Intel (INTC) stock climbed higher Wednesday on a report that rival Taiwan Semiconductor (TSM) is in talks with a group of chipmakers, including Nvidia (NVDA) and AMD (AMD), that would run Intel’s chip manufacturing business. According to Reuters, the consortium, which would also include Broadcom (AVGO), would take over Intel’s foundry business, which is responsible…
Photo: Michael M. Santiago (Getty Images), Anna Rose Layden (Getty Images), Jon Cherry (Getty Images), Scott Olson (Getty Images), Justin Sullivan (Getty Images), Chris McGrath (Getty Images), Brandon Bell (Getty Images), Illustration: Jack Taylor (Getty Images) kinjavideo-197491 Nvidia (NVDA), Super Micro Computer (SMCI), and Dell (DELL) shares plunged Monday after Singapore said it’s investigating whether…
Chipsets known as graphics processing units (GPUs) are perhaps the most important hardware in generative AI development right now. For the last couple of years, investing in semiconductor stocks has generally been a great idea — as you’re nearly guaranteed some form of exposure to GPUs or data centers. However, 2025 hasn’t gotten off to…
(Bloomberg) — Nvidia Corp., the chipmaker at the center of an AI spending boom, delivered good-but-not-great quarterly numbers, disappointing investors accustomed to blowout results. Most Read from Bloomberg Sales will be about $43 billion in the fiscal first quarter, which runs through April, Nvidia said on Wednesday. Analysts had estimated $42.3 billion on average, with…
Nvidia (NVDA) stock seesawed in early trading Thursday after the company’s fourth quarter earnings topped Wall Street’s expectations but its outlook for first quarter gross margin came in lower than Wall Street expected. NasdaqGS – Nasdaq Real Time Price • USD As of 10:07:42 AM EST. Market Open. Nvidia guided for gross margins of roughly…
Nvidia (NVDA) said Wednesday that its latest Blackwell AI chips have reached full-scale production, generating $11 billion in revenue during its fourth quarter. “We delivered $11.0 billion of Blackwell architecture revenue in the fourth quarter of fiscal 2025, the fastest product ramp in our company’s history,” said Nvidia CFO Colette Kress in comments released with…
By Max A. Cherney and Arsheeya Bajwa (Reuters) – Nvidia forecast first-quarter revenue above market estimates on Wednesday, expecting strong demand for its leading AI chips to persist as businesses spend heavily to expand generative artificial intelligence infrastructure. Its shares sank roughly 1% in choppy extended trading, after closing up 3.7% in regular trading. Nvidia…
AP Photo/David Zalubowski, File; Getty Images; Chelsea Jia Feng/BI Nvidia will report earnings on Wednesday, with investors focused on Blackwell demand impact from DeepSeek. DeepSeek’s AI model raised concerns about reduced GPU sales when it debuted last month. Most analysts expect Nvidia to beat earnings estimates and potentially raise guidance. Nvidia has a high bar…
US stocks fell on Monday as the threat of tariffs against Mexico and Canada were put back on the table, and investors awaited this week’s Nvidia (NVDA) earnings. The Dow Jones Industrial Average (^DJI) was little changed, while the S&P 500 (^GSPC) fell 0.5%. The tech-heavy Nasdaq Composite (^IXIC) fell 1.2% as Microsoft (MSFT), Nvidia…
With its shares more than doubling year to date, Super Micro Computer (NASDAQ: SMCI) is bouncing back from the crisis caused by uncertainty about its accounting practices. But is this recovery a fluke or the start of a new bull run? Let’s dig deeper to determine what 2025 might have in store for this artificial…