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AMD Has a New Bull, and Is Coming for Nvidia’s AI Lunch
barrons.com/articles/amd-stock-nvidia-ai-upgrade-5760ee3c
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If Nvidia Stock Slips, These 15 Tech Stocks May Be Good Hedges
barrons.com/articles/nvidia-stock-hedges-tech-growth-8d4d5895
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Ampere rides again as Nvidia unveils single-slot RTX A1000 and A400 for professionals — the latter featuring a massively cut-down GA107 chip
tomshardware.com/pc-components/gpus/ampere-rides-again-as-nvidia-unveils-single-slot-rtx-a1000-and-a400-for-professionals-the-latter-featuring-a-massively-cut-down-ga107-chip
Nvidia Stock Rises. What Taiwan Semi’s Earnings Mean for the Chip Maker.: Nvidia stock was gaining early on Thursday, following positive message about demand for ...
barrons.com/articles/nvidia-stock-price-buy-sell-c70d527a
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AMD, Micron, Cisco, Arm, and Other Tech Stocks in Focus Today: TSMC's earnings put chip stocks in focus, with Micron, AMD, and Arm stocks all moving higher early ...
on.barrons.com/3U67Edr
Nvidia Won AI’s First Round. Now the Competition Is Heating Up.: Amazon.com, Google, Meta Platforms, AMD, and Intel have big ambitions in AI chips.
barrons.com/articles/ai-nvidia-chips-40bc6704
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Chips Stocks Fall Into Correction on Rates, China Demand Worries: A gauge of global chip stocks and AI bellwether Nvidia Corp. have fallen together into a ...
trib.al/oqmfyp9
Nvidia Stock Rises. Why Analysts See a Short-Term Opportunity for More Gains.: Nvidia was rising early on Monday. The chip maker's rally has levelled off over ...
on.barrons.com/4aX53Jh
Nvidia blames Intel for GPU VRAM errors, tells GeForce gamers experiencing 13th or 14th Gen CPU instability to contact Intel support
tomshardware.com/pc-components/cpus/nvidia-blames-intel-for-gpu-vram-errors-tells-geforce-gamers-experiencing-13th-or-14th-gen-cpu-instability-to-contact-intel-support
Vendor readies AMD motherboards for Zen 5 CPUs — FireRangePi 1.1.7.0 AGESA for AM5 makes way for Ryzen 9000
tomshardware.com/pc-components/cpus/vendor-readies-amd-motherboards-for-zen-5-cpus
Intel's neuromorphic 'owl brain' swoops into Sandia labs: Hala Point system crams more than a thousand neurochips into a 6U chassis to tackle real-time AI
theregister.com/2024/04/17/intel_hala_point_neuromorphic_owl/
Jim Keller suggests Nvidia should have used Ethernet to stitch together Blackwell GPUs — Nvidia could have saved billions
tomshardware.com/tech-industry/artificial-intelligence/jim-keller-suggests-nvidia-should-have-used-ethernet-to-stitch-together-blackwell-gpus
India 'considering deal' with Nvidia to get GPUs for national AI mission: Powerful chips will be provided to local startups, researchers, academic institutions ...
business-standard.com/companies/news/india-considering-deal-with-nvidia-to-get-gpus-for-national-ai-mission-124041700194_1.html
Nvidia CEO Jensen Huang Sees AI as the Great Equalizer: Nvidia CEO Jensen Huang described AI as tech’s “single greatest contribution to social elevation.”
on.barrons.com/4azFX3A
Intel says Lunar Lake will have 100+ TOPS of AI performance — 45 TOPS from the NPU alone meets requirement for next-gen AI PCs
tomshardware.com/pc-components/cpus/intel-says-lunar-lake-will-have-100-tops-of-ai-performance-45-tops-from-the-npu-alone-meeting-requirement-for-next-gen-ai-pcs
'Enhanced' Nvidia A100 GPUs appear in China's second-hand market — new cards surpass sanctioned counterparts with 7,936 CUDA cores and 96GB HBM2 memory
tomshardware.com/pc-components/gpus/enhanced-nvidia-a100-gpus-appear-in-chinas-second-hand-market-new-cards-surpass-sanctioned-counterparts-with-7936-cuda-cores-and-96gb-hbm2-memory
Nvidia Reveals 8 'Secrets' For When To Sell Stocks. No. 2 Is Key.: As top growth stocks like Nvidia test key moving averages, keep in mind these proven ...
