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AMD's Radeon RX 9070 GRE Set for Potential Global Launch Amid U.S. Retail Sightings
AMD's Radeon RX 9070 GRE Set for Potential Global Launch Amid U.S. Retail Sightings
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TheStreet
Nvidia sends blunt message on China AI chip demand
Nvidia (NVDA) is suffering from a China problem. However, it has a China opportunity as well. CEO Jensen Huangsaid the company’s prediction of a $200 billion central processing unit market includes China, showing that Nvidia still anticipates strong long-term demand in one of the world’s most ...
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TheStreet
Nvidia CEO has blunt message on AI layoffs in 2026
Amazon cited AI efficiency when it eliminated 16,000 corporate roles. Microsoft cited AI when it cut more than 15,000 positions. Across Big Tech, the explanation for layoffs has become almost predictable: we are doing more with less, and AI is why. Jensen Huang has a problem with that story. And he ...
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Reuters
Qualcomm strikes AI chip deal with TikTok owner ByteDance, Bloomberg News reports
May 26 (Reuters) - Qualcomm reached a deal with TikTok owner ByteDance to supply chips for AI data centers, Bloomberg News reported on Tuesday, citing people familiar with the matter. Shares of the smartphone chip designer rose nearly 5%.
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Reuters
Micron closes in on $1 trillion market value as UBS triples share price target
May 26 (Reuters) - Shares of Micron Technology climbed about 14.2% in early trading on Tuesday after brokerage UBS sharply raised its target price for the stock citing stronger AI demand and long-term supply deals, taking the chipmaker closer to $1 trillion in market value.
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Trendline
Nvidia's $200 Billion CPU Market Forecast Includes China Amid U.S.-China Tensions
Nvidia's $200 Billion CPU Market Forecast Includes China Amid U.S.-China Tensions
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Trendline
AI Industry Sees Major Developments as SpaceX, Nvidia, OpenAI, and Anthropic Announce Milestones
AI Industry Sees Major Developments as SpaceX, Nvidia, OpenAI, and Anthropic Announce Milestones
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TheStreet
Intel CEO reveals rare ‘speed-of-light’ turnaround plan
"Speed of light." That's a phrase that gets thrown around in corporate turnaround stories so often that it has almost lost meaning: "We're moving faster." Most of the time, it is conference room language — something that sounds good in a press release and means very little in practice. When Intel ...
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Trendline
Nvidia's $200 Billion CPU Market Forecast Includes China Amid U.S.-China Tech Tensions
Nvidia's $200 Billion CPU Market Forecast Includes China Amid U.S.-China Tech Tensions
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TheStreet
AMD just beat rival chipmakers to the punch
Advanced Micro Devices (AMD) stock closed the May 22 trading session 3.99% up at $467.51, hitting its all-time high. The stock has rallied and made impressive year-to-date gains of 118.3% at the time of writing, Saturday morning, May 23. The rally has been boosted by hyperscalers increasing their ...
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Trendline
AMD's Radeon RX 9070 GRE Set for Global Launch, Expanding Beyond China
AMD's Radeon RX 9070 GRE Set for Global Launch, Expanding Beyond China
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TheStreet
JPMorgan resets Nvidia stock price target after earnings
Nvidia just delivered what analysts are calling one of the most consequential quarters in semiconductor history. The stock was already up nearly 20% year-to-date before the results landed. And JPMorgan's Harlan Sur still sees 25% upside from here. The reasoning behind that view is more nuanced than ...
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