To The Moon

(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called "A16" will enter production in the second half of 2026, setting up a showdown with l

(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called "A16" will enter production in the second half of 2026, setting up a showdown with l

Nvidia stock rises over 2% in morning trading as Evercore ISI initiates Nvidia as outperform.Evercore said Nvidia is an “ecosystem play, not a semiconductor company.”“We think investors underestimate

Taiwan Semiconductor Manufacturing Co Ltd is expected to report a 23% drop in fourth-quarter profit on Thursday, but analysts predict better growth this year on the back of rebounding demand.The likel

Intel Corp. appointed Hewlett Packard Enterprise Co. executive Justin Hotard to head its data center and artificial intelligence group, bringing in an outsider to run a division crucial to the chipmak

Arm Holdings (NASDAQ: ARM) and AMD (NASDAQ: AMD) shares fell sharply on Tuesday amid a broader sell-off in tech stocks and concerns about ongoing geopolitical issues in the semiconductor industry.ARM

After a magnificent 2023, NVDA stock could roar in 2024 as Nvidia remains a go-to source for processors to power AI applications.

This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with:. Nine years ago I had never heard of Nvidia before. I am not proud of this seeing as I like to eat, sleep, and breathe investing. The company just wasn't on my radar screen, what can I say.It wasn't until my former boss Jim Cramer began discussing the company's chip advancements every day inside TheStreet's HQ that I started digging into the company, in part to hold an intelligent conversation with the Big Guy and write stories for him. Jim was so far out ahead of the Nvidia story, heck of a call.Wall Street analysts on average forecast Nvidia's earnings will grow nearly 70% over the next year . And Nvidia's trailing 12 month price-to-earnings ratio of 64 is almost triple the S&P 500's.Meantime, Intel has begun to spring back to life under CEO Pat Gelsinger after a

Advanced Micro Devices, Inc. reported strong Q3 FY2023 results, exceeding revenue and profit expectations.Data Center and Client segments drove growth, while the Gaming segment declined but showed imp

NVIDIA is still considered the unstoppable force in the graphics processor market.But is AMD really that far behind, or are they being underestimated?

Watch GPU rental prices carefully. They’re very sensitive to changes in supply and demand.

ZINGER KEY POINTSAdvanced Micro Devices launches Instinct MI300X Data Center GPU targeting AI and ML workloads.AMD increases its 2027 data center accelerator TAM from around $150bn to around $400bn.Ad

AMD appears confident it can rival Nvidia and Intel. Luckily for AMD, the shortage of Nvidia GPUs in the market has created a void and plenty of hungry partners.Many of my recent opinion pieces on MarketWatch have centered around the world of AI and how computing companies including AMD , Nvidia and Intel are addressing it. Sometimes I field questions asking me why, or if, I think the AI revolution is really just a fad?AMD was under similar pressure from its investors: Is growth in the AI space really something that is sustainable and will bring value to shareholders?Nvidia did announce the H200 just last month with up to 141GB of memory and better overall performance, but it isn't available for testing yet so AMD couldn't run any comparisons.

While Nvidia (NVDA) should continue to grow very quickly, the valuation of NVDA stock is high and it is facing multiple, important threats.

Advanced Micro Devices, Inc. showcased significant growth in Q3, outperforming competitors like Nvidia with a 350% increase in year-over-year diluted EPS.Strategic acquisitions and partnerships, such

Nvidia Corporation reported better than expected results for FQ3, driven by strong demand for AI chips in its Data Center business.The company beat both top and bottom line estimates, with revenues coming in $2.0B higher than expected.Nvidia's gross margins exceeded 70% and showed a significant improvement compared to the previous year, indicating successful growth translation.Nvidia's AI Foundry and generative AI are catalysts for growth.However, the market appears to be losing interest in Nvidia, creating sentiment risks. Shares remain widely overpriced. BING-JHEN HONG Nvidia Corporation reported much better than expected results for its fiscal third quarter last Tuesday. The chipmaker is seeing a massive acceleration of its revenue growth due to a strong showing in the Data Center business and benefited from a massive up-lift in gross margins that I previously did not expect. Although the gross margin picture has changed for the better and the company has a huge opportunity in ge