investors.com/how-to-invest/when-to-sell-stocks-nvidia-nvda-stock/
U.S. blacklists Intel's and Nvidia's key partner in China — three other Chinese firms also included in the blacklist for helping the military
tomshardware.com/tech-industry/semiconductors/us-blacklists-intels-and-nvidias-key-partner-in-china
Uber, Nvidia-backed Serve Robotics hits public markets with $40M splash: Serve Robotics, the Uber and Nvidia-backed sidewalk robot delivery company ...
techcrunch.com/2024/04/18/uber-nvidia-backed-serve-robotics-hits-public-markets-with-40m-splash/
AI Stocks: Data Stocks Target Next Wave Of AI Spending: AI stocks extend well beyond Nvidia. Data software players like MongoDB, Elastic and Confluent are poised ...
investors.com/news/technology/ai-stocks-artificial-intelligence-mongodb-confluent-elastic-nvidia/
Nvidia GPU Partners Expect RTX 5090, 5080 to Launch Later This Year: The company is rumored to launch 50-Series RTX GPUs earlier than expected.
extremetech.com/gaming/nvidia-gpu-partners-expect-rtx-5090-5080-to-launch-later-this-year
Intel details Gaudi 3 at Vision 2024 — new AI accelerator sampling to partners now, volume production in Q3
tomshardware.com/pc-components/cpus/intel-details-guadi-3-at-vision-2024-new-ai-accelerator-sampling-to-partners-now-volume-production-in-q3
Intel, AMD Stocks Are Sliding. China Wants to Cut Their Chips Out of Telecoms Systems.
barrons.com/articles/intel-amd-stock-china-chips-909eaeb1
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AMD may have a new platform for upcoming Ryzen CPUs — AM5+ socket and Granite Ridge CPUs listed in a microcode extraction tool
tomshardware.com/pc-components/cpus/amd-may-have-a-new-platform-for-upcoming-ryzen-cpus
SoFI Technologies, Microsoft, Amazon, AMD, and Other Tech Stocks in Focus Today: Technology stocks were looking to fight back Thursday but Amazon ...
barrons.com/articles/sofi-technologies-microsoft-amazon-amd-tech-stocks-today-33276207
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Tesla and Nvidia Could Be a Match Made in AI Heaven: Morgan Stanley believes the EV maker could become the semiconductor manufacturer’s largest customer.
barrons.com/articles/tesla-nvidia-stocks-ai-636bbf5f
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Nvidia Stock Enters Correction Territory. Blame Google’s Chips News for a Small Part in That.
barrons.com/articles/nvidia-stock-price-buy-sell-167b44af
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AMD announces open-sourcing of its GPU software stack and documentation, including MES
tomshardware.com/pc-components/gpus/amd-announces-open-sourcing-of-its-gpu-software-stack-and-documentation-including-mes
Stock market today: S&P 500 hits 4-day losing streak as tech drops: The S&P 500 notched its fourth-straight day of losses as Nvidia, Meta, and other tech names ...
markets.businessinsider.com/news/stocks/stock-market-today-sp500-tech-fed-rate-cuts-outlook-inflation-powell-2024-4
Quick Glance: Powell Warns of Lack of Progress on Inflation
- Federal Reserve Chair Jerome Powell emphasized that the U.S. economy, while otherwise strong, has not seen a return of inflation to the central bank's target.
- Powell mentioned that the current policy should remain in place as inflation has not declined quickly enough and there has been no further progress towards the 2% goal.
- Since July 2023, the Fed has maintained its benchmark interest rate in a target range between 5.25% and 5.5%, the result of 11 consecutive rate hikes.
- Financial markets have had to adjust their expectations for rate cuts this year as inflation has been higher than expected, and the Fed's policy continues to be dependent on data.
Here's Your 'Second Chance' To Own 7 Leading Stocks Like Nvidia: Tired of listening to your neighbors bragging about all their winning S&P 500 ...
investors.com/etfs-and-funds/sectors/sp500-your-second-chance-to-own-7-leading-stocks-like-nvidia/
China tells telecom carriers to phase out foreign chips in blow to Intel, AMD - WSJ
reuters.com/technology/china-tells-telecom-carriers-phase-out-foreign-chips-blow-intel-amd-wsj-2024-04-12/
Quick Glance: China Directs Telecom Carriers to Remove Foreign Chips Impacting Intel, AMD
- Chinese officials have directed the nation's largest telecom carriers to phase out foreign processors from their networks by 2027, impacting American chip giants Intel and Advanced Micro Devices.
- This move comes as Beijing increases efforts to replace Western-made technology with domestic alternatives amid escalating tensions with the U.S.
