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One of the great rivalries in PCs could collapse

According to Pat Gelsinger, Intel CEO, one of the greatest rivalries in computing might be coming to a surprising end. ....

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Nvidia's AI Boom Spurs AMD, ARM, Super Micro, Palantir, and Many Other Stocks

Nvidia’s spectacular earnings report and forward guidance are spurring investors to buy shares of almost any company with a stake in the AI race. ....

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AMD CEO Lisa Su confirmed for opening Computex keynote - so prepare for a big Zen 5 CPU reveal?

We can hope to see a Zen 5 launch, but that might just be an initial unveiling, given that next-gen Ryzen desktop CPUs may not arrive until later in 2024. ....

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Connor Clark & Lunn Investment Management Ltd. Purchases 523,650 Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD)

Connor Clark & Lunn Investment Management Ltd. lifted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 73.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,233,660 shares of the semiconductor manufacturer’s stock after buying an additional […] ....

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Is Nvidia Lagging In High-Growth Automotive Segment?

In its earnings for fiscal Q4, Nvidia reported data center revenue of $18.4 billion. Its automotive revenue was $281 million, lagging its top competitors. ....

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