Leo is back and he has a lot to say about Nvidia. Let us know what you think and would you really bet against Jen-Hsun? 00:00 ...
KeyBanc Capital Markets highlights top semiconductor stocks for 2025, including Nvidia, Arm Holdings, and Applied Materials, ...
Nvidia has hinted that it plans to enter the Windows PC market, and we have compiled all the details about Nvidia's upcoming ARM chipset.
Arm's valuation is at risk with China's DeepSeek AI tool impacting demand for AI chips, high P/E ratio unsustainable despite partnerships. See more on ARM here.
In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA), Arm Holdings (NASDAQ: ARM), ASML (NASDAQ: ...
The president joined leaders from OpenAI, Oracle and SoftBank to launch the ambitious project, but questions remain about its ...
Stargate is a private $500 billion artificial intelligence (AI) infrastructure project that has begun building massive data ...
Arm Holdings (NASDAQ: ARM) is a key player in the global semiconductor industry. The good part is that Arm's critical ...
It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy ...
Instead, it comes from what appears to be an Nvidia consumer, Chinese AI service provider DeepSeek. A DeepSeek research paper ...
Melius Research on Tuesday downgraded AMD (NASDAQ:AMD) stock to Hold from Buy, raising concerns over the long-term prospects for the chipmaker in the x86 server and PC markets.
DeepSeek is a Chinese AI firm specializing in large language models (LLMs). Founded in 2023 by Liang Wenfeng, a co-founder of hedge fund High-Flyer, the company develops open-source AI models.