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CNBC - Business
Tesla, Nvidia lead tech-heavy Nasdaq to one of best days of 2024 after Fed rate cut
Following the Federal Reserve's interest rate cut, tech stocks had a slightly delayed rally but jumped on Thursday, with the Nasdaq climbing 2.5%.3 hours ago - Federal Reserve -
MarketWatch - Business
Nvidia’s stock is surging. Here’s how it tends to perform after interest-rate cuts.
Nvidia’s stock historically has made dramatic moves in the year after initial Fed interest-rate cuts, and it has outperformed the S&P 500 on average when looking at all rate cuts since the IPO.8 hours ago -
MarketWatch - Business
Intel’s stock ranks dead last in the chip sector by this measure
These 10 semiconductor companies are least favored by analysts.13 hours ago -
CNBC - Business
China would love a domestic Nvidia rival — but that's proving quite the challenge
Chinese firms face a number of challenges in trying to rival Nvidia including contending with U.S. export restrictions and a lack of tech expertise.18 hours ago - China -
CNBC - Business
Jim Cramer says Salesforce's collaboration with Nvidia should not be overlooked
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.Yesterday -
MarketWatch - Business
Attractive Nvidia and Alphabet prices could be a stock-market October surprise. Here’s why.
Tech giants look cheap on an earnings-growth basis, while U.S. stocks overall can resist seasonal weakness.Yesterday -
VentureBeat - Tech
SiFive unveils RISC-V chip design for high-performance AI workloads
SiFive, a designer of chips based on the RISC-V computing platform, announced a series of new AI chips for high-performance AI workloads.Yesterday -
MarketWatch - Business
Nvidia’s stock picks up a new bull who says there’s ‘still room on this train’
A William Blair analyst cheers Nvidia’s moat and margins — while also weighing in positively on Broadcom and Arm shares.Yesterday -
The Wall Street Journal - Business
Salesforce Taps Nvidia to Develop AI-Powered Avatars
The San Francisco companies said the collaboration will develop autonomous-agent and interactive-avatar experiences.2 days ago -
Inc. - Business
Pentagon to Manage Intel's Latest $3 Billion Grant Under CHIPS Act
As foreign rivals leave the marquee chip maker behind, Intel gets a boost from the government, which wants to keep some semiconductor manufacturing securely and reliably based in the U.S., with ...2 days ago -
MarketWatch - Business
Nvidia’s stock has room to run, but analysts see more upside for six other chip makers
Analysts predict Micron’s stock could nearly double from here, while Marvell and AMD are other favored plays.2 days ago -
GameSpot - Tech
Nvidia CEO Says AI Now Essential for Graphics
Nvidia CEO Jensen Huang has stated that artificial intelligence has become indispensable to modern computer graphics, signaling a major shift in how visual technologies are built. Speaking at the ...2 days ago -
ABC News - Tech
Intel stock surges on plans to make AI chips for Amazon and to turn foundry into subsidiary
Shares of Intel are surging before the opening bell after the chipmaker said its foundry business would make some custom artificial intelligence chips for Amazon Web Services as it attempts to ...2 days ago -
Financial Times - Business
Microsoft wants more ‘clarity’ over AI chip curbs to Middle East
Tech giant creates new AI institutes with UAE’s G42 as it awaits decision to lift US controls on chip shipments2 days ago - Microsoft -
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CNBC - Business
China seeks a homegrown alternative to Nvidia — these are some of the companies to watch
Some of China's giants inclduing Huawei, Alibaba and Baidu are among those trying to create alternative semiconductor tech to Nvidia.2 days ago - China -
Financial Times - World
US and Japan near deal to curb chip technology exports to China
Potential agreement comes despite fears Beijing will choke critical minerals supplies in response2 days ago - China -
The Wall Street Journal - Tech
Intel CEO Moves to Further Cut Costs and Separate Chip Making and Design
Company will make manufacturing operations an independent subsidiary and pause construction on plants in Europe and Asia.3 days ago