GPU giant Nvidia (NASDAQ:NVDA) already operates the DGX Cloud, but the Jensen Huang-led company looks to be pushing further into the cloud services space, potentially going up against the likes of Ama

(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called "A16" will enter production in the second half of 2026, setting up a showdown with l

Nvidia stock rises over 2% in morning trading as Evercore ISI initiates Nvidia as outperform.Evercore said Nvidia is an “ecosystem play, not a semiconductor company.”“We think investors underestimate

(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called "A16" will enter production in the second half of 2026, setting up a showdown with l

Taiwan Semiconductor Manufacturing Co Ltd is expected to report a 23% drop in fourth-quarter profit on Thursday, but analysts predict better growth this year on the back of rebounding demand.The likel

Intel Corp. appointed Hewlett Packard Enterprise Co. executive Justin Hotard to head its data center and artificial intelligence group, bringing in an outsider to run a division crucial to the chipmak

This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with:. Nine years ago I had never heard of Nvidia before. I am not proud of this seeing as I like to eat, sleep, and breathe investing. The company just wasn't on my radar screen, what can I say.It wasn't until my former boss Jim Cramer began discussing the company's chip advancements every day inside TheStreet's HQ that I started digging into the company, in part to hold an intelligent conversation with the Big Guy and write stories for him. Jim was so far out ahead of the Nvidia story, heck of a call.Wall Street analysts on average forecast Nvidia's earnings will grow nearly 70% over the next year . And Nvidia's trailing 12 month price-to-earnings ratio of 64 is almost triple the S&P 500's.Meantime, Intel has begun to spring back to life under CEO Pat Gelsinger after a

NVIDIA is still considered the unstoppable force in the graphics processor market.But is AMD really that far behind, or are they being underestimated?

Arm Holdings (NASDAQ: ARM) and AMD (NASDAQ: AMD) shares fell sharply on Tuesday amid a broader sell-off in tech stocks and concerns about ongoing geopolitical issues in the semiconductor industry.ARM

Watch GPU rental prices carefully. They’re very sensitive to changes in supply and demand.

Advanced Micro Devices, Inc. reported strong Q3 FY2023 results, exceeding revenue and profit expectations.Data Center and Client segments drove growth, while the Gaming segment declined but showed imp

While Nvidia (NVDA) should continue to grow very quickly, the valuation of NVDA stock is high and it is facing multiple, important threats.

Advanced Micro Devices, Inc. showcased significant growth in Q3, outperforming competitors like Nvidia with a 350% increase in year-over-year diluted EPS.Strategic acquisitions and partnerships, such

ZINGER KEY POINTSAdvanced Micro Devices launches Instinct MI300X Data Center GPU targeting AI and ML workloads.AMD increases its 2027 data center accelerator TAM from around $150bn to around $400bn.Ad

Nvidia Corporation reported better than expected results for FQ3, driven by strong demand for AI chips in its Data Center business.The company beat both top and bottom line estimates, with revenues coming in $2.0B higher than expected.Nvidia's gross margins exceeded 70% and showed a significant improvement compared to the previous year, indicating successful growth translation.Nvidia's AI Foundry and generative AI are catalysts for growth.However, the market appears to be losing interest in Nvidia, creating sentiment risks. Shares remain widely overpriced. BING-JHEN HONG Nvidia Corporation reported much better than expected results for its fiscal third quarter last Tuesday. The chipmaker is seeing a massive acceleration of its revenue growth due to a strong showing in the Data Center business and benefited from a massive up-lift in gross margins that I previously did not expect. Although the gross margin picture has changed for the better and the company has a huge opportunity in ge

AMD appears confident it can rival Nvidia and Intel. Luckily for AMD, the shortage of Nvidia GPUs in the market has created a void and plenty of hungry partners.Many of my recent opinion pieces on MarketWatch have centered around the world of AI and how computing companies including AMD , Nvidia and Intel are addressing it. Sometimes I field questions asking me why, or if, I think the AI revolution is really just a fad?AMD was under similar pressure from its investors: Is growth in the AI space really something that is sustainable and will bring value to shareholders?Nvidia did announce the H200 just last month with up to 141GB of memory and better overall performance, but it isn't available for testing yet so AMD couldn't run any comparisons.