Palantir Technologies' stock has handily outperformed Nvidia so far this year. Palantir should continue to enjoy commercial momentum, while the Trump administration's trade policies weigh on Nvidia.

This technology enabled Nvidia to capture the market quickly, and due to CUDA's proprietary nature, switching to competing ...

CRN rounds up nine acquisitions AMD has made over the past three years to build out its AI capabilities and ramp up ...

Shipments of AMD's GPUs in Q1 declined almost twofold from Q4 despite the launch of Radeon RX 9070-series products that AMD ...

Nvidia’s Blackwell platform and surging AI chip demand position it for major growth despite short-term headwinds and ...

Live Updates Live Coverage Has Ended One Positive... 5:00 pm by Joel South As of 5 p.m. ET, DocuSign is now down 16%. As ...

"I think the title if I was back on the sell side writing about this it would be like Porsche except no substitute or there ...

A CRN analysis found that Nvidia finished the first quarter with more than double the revenue of what Intel and AMD earned ...

Hewlett Packard Enterprise is going through yet another restructuring to reduce costs, something we have seen a lot of in the ...

Three AI companies with the ability to do so are Dell Technologies ( DELL 3.62%), Nvidia ( NVDA 2.92%), and Taiwan ...

Nvidia has added $1 trillion in value over just eight weeks, recovering sharply after a rocky start to 2025. Investors who ...

BofA has raised its price target for Nvidia to $180 from $160, reaffirming the semiconductor giant as its top pick.