News

Nvidia, Palantir, and AMD Have a Nearly $13 Billion Warning for Wall Street -- but Are You Paying Attention?

While their respective share price appreciation indicates everything is going great for Nvidia, Palantir, and AMD, all three ...

Bessent says unusual Nvidia, AMD revenue-sharing deal could be a ‘model’ for other industries

Bessent called the deal “unique,” before suggesting that it could be a lot less unique soon. Scholars have another word: ...

Trump’s unusual deal with Nvidia and AMD sparks concerns, legal questions

Nvidia and AMD agreed to pay the U.S. government 15% of its revenue from the sale of a certain chips to China. Is that legal?

Where Nvidia and AMD make their money: revenue by country

See where Nvidia and AMD earn their revenue, broken down by country, and why geographic exposure matters for chip investors amid U.S.-China tensions.

Nvidia Stock Wavers, AMD Gains. What’s Driving the AI Chip Players.

AI cloud company CoreWeave said demand is “insatiable” for servers containing Nvidia hardware but analysts say the next ...

The semiconductors costing Nvidia, AMD dearly

Nvidia and other US chip companies have lobbied against the tough restrictions in recent years on selling cutting-edge ...

What AMD, CoreWeave, and Nvidia Stock Investors Should Know About Recent Updates

Nvidia denies rumors that its next-generation Rubin AI chip is delayed.

Lisa Su Runs AMD—and Is Out for Nvidia’s Blood

While everyone else has been talking about Nvidia’s GPUs, Lisa Su has discreetly turned AMD into a chipmaking phenom. And as ...