Microsoft says its own chip leapfrogs those made by other cloud providers like Amazon and Google. But it needs more.

The chipmaker's management team has asserted that this year will be a turning point for the company.

Nvidia will have a great 2026, but you can't go all-in on the stock.

Jensen Huang has built a $4.6 trillion empire selling the picks and shovels of the AI revolution. But while he preaches ...

Advanced Micro Devices (NASDAQ:AMD) just landed a chip deal with OpenAI, and the market is taking notice. The stock jumped 119% over the past year to $252, with most of that momentum coming in recent ...

This decision represents far more than a new product launch; it is the culmination of Nvidia's push to become a one-stop silicon provider for AI and ...

AMD gains AI chip momentum with high-bandwidth memory, accelerating revenue, 30%+ data center growth, and a 1.2 PEG for ...

It's working with OpenAI to improve AMD's software, which controls its GPUs. AMD only needs to capture some market share to be a winning stock pick. But investors will also want to factor in the ...

Leo is back after a busy couple of weeks. This week he discusses possible Nvidia bully tactics, amd being attacked by CTS, ...