NVIDIA AMD: Perplexity Choosing Reframes Chip Dominance
Perplexity’s decision to base its AI tooling on Nvidia’s Vera CPUs over AMD’s x86 chips signals a major shift in the ...
AI Hardware
Discover AI Hardware insights from three recent articles about chip partnerships and AI accelerators and how these moves could affect stock trends and your finances.
56 articles
Analog Chip Stocks Rebound as Cycle Turns Higher in 2026
Analogs chip stocks rebound as demand stabilizes and inventories tighten, signaling a cycle turn for the semiconducto...
OpenAI Engineer’s ‘Lol’ Moment Sparks Apple Lawsuit
A new lawsuit alleges a former Apple engineer leveraged a bug to access internal files after joining OpenAI, promptin...
From $124 to $938 Year: Is Micron Rally Recharging Now?
Micron Technology’s shares sit around $938 after a dramatic year that saw the stock surge from roughly $124 to well o...
Why Super Micro Computer Fell 36% in June: A Deep Dive
In June, SMCI faced a sharp 36% slide as investors weighed dilution, changing AI demand tides, and macro uncertainty....
Chip Stocks Just Flashed a Warning, Wall Street Reacts
Chip stocks just flashed a warning sign as margin peaks meet a seasonal pause in demand. Here's how investors should ...
Micron Apple: Still Better for Investors Right Now in 2026
Micron posts strong AI-driven memory demand and rising cloud bookings, while Apple relies on devices and services to ...
Nvidia’s Next Growth Wave Could Deliver 28% Upside Gain
Shares have pulled back from recent highs, but Nvidia’s momentum in AI data centers remains strong. Analysts see a fr...
Forget Nvidia: Might Close the Gap Faster Than Expected
AMD tracks a rapid data-center rebound with 57% YoY growth, challenging Nvidia as hyperscalers back MI450. Investors ...
Organized Crime Building Hardware Fuels AI Theft Economy
Criminal networks are steering toward AI gear as data centers race to meet demand, creating a new cargo-theft economy...
OpenAI’s Wild Week: Custom Chips, DRAM Share, Cold Bet
OpenAI accelerates its shift from software to silicon and bio bets, unveiling a custom chip, a DRAM stake, and a majo...
Is Marvell Stock Soaring: Is It Too Late to Buy Now?
Marvell stock soaring has investors buzzing. This guide breaks down the catalysts, risks, and a practical, step-by-st...