In 2022, I wrote that GPUs were headed in the wrong direction — their price, size, and power consumption were off the charts. And while I still believe that’s true, I can now confirm Nvidia has at ...

Shares of AMD have not experienced the same type of gains as those of rival Nvidia, but that could change over the next few years.

As Donald Trump begins his second presidential term, market participants’ clamor for the “Trump Trade” is growing stronger. Marked by expectations around deregulation, tax cuts, infrastructure ...

Stanley Druckenmiller’s decision to sell over 200,000 shares of Nvidia may seem surprising given the stock’s AI-fueled surge. While some have speculated it was a matter of the legendary investor ...

Despite Super Micro Computer's (NASDAQ:SMCI) volatile 2024, Loop Capital reiterated its Buy rating on the stock due in part to Nvidia's (NASDAQ:NVDA) Blackwell ramp. Super Micro develops storage and ...

David Tepper manages the highly successful hedge fund Appaloosa, which sold Nvidia and bought Vistra during the third quarter ...

President Trump also rolled out a significant AI infrastructure investment exceeding $500 billion, a shot in the arm for the ...

The company will bring in third-party investors in its foreign subsidiary NetFoundry as it continues with its strategy to ...