- Shares of Intel and AMD were down more than 1% in premarket trading following the news.
- The directive comes as the Biden administration tightens curbs on high-tech exports to China.
From boom to burst, the AI bubble is only heading in one direction : No one should be surprised that artificial intelligence is following a well-worn and ...
theguardian.com/commentisfree/2024/apr/13/from-boom-to-burst-the-ai-bubble-is-only-heading-in-one-direction
AMD’s MI300X Is a Far Superior Option Than NVIDIA’s H100s, Says AI Startup TensorWave’…
wccftech.com/amds-mi300x-superior-option-than-nvidia-h100-says-ai-startup-tensorwaves-ceo/
These 2 Stocks' Profit Growth Will Outshine Nvidia's, Analysts Say: Nvidia's first-quarter profit growth is expected to be very good ...
investors.com/etfs-and-funds/sectors/sp500-stocks-profit-growth-will-outshine-nvidias-analysts-say/
Google and Intel are challenging Nvidia's AI chip dominance. It won't be easy.: The AI chip maker faces growing competition, even from its biggest customers ...
qz.com/nvidia-ai-chips-google-intel-meta-microsoft-amazon-1851401701
AI in Focus: All that and a bunch of chips: Plus: Nvidia needs to watch its back.
qz.com/emails/daily-brief/1851407725/ai-in-focus-all-that-and-a-bunch-of-chips
Wall Street Is Searching for AI Winners Across Emerging Markets: Some of the world’s biggest money managers are searching for the next wave of artificial ...
bloomberg.com/news/articles/2024-04-07/wall-street-hunts-ai-winners-beyond-nvidia-in-emerging-markets
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Nvidia stock price outlook: 81% upside as AI ecosystem potential realized: "We think investors underestimate the importance of the chip+hardware+software ...
markets.businessinsider.com/news/stocks/nvidia-stock-price-prediction-ai-ecosystem-potential-fully-realized-2024-4
AMD quietly confirms worldwide launch for Ryzen 7 8700F, Ryzen 5 8400F — official specs revealed
tomshardware.com/pc-components/cpus/amd-quietly-confirms-worldwide-launch-for-ryzen-7-8700f-ryzen-5-8400f-official-specs-revealed
Nvidia Stock Shakes Off Dip. Its AI Competition Is Ramping Up.: Nvidia stock has shrugged off AI announcements from Intel, Google, Meta, and Marvell Technology.
barrons.com/articles/nvidia-stock-price-buy-sell-2c6124fa
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Nvidia Stock Gains. Why It's Safe From a Raft of New AI Chips for Now.: Nvidia was edging up early on Thursday despite a flurry of announcements from rivals ...
on.barrons.com/3TR2nGp
PlayStation 5 Pro Is Needed for Advancing Visuals, Performance, as There’s No Untapped PS5 Potenti…
wccftech.com/playstation-5-pro-needed-advancing-visuals/
TSMC Outlook Beats Estimates as AI Demand Helps Propel Business: Taiwan Semiconductor Manufacturing Co. expects revenue to rise as much as about 30% this quarter ...
bloomberg.com/news/articles/2024-04-18/tsmc-posts-first-profit-growth-in-a-year-after-global-ai-boom
Nvidia Unveils Buy Point, Google AI Deal. But Worries Linger.: With strong demand and AI partnerships with Google in hand, Nvidia stock shows resilience and ...
investors.com/research/breakout-stocks-technical-analysis/nvidia-nvda-stock-google-ai-deal/
Zuck just revealed the secret ingredient in his Jensen Huang bromance: Mark Zuckerberg said Jensen Huang of Nvidia likes cooking and once invited him over to ...
businessinsider.com/mark-zuckerberg-meta-nvidia-jensen-huang-bromance-cooking-2024-4
AMD Unveils New AI Chips For Business PCs: Advanced Micro Devices introduced a new series of processors for commercial mobile and desktop AI PCs ...
investors.com/news/technology/amd-stock-ai-chips-business-pcs/
Big tech in danger? Why the Magnificent 7 could soon be just 5 stocks, according to top experts
boerse-online.de/nachrichten/aktien/big-tech-in-gefahr-darum-koennten-laut-top-experten-die-magnificent-7-bald-nur-noch-5-aktien-sein-20355218.html
ChatGPT requires 15 times more energy than a traditional web search, says Arm exec
qz.com/chatgpt-requires-15-times-more-energy-than-a-traditiona-1851417343
These Stocks Are Moving the Most Today: Nvidia, Delta, Taiwan Semiconductor, PriceSmart, and More
barrons.com/articles/stock-market-movers-8e9b8698
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Five Things You Need to Know to Start Your Day: Asia: Good morning. Wall Street traders await a key inflation report. Japan urges the US to boost investments ...
