Nvidia and AMD are both competing in AI and data center dominance, but while one is building factories in the US, the other is focusing on cutting edge tech. Investors must choose between manufacturing or fabrication finesse.
Taiwan Semiconductor is developing new chip packaging technology for more powerful AI chips and plans to start production in 2027, as demand for AI grows.
President Donald Trump credited his tariff policies for driving Nvidia Corp.'s massive $500 billion commitment to build artificial intelligence infrastructure in the United States during a White House press conference on Monday.
Advanced Micro Devices Inc. CEO Lisa Su confirmed Tuesday that the company is ready to start chip production at Taiwan Semiconductor Manufacturing Co.'s Arizona facility and will manufacture more artificial intelligence servers in the United States.
Trump plans to impose tariffs on imported semiconductors, but promises flexibility. Semiconductor stocks rise, but tariffs may impact demand and revenue.
U.S. stock futures rose on Monday following Friday's advances. Futures of major benchmark indices were higher in premarket.
Leading chip manufacturer Intel Corp. (NASDAQ:INTC) entered the Bitcoin (CRYPTO: BTC) mining hardware market with its Blockscale chip line but ended it after only a year of operation.
China's new chip origin rule spares U.S. designers like Nvidia, AMD, and Qualcomm from 125% tariffs by exempting Taiwan-fabricated chips, while penalizing U.S.-based manufacturers like Intel, GlobalFoundries, and Texas Instruments, reshaping the global semiconductor supply chain.
Thanks to wild pricing dynamics for Advanced Micro Devices options, astute traders can pick up high payout AMD stock puts for low risk.
TSMC is set to acquire a 20% stake in a joint venture with Intel to address the U.S. chipmaker's ongoing struggles, including its $18.8 billion net loss in 2024, as part of a broader effort to revive Intel's fortunes amid pressure from U.S. government officials.
NVIDIA Corp (NASDAQ: NVDA) shares have fallen 19.6% year to date, pressured by ongoing concerns about AI spending, trade restrictions and broader market weakness. The stock, which was one of the best-performing names in 2024, has struggled in 2025 as investors reassess growth expectations and adjust to an increasingly uncertain economic environment.
In a move to bolster its AI data-center offerings, Advanced Micro Devices (NASDAQ: AMD) completed its $4.9 billion acquisition of data-center equipment designer, ZT Systems on Monday.
Arm Holdings expects data center CPU market share to reach 50% by 2025, with its energy-efficient technology appealing to cloud companies and boosting revenue.
The stock of Advanced Micro Devices, Inc. (NASDAQ: AMD) declined 2.89% in the pre-market trading session on Thursday. after being downgraded by Jefferies.
Prominent short seller Jim Chanos has raised questions about Nvidia Corp. amid reports of the company's potential acquisition of Lepton AI, a server rental startup.
Former Intel CEO Pat Gelsinger says Trump's tariffs helped nudge TSMC's $100 billion U.S. investment, but warns America can't regain chip leadership without relocating core semiconductor R&D back to the United States.
Jim Cramer has criticized potential restrictions on Nvidia Corp. in China, dismissing reports of regulatory challenges as "pathetic."
President Donald Trump said he may reduce tariffs on China to help secure a TikTok sale ahead of an April 5 deadline for ByteDance to divest the app or face a U.S. ban, as tensions rise over tech ownership and national security.
Nvidia shares are trading lower on Wednesday amid overall market weakness, which may be due to uncertainty around tariffs.
Advanced Micro Devices shares are trading lower by 4.6% during Wednesday's session. Shares of chip stocks are trading lower amid overall market weakness, which may be due to tariff volatility.
The Trump Administration announced on Tuesday that it has added more than 50 Chinese organizations to an export restriction list in an effort to hamper the development of China's advanced AI, semiconductors and supercomputing capabilities.
AMD stock is bullish due to Ant Group's partnership and growing data center segment. It continues to take market share from Nvidia.
AMD CEO Lisa Su says silicon scaling may be slowing, but innovation is accelerating — citing China's DeepSeek as a global catalyst and emphasizing AMD's push into advanced packaging, AI GPUs, and versatile gaming PC capabilities.
The S&P 500 and Nasdaq posted their best gains in months, with the S&P 500 climbing 1.76% to 5,767.57 and the Nasdaq rising 2.3% to 18,188.59.
Advanced Micro shares are moving higher on Monday amid market strength on reports suggesting the U.S. could narrow upcoming tariffs.
Wall Street soared Monday, kicking off the week in full risk-on mode as investors welcomed signs of easing trade tensions and stronger-than-expected economic data.
Nvidia bounces back 3.7% on tariff news and AI developments. Despite technical signals, bulls hope for a turnaround.
Qualcomm (NASDAQ: QCOM) has launched three new Snapdragon G-series platforms designed to elevate handheld gaming experiences across various platforms.
On Tuesday, March 18, 2025, Ark Invest, led by Cathie Wood, purchased $7.83 million shares of Tempus AI.
