Nvidia Locks Up 37% of 2027’s HBM Supply as AI Memory Bottleneck Tightens
Nvidia, Alphabet, and AMD have locked up 85% of next year's high-bandwidth memory supply, according to Morgan Stanley estimates. Nvidia…
Nvidia (NVDA) Stock News
Latest Nvidia stock news — AI chip demand, data centre revenue, quarterly earnings and NVDA price analysis.
NVIDIA Corporation
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Wedbush reiterates Nvidia outperform rating after management meetings
Wedbush reiterated its outperform rating on Nvidia on Friday after a series of meetings with the company's management. The firm…
Nvidia’s AI Revenue Growth Trails Broadcom’s Forecast, But From a Far Bigger Base
Broadcom projects faster AI semiconductor revenue growth than Nvidia over the next two years, but Nvidia's data center business starts…
AMD Jumps 7% as Chip Rebound Extends to a Third Session
AMD stock jumped 7% to $548.76 on Thursday, leading a third straight session of semiconductor gains alongside moves in Broadcom…
AMD Leads Chip Stocks Higher as SOX Extends Rebound, Nvidia Also Gains
The Philadelphia Semiconductor Index rose for a third straight session on Thursday, and AMD led the advance with a surge…
