If you hold Advanced Micro Devices (AMD), this week has been unsettling. The stock hasn’t plummeted like Oracle, but the ...
It’s a ‘sliding scale’ strategy, analysts say of Trump’s U-turn – preserve American market share while dampening Beijing’s ...
On November 18, Citi analyst Christopher Danely said in a note that “almost everyone has [the] same positions” across the semiconductor industry, but Advanced Micro Devices, Inc. (NASDAQ:AMD) is the ...
In this episode of “Uncanny Valley” we take you through our recent conversation with Lisa Su and go behind the scenes of our ...
Advanced Micro Devices, Inc. ( AMD) Barclays 23rd Annual Global Technology Conference December 10, 2025 1:25 PM EST Good to go. All right, everyone. Welcome back to the Barclays Global Tech Conference ...
Overview: NVIDIA remains the strongest contender to lead chip stocks in 2026 due to unmatched AI data center growth.AMD is ...
In a major trade policy shift, President Donald Trump announced the removal of export controls on Nvidia's H200 chips for ...
Nvidia has denied reports that Chinese AI startup DeepSeek is using smuggled Blackwell GPUs, calling the claims "far-fetched.
“For Canada, the semiconductor sector is both a strategic vulnerability and a once-in-a-generation opportunity for growth,” the report, released by Canada’s Semiconductor Council (CSC), CMC ...
US and China AI rivalry gets sharper as NVIDIA sells downgraded chips to China, helping you anticipate supply shifts and ...
Executive SummaryOn December 8, the Trump administration announced plans to loosen U.S. export controls on artificial intelligence (AI) chips to China by approving the sale of Nvidia H200 chips—the ...
According to MarketsandMarkets™, the AI Chip Market is projected to grow from USD 203.24 billion in 2025 to USD 564.87 ...