Advanced Micro Devices (NASDAQ: AMD), and why investors should be cheering after Oracle's (NYSE: ORCL) earnings. To learn more, check out the short video, consider subscribing, and click the special offer link below.

BofA analyst Vivek Arya said in a note to clients that he is focusing on Nvidia’s gross profit margins and their recovery as a key to a meaningful rebound in the stock. “Nvidia’s stock peaked last year (June) right around the time gross margins peaked around 79% in the Hopper product cycle,

After retreating 27% in the past three weeks, Nvidia stock is attempting a rebound. Several Wall Street bulls say shares of the AI chipmaker are trading at an attractive valuation now.On Tuesday, Nvidia stock hit a six-month low of 104.

The talks come after the Trump administration requested TSMC to assist in turning around the troubled technology company.

STORY: Shares of Intel rose as much as 7% on Wednesday following a Reuters report that Taiwanese chipmaking giant TSMC has pitched several U.S. chip designers on taking stakes in a joint venture that would operate struggling Intel factories.