AMD and NVDA Related Headlines
Go Back- Oracle stock falls on report of scrapped Texas data center plans
- Proposed U.S. AI chip export licensing could slow global adoption, Bernstein says
- Nvidia sinks on report of global AI chip export rules
- US Drafts Rule Requiring Licenses For AI Chip Exports Worldwide - Bloomberg
- OpenAI’s Next AI Model Will Have 'Extreme' Reasoning - The Information
- Nvidia stock slips on report of US chip export caps to China
- US Mulls Capping Nvidia H200 Sales At 75,000 Per Chinese Buyer - Bloomberg
- Meta’s Internal Chip Design Efforts Hit Roadblocks - The Information
- Nvidia earnings fail to lift broader chip sector; AMD, Broadcom down
- Nvidia's CEO prepares investors for a renewed battle with Intel, AMD
- Deepseek Withholds Latest AI Model From US Chipmakers Including Nvidia, Sources Say - Reuters
- Exclusive-DeepSeek withholds latest AI model from US chipmakers including Nvidia, sources say
- AMD stock surges 14% on Meta AI partnership deal
- OpenAI targets $280 billion revenue by 2030, cuts compute spending goal - CNBC
- Why this economist says the AI rally still has a bit further to run
- After-hours movers: NVIDIA, Meta, AMD, Palo Alto Networks and more
- Nvidia, Meta stocks rise after expanded AI infrastructure pact; AMD sinks
- Lynx Equity: 'We will avoid AMD due to the earnings disappointment and entanglement issues with OpenAI'
- Nvidia and Trump admin yet to agree on terms of H200 sales to TikTok
- AMD shares slump as guidance fails to impress amid weak sentiment for tech stocks
- After-hours movers: Palantir, NXP Semiconductors, NVIDIA, TeraWulf
- Nvidia stock falls as OpenAI seeks AI chip rivals
- Exclusive-OpenAI is unsatisfied with some Nvidia chips and looking for alternatives, sources say
- BofA flags attractive compute valuations, highlights 4 key stocks
- Micron stock falls after Samsung nears HBM4 certification for Nvidia
- Goldman: 'We continue to prefer Broadcom and Nvidia within the compute ecosystem'
- Top 3 AI Stocks Dominating the Market, According to WarrenAI
- Lutnick: $250 billion commitment from Taiwan companies includes $100 billion prior investment from Taiwan semiconductor
- Chip equipment stocks soar after TSMC’s bullish forecast
- RBC launches semiconductor coverage, urges selective exposure as AI momentum cools
- Trump imposes 25% tariff on advanced chip imports
- Trump imposes 25% tariff on imports of some AI chips
- White House: the President also imposed a 25% tariff on certain advanced computing chips, such as the Nvidia H200 and AMD MI325X
- White House: Trump may impose broader tariffs on imports of semiconductors and their derivative products
- Trump: signed action that will allow U.S. to take in 25% on sale of chips
- Morgan Stanley CIO survey: Why AI hype isn’t boosting 2026 IT budgets
- NVIDIA (NVDA) Reiterated at Buy By DA Davidson: Will Remain Ahead of Peers
- CES 2026 recap: Morgan Stanley flags 'skyrocketing' AI demand
- Stocks and metals gain, CES 2026 takes central stage- what’s moving markets
- CES roundup: Nvidia unveils ‘Vera Rubin,’ AMD touts 1000x performance boost
- BofA says these are the best 7 AI chip stocks to own in 2026
- The 'most powerful tech event' is taking place next week. Here's what to expect
- This name is 'well-positioned' to grab double-digit market share in AI chips market
- Evercore's Emanuel explains why the AI trade won't crash
- US to impose tariffs on chips from China
- What is the China upside potential for Nvidia and AMD?
- China calls for companies to resume global chip, supply chains
- House Democrats introduce bill to ban U.S. AI chip sales to China
- Can Micron blowout memory outlook turn around AI sentiment?
- Hassett: we have the best chips, plan to deregulate
- Are Intel and AMD next as Trump lifts export controls on Nvidia?
