Nvidia stock has rallied 45% since hitting a low in April, adding $1 trillion in market value in about two months.

Key Points Nvidia continues to see rapid growth as demand for its GPUs remains high. However, export controls will negatively ...

John Porter, Newton Investment Management chief investment officer, recently explained during an interview with CNBC that ...

On June 3 rd, Jefferies added six new names to its list of “highest-conviction, Buy-rated” stocks, including chip giant ...

Google, Microsoft, Meta, Apple, and Nvidia — already account for 1.7% of total US electricity consumption, roughly equal to ...

AI revolution investing interview with Wall Street Journal’s “Best on the Street” Tore Svanberg, Managing Director at Stifel ...

TSMC, the world's largest contract chipmaker, says it's benefiting from strong AI demand. While Nvidia dominates the AI space ...

Nvidia's options for the chips, originally destined for China, but since banned from export there, are limited.

Nvidia came through on earnings despite export controls, Dell Technologies did well on AI demand, and Salesforce did OK, more ...

Per recent reports, Oracle is planning to purchase an estimated 400,000 graphics processing units (GPU) from Nvidia for OpenAI's new data center in Texas. Of note, the GPUs are Nvidia's new Blackwell ...

The rapid expansion of generative AI has triggered a boom in data center construction and hardware production. As AI ...

"Supermicro's collaboration with Lambda and Cologix delivers real-world impact,” said Charles Liang, president and CEO. "Our ...