News
The Scrappy $949 GPU Taking Aim at Nvidia's Grip on Local AI
3+ week, 1+ day ago (531+ words) Intel has a new workstation GPU aimed at local AI. Intel (INTC +0. 00%) just announced a new GPU. It's not for gaming, and it's not destined for data centers. Instead, the Intel Arc Pro B70 is tailor-made for running AI workloads on…...
Something Happening at Amazon, Meta Platforms, and Potentially Anthropic is Fantastic News for Taiwan Semiconductor Manufacturing.
12+ hour, 16+ min ago (319+ words) TSMC benefits from demand for all AI chips -- not just those from one designer. So TSMC benefits from demand for all AI chips -- not just those from one designer. This has resulted in quarter after quarter of growth for the…...
Better Artificial Intelligence (AI) Stock: Broadcom vs. AMD
1+ mon, 1+ week ago (620+ words) AMD and Broadcom have been in impressive form on the stock market in the past year due to the growing adoption of their AI chips by hyperscalers. Broadcom (AVGO +2. 02%) and Advanced Micro Devices (AMD 0. 03%) have been trailing Nvidia in the…...
Broadcom vs. AMD: Which AI Chipmaker Is the Better Buy?
16+ hour, 46+ min ago (602+ words) Broadcom and AMD both have excellent business models and are at the center of the AI chip boom, making this a tough race to call. Stock investors have been hearing about artificial intelligence (AI) chips for multiple years and watched…...
Apple's Smart Glasses Could Launch in 2027. Here's Why Apple Could Succeed Where Others Have Failed.
19+ hour, 3+ min ago (590+ words) Apple's long history of successfully pairing great hardware and software together could be a winning combination again. Recent reporting from Bloomberg says that Apple (AAPL +2. 65%) is working on a smart glasses device that could debut as soon as later this…...
Can Sandisk Catch Micron?
1+ day, 23+ min ago (310+ words) Sandisk had an outstanding 2025 and doesn't show signs of slowing. Sandisk (SNDK +0. 15%) spun off from Western Digital and returned to the stock market as an independent company back in early 2025. The pure-play flash memory company had a spectacular year, finishing…...
Why ASML, Applied Materials, and Lam Research Are Soaring on Nvidia's Deal With Intel
6+ mon, 3+ week ago (409+ words) Intel is building a customized solution for Nvidia for artificial intelligence (AI) applications in data centers. The two companies are also integrating Intel x86 system-on-chips (SOCs) with Nvidia RTX graphics processing unit (GPU) chiplets to push the bounds of personal computing....
ASML's Secret Weapon for 2026: Why Memory Chips Could Drive Massive Growth
1+ day, 27+ min ago (494+ words) There are a confluence of factors that should drive memory lithography systems sales higher for ASML. The Netherlands-based ASML(ASML +3. 47%) saw its revenue surge 29% year over year in the fourth quarter, capping off a year when net sales rose 15% to…...
AMD's MI450 Chip Could Change Everything for the Stock. Here's What Investors Need to Know Before It Launches.
3+ day, 19+ hour ago (203+ words) If these chips can deliver strong real-world performance, AMD stock has a lot of upside from here. When it comes to technology stocks, one of the most important considerations is innovation. On that front, Advanced Micro Devices (AMD 0. 24%) is set…...
Intel Arrow Lake Refresh: The Budget CPU That Finally Gives AMD a Run for Its Money
3+ week, 2+ day ago (339+ words) Intel has mostly fixed its past mistakes with Arrow Lake. Intel (INTC +4. 49%) recently took the wraps off two new PC CPUs as part of its Arrow Lake Refresh. The original line of Arrow Lake CPUs was a mixed bag, priced…...