- Bernstein SocGen Group: 'For NVIDIA every $10B of AI revenue is roughly 25 cents in EPS or so'
- Wells Fargo on NVIDIA (NVDA) and Trump Lifting Controls of H200 for China
- Microsoft stock falls after report of lowered AI sales quotas
- Credo Technology Group Holding Ltd. (CRDO) PT Raised to $240 at BofA Securities, 'a top SMidcap pick and one of our 4 AI-levered top picks'
- Morgan Stanley projects a humanoids chip TAM of $305B by 2045
- These are the top 10 most popular stocks on Robinhood UK in November
- Analyst bumps price targets on Nvidia and Broadcom on AI strength across the board
- Buy the dip? Analysts argue Nvidia and AMD still key as AI winner remains unclear
- Mizuho's Rakesh: 'TPUs to Anthropic & META - Positive AVGO! But NVDA Still the King'
- 'AI Race Simply Not Won or Lost in Nov 2025' - Mizuho TMT specialist Klein
- BofA: 'TPU intensifies competitive race, but in a rising tide, Buy NVDA, AVGO, AMD'
- Bernstein on AMD (AMD): 'the news feels incrementally negative to the AMD narrative'
- Wedbush's Ives lists top 10 tech stocks to own into year-end
- Nvidia and AMD stock falls amid Meta-Google AI chip talks
- Google's Gemini 3 advances shake up AI competitive landscape
- These are the best 4 chip stocks to own at the moment: RJ
- 2 memory stocks to buy as UBS ups its HBM demand forecast
- White House Asks Congress To Reject Bill Curbing Nvidia Exports - Bloomberg
- US to Export 70K Advanced AI Chips to UAE, Saudi Arabia - WSJ
- White House Moves To Block Bill Limiting Ai Chip Exports - Axios
- Trump aides see no rush to levy promised semiconductor tariffs - Reuters
- Trump: we must have one AI federal standard instead of a patchwork of 50 State regulatory regimes
- U.S. plans to approve sale of chips to Saudi AI company Humain - Bloomberg
- Trump: working on approving advanced chips for Saudi
- Stock market today: S&P 500 falls as job cuts stoke economic fears, tech stutters
- This may be the Achilles' heel of the AI trade
- Rosenblatt: 'There is room for Qualcomm to generate significant AI inference related revenue longer-term'
- Wolfe Research Reiterates Peerperform Rating on Qualcomm (QCOM)
- Barclays turns more selective on AI chip stocks ahead of Q3 results
- Goldman: 'We are not concerned about the total amount of AI investment'
- Anthropic Expects Base Case In 2026 Annualized Revenue Of $20 Billion - Reuters
- Wolfe Research Upgrades Monolithic Power Systems (MPWR) to Outperform
- BofA on Broadcom Limited (AVGO): 'Today’s announcement makes 3 important statements...'
- Buy tech sell-off, Wedbush’s Ives says: ’this is a 1996 moment, not 1999’
- Can the AI rally push on higher?
- Could China trade rare earth access for U.S. tech relief?
- U.S., Saudi Arabia Advance Chips Agreement -- WSJ
- NVIDIA CEO says OpenAI lacks funds for chip deal, must raise capital
- AMD (AMD) PT Raised to $300 at Melius
- AMD signs chip supply deal with OpenAI worth tens of billions with option to take 10% stake
- BofA expects annual AI investments to nearly triple between CY25-30E to over $1.2T
- Bernstein ‘somewhat skeptical’ on rumors Intel will add AMD as a foundry customer
- Chip stocks rise as OpenAI’s Stargate project fuels AI memory demand hype
- These 2 AI stocks stand out as supply chain winners, says KeyBanc
- Bernstein on Semiconductors: 'Own Both NVDA and AVGO; Donald Trump Wants Intel To Go Up?'
