On a three-month basis, AMD has surged 42%, compared with Nvidia’s 27% gain. Over the past month, Nvidia has slipped 1%, ...

While their respective share price appreciation indicates everything is going great for Nvidia, Palantir, and AMD, all three ...

Why Nvidia’s and AMD’s China deal with Trump could backfire. The companies making the most money from the AI boom are the ...

Treasury Secretary Scott Bessent said the recent deal to allow Nvidia Corp. and Advanced Micro Devices Inc. to resume ...

Doug and Lee analyze a new export revenue-sharing model involving Nvidia and AMD, questioning whether this signals a broader ...

The Chinese impact on Nvidia is significant. KeyBanc raised its Q2 revenue estimate to $47.1 billion from $45.1 billion, ...

Nvidia Corporation shines as a top AI infrastructure pick, driven by strong fundamentals, strategic moves, and growth ...

The agreement between the chipmakers and the U.S. government will allow Nvidia and AMD to obtain export licenses to resume ...

Nvidia Corp. and Advanced Micro Devices Inc. agreed to pay 15% of their revenues from Chinese AI chip sales to the US ...

If Nvidia and AMD are given special treatment…why shouldn't other companies be doing the same?” says one expert.

The arrangement crafted by the Trump administration is “unusual,” analysts told CNBC, but underscores the president's ...

President Trump’s reversal on previously blocked chip sales to China has sparked cries that the White House is selling out ...