 28 Cities by 2028