bloomberg.com/news/newsletters/2024-04-09/five-things-you-need-to-know-to-start-your-day-asia
AI is powering Google to a $2 trillion market cap: Google parent Alphabet's stock is up more than 15% so far this year, and more than 51% over the last 12 months
qz.com/google-alphabet-stock-market-cap-ai-1851404173
Is There An AI Bubble? Ask This Instead, Plus 4 AI Stocks I Own: Explore the hype and uncertainties surrounding transformative technologies, particularly AI ...
seekingalpha.com/article/4683484-is-there-an-ai-bubble-ask-this-instead-plus-4-ai-stocks-i-own
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How AI Powerhouse Nvidia Validates Humanoid Robots With New Initiative: Humanoid robots leaped from a curiosity to the next big thing after Nvidia Chief ...
investors.com/news/technology/humanoid-robots-nvidia-agility-robotics-figure-apptronik/
Funds Keep Loading Up On Nvidia, Meta And Three Other Magnificent Seven Stocks: Nvidia stock is one of 15 stocks funds are buying even as markets come under ...
investors.com/research/nvidia-stock-meta-google-magnificent-seven/
AMD next-gen APUs reportedly sacrifice a larger cache for AI chips: According to members of the Anandtech forums, AMD has significantly reduced cache size to ...
techspot.com/news/102578-amd-next-gen-apus-reportedly-sacrificed-cache-ai.html
Quick Glance: OpenAI and Meta Prepare New AI Models Capable of 'Reasoning'
- OpenAI and Meta are on the verge of releasing new artificial intelligence models that are said to be capable of reasoning and planning.
- These upgrades are part of a wave of new large language models being released this year.
- Reasoning and planning are key steps towards achieving 'artificial general intelligence', allowing chatbots and virtual assistants to complete sequences of related tasks.
Cathie Wood Thinks Nvidia Has More to Prove. And She Still Loves Tesla Stock.: Cathie Wood, CEO of ARK Invest, says she’s still trying to understand “where value ...
on.barrons.com/3Uco0Cg
Nvidia's RTX 4070 Ti Super drops to $749 — its lowest price ever: Thanks to a $50 discount the Nvidia RTX 4070 Ti Super GPU is down to its lowest-ever price at ...
tomshardware.com/pc-components/gpus/nvidias-rtx-4070-ti-super-drops-to-dollar749-its-lowest-price-ever
Snapdragon X Elite beats AMD and Intel flagship mobile CPUs in Geekbench 6 – Qualcomm's new laptop chip leads in single- and multi-core tests
tomshardware.com/pc-components/cpus/snapdragon-x-elite-beats-amd-and-intel-flagship-mobile-cpus-in-geekbench-6-qualcomms-new-laptop-chip-leads-in-single-and-multi-core-tests
Cathie Wood Says Elon Musk Is Saving the World. Jay Powell? Not So Much.: ARK founder Cathie Wood is on a mission to make money and convince the world that big ...
barrons.com/articles/ark-invest-cathie-wood-tesla-elon-musk-fed-powell-98101f19
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Loongson CPU that performs like 2020 Core i3 makes its way to Chinese mini PCs: Slow but bona fide made in China
theregister.com/2024/04/13/loongson_cpu_mini_pc/
The Memo: Special grants and Dimon chats: Plus: The world leaders Elon Musk loves and hates.
qz.com/emails/quartz-at-work/1851409580/nvidia-stock-grants-jpmorgan-chase-jamie-dimon-economy
AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To Returns: After a year and a half of dominance, the AI rallies may be at a peak ...
seekingalpha.com/article/4683129-ai-hardware-stocks-at-a-peak-2024-growth-may-not-translate-to-returns
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Nvidia Stock: Why It's Too Late To Jump In: Nvidia Corporation is a typical example of a great company, but at a bad price. Read more to see why I see NVDA ...
seekingalpha.com/article/4681958-nvidia-stock-why-too-late-to-jump-in
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AMD to open source MES firmware for Radeon GPUs: And it was all thanks to peer pressure
dlvr.it/T56sB4
Nvidia is planning a $200 million AI center: The chipmaker is partnering with Indonesian telecom giant Indosat Ooredoo Hutchison as it expands into Southeast ...
