AI, NVIDIA and AMD

Nvidia Stock Rises. Why AMD, Alphabet Earnings Are Boosting the AI Chip Maker.
Nvidia was gaining early on Wednesday after Google-parent Alphabet committed to spending on artificial-intelligence infrastructure and rival Advanced Micro Devices’ AI chip revenue disappointed. Nvidia shares were up 0.
Google's big AI-spending plans are boosting chip stocks like Nvidia
Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek shakeup disrupting the AI narrative.
AMD's AI chip revenue miss hits shares amid pressure from Nvidia
By Kanchana Chakravarty and Zaheer Kachwala (Reuters) -Advanced Micro Devices shares tumbled 8% on Wednesday after the company's AI chip revenue failed to meet analysts' high expectations, underscoring its struggle to grab market share from well-entrenched market leader Nvidia.
Nvidia Stock Rises. Why the Chip Maker Is Getting a Much-Needed Boost.
Shares in the AI chip maker rose 5% Wednesday and was up again early Thursday as Big Tech's spending plans remained in focus.
Why Nvidia, Broadcom, and Other Chip Stocks Are Surging Wednesday
Key Takeaways Nvidia and Broadcom shares surged Wednesday after Google parent Alphabet, a customer of both chipmakers, said it plans to ramp up spending on artificial intelligence. Alphabet said Tuesday that it plans to spend as much as $75 billion in capital expenditures this year,
AMD's AI chip revenue miss knocks shares amid intense rivalry with Nvidia
By Kanchana Chakravarty and Zaheer Kachwala (Reuters) -Advanced Micro Devices shares tumbled more than 10% on Wednesday after the company's AI chip revenue failed to meet lofty expectations, reinforcing its struggles to grab market share from well-entrenched market leader Nvidia.
NVDA Stock Warning: Alphabet Could Soon Rival Nvidia With AI Chip Business Worth ‘Billions’
Nvidia’s (NVDA) chip supremacy has dominated the artificial intelligence narrative over the past two years. However, some experts think that Alphabet (GOOG) (GOOGL) may enter the chip market and even challenge Nvidia’s dominance.
DeepSeek has rattled large AI players — but smaller chip firms see it as a force multiplier
While the emergence of DeepSeek has hit Nvidia's stock, smaller AI chip companies say they're experiencing increased demand ...
DeepSeek Shocked the AI Market Last Week. Here's Why Nvidia's Latest Move Should Crush the Panic.
This may lead to greater sales of Nvidia's latest GPUs as they can maximize inferencing performance. The company's new ...
Tech war: China's chip firms embrace DeepSeek in AI self-sufficiency drive
DeepSeek has given China's artificial intelligence (AI) push a shot in the arm, as the country's chip developers and cloud ...
Global chip sales rose 19.1% in 2024 and will hit double digit growth in 2025 thanks to AI | SIA
Global semiconductor chip sales rose 19.1% to $627.6 billion in 2024 and growth is expected to grow double-digit percentages in 2025.
Nvidia Calls China's DeepSeek an "Excellent AI Advancement": Should Investors Press the Buy Button?
If DeepSeek does make AI software more widespread, that could drive more uses and boost demand for Nvidia's chips. Following ...
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Malaysia Rejects Claims of NVIDIA AI Chip Smuggling To China
The Malaysian government takes seriously allegations that the country is being used as a transit point for smuggling NVIDIA ...
Frenzy for new Nvidia gaming chips causes chaos in Tokyo
An electronics store in Tokyo has apologized after hundreds of Chinese buyers who flocked there to get their hands on the latest Nvidia gaming chips brought mayhem to the neighborhood.
Nvidia CEO meets with Trump as administration weighs new limits on chip exports to China
Startup DeekSeek is highlighting advances in China's AI industry. The Trump administration is weighing new restrictions on ...
Senators urge tougher chip controls to stymie Chinese AI advance
Republican Josh Hawley and Democrat Elizabeth Warren blame Silicon Valley for export-ban loopholes that China’s AI chatbot ...
MarketWatch3d
Does DeepSeek spell doomsday for Nvidia and other AI stocks? Here’s what to know.
That’s the big question on the minds of investors Monday, given the newfound attention on DeepSeek, a Chinese AI app that ...
Nvidia stock falls as Trump’s tariffs send shockwaves across the market
Nvidia stock dropped as much as 5% in early trading Monday, extending the prior week’s declines as investors reacted to Trump ...