#semiconductors

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AMD Unveils Threadripper Halo Station to Target AI Workstations by 2027

September 14, 2026 (13 days ago)

AMD introduces the Threadripper Halo Station to capture the local AI computing market, aiming to bolster its ROCm software ecosystem against Nvidia's…

AMD NVDA

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Analyst 📈 Stocks

Piper Sandler Initiates Nvidia Coverage With Overweight Rating and $300 Target

September 13, 2026 (14 days ago)

Piper Sandler initiates Nvidia at Overweight with a $300 price target, arguing that the chipmaker's rapid growth and 14x earnings multiple make…

NVDA

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Analyst 📈 Stocks

Nvidia vs. Broadcom: Why NVDA Offers More Upside in the AI Infrastructure Race

September 13, 2026 (14 days ago)

Nvidia and Broadcom are competing to dominate the AI infrastructure stack, but Nvidia's platform breadth and lower valuation provide a more compelling…

NVDA AVGO

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AMD and Intel Advance Shared AI Instruction Support in GCC Compiler

September 13, 2026 (14 days ago)

AMD and Intel have added shared AI Compute Extensions to the GCC compiler, a move designed to streamline software development for x86…

AMD INTC

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Nvidia CEO Jensen Huang Forecasts $4 Trillion AI Infrastructure Spend by 2030

September 13, 2026 (14 days ago)

Nvidia CEO Jensen Huang maintains a bullish long-term outlook for AI infrastructure, projecting $4 trillion in spending by 2030 as the company…

NVDA

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Foxconn August Revenue Jumps 52% as AI Server Demand Bolsters Nvidia Outlook

September 13, 2026 (14 days ago)

Foxconn's record-breaking August revenue growth signals sustained momentum for AI infrastructure, providing a bullish read-through for Nvidia's ongoing data center expansion.

NVDA

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News 📈 Stocks

NVIDIA Projects $1.4 Trillion Cash Pile by 2031 Amid AI Infrastructure Boom

September 13, 2026 (14 days ago)

NVIDIA's aggressive cash accumulation strategy, supported by massive AI infrastructure demand and strategic financial partnerships, positions the chipmaker to potentially control a…

NVDA

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AMD and ASML Poised to Join $1 Trillion Semiconductor Club by 2028

September 13, 2026 (14 days ago)

AMD and ASML are positioned for significant long-term growth, leveraging AI-driven data center demand and lithography market dominance to potentially hit $1…

AMD ASML

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News 📈 Stocks

Broadcom AI Revenue Surges 221% as Management Targets $230B by 2028

September 13, 2026 (14 days ago)

Broadcom's AI chip revenue jumped 221% to $16.7 billion, with management forecasting an aggressive path to $230 billion in AI-related revenue by…

AVGO

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News 📈 Stocks

Broadcom Shares Slip 2.7% as Margin Pressures Offset AI Revenue Growth

September 13, 2026 (14 days ago)

Broadcom stock retreated as investors weighed record-breaking AI revenue growth against narrowing margins and a cooling outlook for non-AI semiconductor segments.

AVGO

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News 📈 Stocks

NVIDIA Shares Stall as Cramer Weighs Strategic Hugging Face Acquisition

September 13, 2026 (14 days ago)

NVIDIA stock faces a period of consolidation as Jim Cramer highlights the strategic necessity of the Hugging Face acquisition amidst slowing revenue…

NVDA

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News 📈 Stocks

Jim Cramer Labels NVIDIA a Core Compounder Amid 70% Projected Revenue Growth

September 13, 2026 (14 days ago)

Jim Cramer identifies NVIDIA as a must-own portfolio staple, highlighting its evolution from a cyclical chipmaker into a dominant provider of integrated…

NVDA

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