qz.com/nvidia-planning-200-million-ai-center-indonesia-1851390001
BlackBerry gains on partnership with AMD for robotics systems: BlackBerry shares jumped more than 7% on Tuesday after the Canadian company teamed up with ...
reuters.com/markets/us/blackberry-gains-partnership-with-amd-robotics-systems-2024-04-09/
Chip Designer Jim Keller Criticizes Nvidia's Blackwell Interconnect Costs: Its propriety interconnect technology is too expensive, says Keller.
extremetech.com/computing/chip-designer-jim-keller-criticizes-nvidias-blackwell-interconnect-costs
Elon Musk's deposition, Boeing's bad news, NASA's glitchy probe, when to exercise: The week's most popular
qz.com/elon-musk-boeing-trump-media-tesla-cybertruck-1851405399
Elon Musk says the next-generation Grok 3 model will require 100,000 Nvidia H100 GPUs to train
tomshardware.com/tech-industry/artificial-intelligence/elon-musk-says-the-next-generation-grok-3-model-will-require-100000-nvidia-h100-gpus-to-train
AMD RDNA 4 & RDNA 3+ GPUs Receive Updated Support In Linux Graphics Drivers: AMD has added new patches and support for its upcoming RDNA 4 & RDNA 3+ GPUs within ...
wccftech.com/amd-rdna-4-rdna-3-gpus-receive-updated-support-in-linux-graphics-drivers/
Nvidia Stock Drops. Its Supply Chain Is in Focus After Quake.
barrons.com/articles/nvidia-stock-price-buy-sell-fd45384c
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Google Cloud, AI Event Kicks Off With Expanded Palo Alto Pact: Google's cloud-computing event will include an expanded cybersecurity alliance with Palo Alto ...
investors.com/news/technology/google-stock-google-cloud-ai-event-palo-alto-cybersecurity-pact/
Quick Glance: Google Introduces New Data Center and AI Chips
- Google recently unveiled details of an update to its data center AI chips and announced an Arm-based processor.
- Google's Tensor Processing Units (TPUs) are a significant alternative to Nvidia's advanced AI chips, accessible through Google Cloud Platform.
- The newly introduced Arm-based processor named Axion offers higher performance compared to x86 chips and general Arm chips in the cloud.
- Google plans to utilize Axion for services like YouTube Ads in Google Cloud in the future, while the TPU v5p chips are now available through Google Cloud.
Nvidia Stock Rises. How the Chip Maker's New Hardware Could Lead to a Revenue Surprise.
on.barrons.com/3JaxPu9
Market Breaks Expectations; Coupang, Nvidia, Arista Provide Lessons:
Quick Glance: S&P 500: Potential Downside Risk with Nasdaq 100 in Peril (Technical Analysis)
- The S&P 500 may be facing potential downside risk, with a deep decline possibly unfolding in stages, with the Nasdaq 100 potentially being the last to be affected.
- In the era of 'buying the dip,' there is a chance that a decline could occur gradually or swiftly, or it could even be a false alarm.
- As a risk manager, it is more important to assess the risks of different market segments and position accordingly, rather than speculate on market movements.
- The primary goal is to avoid being affected by market-changing sell-offs, and adjusting the portfolio to address the current market risks is crucial.
AMD RX 7000-series gaming GPUs still mostly MIA in Steam stats — continued gains for Nvidia's RTX 40-series
tomshardware.com/video-games/pc-gaming/march-2024-steam-hardware-survey-shows-continued-gains-for-nvidias-rtx-40-series-amd-rx-7000-series-still-mostly-mia
The Dow plunges 500 points as high inflation wipes out hopes for interest rate cuts
qz.com/dow-jones-interest-rates-inflation-1851401237
RollerCoaster Tycoon 3: This is what the building classic looks like with RTX Remix
pcgameshardware.de/Rollercoaster-Tycoon-3-Spiel-30751/News/Nvidia-RTX-Remix-Mod-1444993/
Horizon Forbidden West: AMD Frame Generation will be released later with FSR 3.1: The PC version of Horizon Forbidden West is a technical firework and supports ...
pcgameshardware.de/Horizon-Forbidden-West-Spiel-72799/News/FSR-3-1-mit-Frame-Generation-1445361/
Here's Why We Should Listen to Elon Musk on AI Bypassing Human Smarts: Musk has long predicted AI is capable of beating human brainpower. He's moved up his ...
inc.com/kit-eaton/heres-why-we-should-listen-to-elon-musk-on-ai-bypassing-human-smarts.html
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