Who's a bigger customer for TSMC – Nvidia or Apple?
Nvidia is set to become as large a customer as Apple (NASDAQ:AAPL) for Taiwan Semiconductor Manufacturing Co this year, as the chipmaker’s AI-driven growth accelerates.
5 big analyst AI moves: Bullish on Marvell, memory stocks; Dell price target cut
Bank of America analysts lowered their price target on Dell Technologies Inc (NYSE: DELL) to $150 from $155 ahead of the ...
‘Bull Run Isn’t Over,’ Says John Vinh About Nvidia Stock
Nvidia (NASDAQ:NVDA) has been the poster child of the current bull market, riding a wave of unprecedented growth. However, ...
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Nvidia Stock Pauses Despite Debut Of Blackwell. What The King Of AI Chips Needs Now.
Nvidia was flying high until DeepSeek and custom AI chips shot new threats in its path. Investors hope its upcoming earnings ...
Week Ahead: US PCE, Nvidia Earnings, German Election, PBoC MLF, ECB Mins, Aus CPI
Market Overview Analysis by Newsquawk Voice Ltd (Ryan Anderson) covering: NVIDIA Corporation. Read Newsquawk Voice Ltd (Ryan Anderson)'s latest article on Investing.com ...
3 Stocks to Profit From the AI Revolution
Artificial intelligence (AI) has been a leading driver for many tech stocks like Nvidia in recent years. There are several ...
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Competition, tariffs and DeepSeek: How Nvidia overcomes its threats
Even if its customers keep spending, Nvidia faces growing competitive threats – some more serious than others. One of the leading contenders is US semiconductor designer AMD (US:AMD) . The company ...
Analyst Says Nvidia (NVDA) Revenue Will ‘Really Take Off’ Next Year
Jeffrey Small from Arbor Financial said in a latest program on Schwab Network that the latest dip of NVIDIA Corporation (NASDAQ:NVDA) shares was a buying opportunity. He believes Nvidia’s revenues ...
What Nvidia bulls are whispering about before its big earnings report
The Street is sticking with Nvidia (NVDA) into its market-moving earnings report next week. Despite China-based DeepSeek ...
Is Nvidia Stock a Buy, Sell, or Hold Before February 26?
Nvidia ( NVDA) is a Wall Street darling, a company that has defined trends and moved the rest of the market by itself. It earned its throne, first by revolutionizing gaming GPUs and then by seizing on ...
Why one Nvidia bull thinks things look 'spectacular' heading into the AI chipmaker's earnings
Evercore analyst Mark Lipacis said in a recent note that there are three reasons for the more cautious tone: 1) DeepSeek ...
DeepSeek bubble gone? Nvidia's Jensen Huang has smartly made some investment decisions that have propelled the stock to its early January levels; here they are
Nvidia stock has bounced back to pre-plunge levels after strategic changes in its investment portfolio. The chipmaker reduced ...