Microsoft to Send 60,000 Nvidia AI Chips to UAE Data Centers
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) said it will supply more than 60,000 advanced Nvidia (NVDA)…
Supermicro Slides 9%, But Its AI Pipeline Looks Massive
This article first appeared on GuruFocus. Supermicro (NASDAQ:SMCI) had a rough night on Wall Street. Shares sank about…
Oracle Stock Could Surge 50% — Analyst Sees Massive Upside on AI and Cloud Boom
This article first appeared on GuruFocus. Oracle (NYSE:ORCL) may have more room to run as much as 50%…
China Floods U.S. Market With $1B a Day–Even Trump’s 55% Tariffs Can’t Stop It
This article first appeared on GuruFocus. Chinese exports are holding their ground in Donald Trump’s renewed trade war,…
Intel Edges Higher on Report of Major AI Chip Client for 18A Process
This article first appeared on GuruFocus. Intel (INTC, Financials) shares inched higher after reports that its foundry division…
Nvidia Stock Slips As Chipmakers Lose Steam Despite AI Hype
This article first appeared on GuruFocus. Oct 17 – Nvidia (NASDAQ:NVDA) shares edged lower on Friday, even as…
Intel Stock Rises After Unveiling New AI Chip To Challenge AMD
This article first appeared on GuruFocus. Oct 15 – Intel (NASDAQ:INTC) will roll out a new artificial intelligence…
TSMC Becomes AI Backbone as Nvidia and AMD Double Down
This article first appeared on GuruFocus. Oct 13 – Taiwan Semiconductor (NYSE:TSM) continues to dominate headlines as its…
Nvidia, AMD Stocks Tumble as U.S. Senate Targets AI Chip Exports to China
This article first appeared on GuruFocus. Oct 10 – Shares of two Semiconductor giants, Advanced Micro Devices (NASDAQ:AMD)…
Microsoft CEO Offloads $75 Million in Stock Amid AI Boom
This article first appeared on GuruFocus. Sep 5 – Microsoft (NASDAQ:MSFT) CEO Satya Nadella sold $75.3 million worth…
Alibaba Tests New AI Chip as China Seeks Nvidia Alternatives
This article first appeared on GuruFocus. Alibaba (BABA, Financials) is testing a new artificial intelligence chip that could…
Marvell Stock Tumbles After AI Hype Fades
This article first appeared on GuruFocus. Marvell Technology (NASDAQ:MRVL) got hammered Friday, with shares sliding after the chipmaker’s…