- Trump considering tariffs on foreign electronic based on number of chips - Reuters
- AI investment remains on solid fundamental footing: Barclays
- Nvidia, OpenAI and the $100B deal: Key FAQs explained
- Wells Fargo on KED Article: 'at this point it feels like MU has to confirm that its supply is sold out for next year'
- JPMorgan: 'If the press reports are true, Samsung’s long awaited qualification for Nvidia’s HBM3e supply is a positive development'
- Intel distractions could actually be a positive for AMD stock, says BofA
- William Blair on NVIDIA (NVDA): 'We see room for Nvidia to maintain robust growth, underpinned by continued hyperscaler spending'
- Stifel on NVDA and INTC: 'We view the collaboration positively'
- DA Davidson: 'NVIDIA continues to accelerate momentum around the AI ecosystem while supporting the only viable leading-edge domestic foundry'
- Intel–Nvidia pact leaves these stocks behind
- Lynx Equity: 'The INTC- NVDA deal announced today is clearly a negative for AMD'
- Chipmakers rally as Nvidia invests $5B in Intel, sector sees broad gains
- Taiwan Semiconductor stock falls after Intel-Nvidia partnership announcement
- AMD stock falls after Nvidia-Intel collaboration announcement
- AMD (AMD) Falls 3% Following NVIDIA (NVDA), Intel (INTC) Pact
- 'Key AI enabler': BofA upgrades Oracle to Buy after exceptional Q1 print
- Oracle (ORCL) PT Raised to $370 at Melius
- Palantir (PLTR) Wedbush: 'We believe the AI Revolution is now heading into its next stage of growth'
- AMD most under-owned chip stock despite sales growth outlook
- Edgewater Comments Positive on Chewy (CHWY): 'Pet industry trends showing signs of green shoots'
- Goldman Sachs First Take on NVIDIA (NVDA): 'We expect the stock to trade down modestly'
- Saudi AI firm Humain breaks ground on first data centers, seeks U.S. chips
- Trump Administration Weighs Plan To Reallocate $2 Bln In Chips Act Funding For Critical Minerals, Sources Say - Reuters
- Intel: BofA breaks down pros and cons of a potential U.S. government stake
- Intel shares jump as SoftBank Group agrees to invest $2bln in chipmaker
- Trump: I'll be setting tariffs on steel, chips next week
- Mizuho lifts price targets on global AI server stocks
- U.S. Uses Trackers in Ai Chip Shipments to Catch Diversions to China - Reuters
- Bessent: no security concerns with Nvidia chips in China, revenue will pay debt
- Bessent on Nvidia chips, China: could see model in other industries, no national security concern
- U.S. may expand Nvidia and AMD’s 15% China chips deal to other companies
- White House: perhaps chips deals could expand to other companies
- China Urges Firms Not To Use Nvidia H20 Chips In New Guidance - Bloomberg
- AMD (AMD): received US government approval to export AI chips to China
- 5 key thoughts as Tesla reportedly DOGEs Dojo
- Trump opens door to sales of version of Nvidia's next-gen AI chips in China
- Under fire from Trump over China ties, Intel’s Tan counters resignation calls
- Tesla disbanding Dojo supercomputer efforts is positive for these 2 chip stocks
- Trump: Tariff of 100% on chips and semiconductors, unless building in U.S.
- Nvidia stock dips 1% on sector concerns, but Mizuho's Klein says buy the weakness
- Tech analyst warns AMD stock has run ahead of itself as company prepares to report
- Schwab trading index rises to 41.79 in July amid cautious investor sentiment
- Wall Street strategist explains how to navigate an ’AI Bubble’
- Chip stocks targets raised at Morgan Stanley on 'exceptional' AI strength
- Senate Democrats Oppose Resuming China Chip Sales: Letter - Bloomberg
- Roundhill Investments launches five new WeeklyPay ETFs on Cboe BZX
- Roundhill Investments Launches Five Additional WeeklyPay™ ETFs
- Trump to sign order to fast track AI projects
- Here’s why Intel is in a catch-22 situation: Loop Capital
- Top Republican on House China Committee objects to the resumption of NVIDIA H20 chip shipments to China in letter to US Commerce Secretary Lutnick - Reuters
- Goldman Sachs Downgrades SK Hynix (000660:KS) to Neutral, 'continue to be constructive on the long-term outlook for the HBM market'
- Citi Positive on AMD, AVGO, MU and NVDA
- Semiconductor cos to likely posts earnings beat, says Oppenheimer as it bumps PT
- 3 chip stocks to focus on during Q2 earnings season: KeyBanc
- NVIDIA's H20 green light may spark billions in recovered China sales: Bernstein
- Trump to unveil $70 billion in AI and energy investments - Bloomberg
- Zuckerberg pledges ’hundreds of billions of dollars’ amid superintelligence push
- Huawei working on new AI chips to compete with Nvidia
- Trump: will be announcing semiconductor tariffs
- KeyBanc's Asia Takeaways for Semiconductors: Most Positive for AMD, AVGO, MPWR
- Truist's Semi CyclePath Update: 'Stay Long the AI Companies - Focusing on NVDA & AVGO'
- Chip stock targets raised at Mizuho following recent rally
- Synopsys, Cadence shares soar as U.S. rescinds chip software curbs on China
- AMD (AMD) PT Raised to $152 at Mizuho
- AI could drive a $1 trillion of spending by 2030 - BofA
- Melius upgrades AMD shares to Buy, says the stock ’has a lot more to go’
- AMD (AMD) leads semi stocks higher, up 10%
- Bernstein Reiterates Market Perform Rating on AMD (AMD) Post 'Advancing AI 2025' Event
- AMD gains on Nvidia? Lisa Su reveals new chips in heated AI inference race
- Possible deal to change AI export controls to China a potential positive for NVIDIA - analyst
