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27.04.26 - 20:42
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NVIDIA Rises 4% to Record Highs on AI Buildout Momentum: Has the Catch-Up Trade Arrived? (24/7 Wall St.)
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Shares of NVIDIA (NASDAQ:NVDA) are surging 4% this Monday afternoon, breaking out to a fresh all-time high as the broader semiconductor rally finally pulls the AI bellwether higher. NVDA stock trades near $216, clearing the prior 52-week peak of $212.17. The move caps a sharp run for chip stocks. NVIDIA shares are up 29% over ... NVIDIA Rises 4% to Record Highs on AI Buildout Momentum: Has the Catch-Up Trade Arrived?...
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27.04.26 - 20:06
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Forget Nvidia: Sudden CPU Shortage Can Make AMD Explode Higher (24/7 Wall St.)
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Nvidia (NASDAQ:NVDA) is everywhere right now because it just posted Q4 revenue of $68.13 billion, up 73.2% year-over-year, and Jensen Huang declared that “the agentic AI inflection point has arrived.” The real opportunity could be elsewhere. The trade everyone is piling into has a name: NVDA. A CPU shortage is quietly reshaping data center economics, ... Forget Nvidia: Sudden CPU Shortage Can Make AMD Explode Higher...
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27.04.26 - 18:30
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Why AMD Can Stay Hotter Longer Than NVIDIA (24/7 Wall St.)
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AMD (NASDAQ: AMD) and NVIDIA (NASDAQ: NVDA) both just delivered the kind of quarters that make me grin at my screen. AMD posted $10.27 billion in Q4 revenue, up 34.1% YoY, while NVIDIA stunned with $68.1 billion, up 73.2%. Different scales, different stories, and in my view, very different setups for the next 12 months. ... Why AMD Can Stay Hotter Longer Than NVIDIA...
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27.04.26 - 18:24
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The 1 Number That Shows Why Nvidia Is Not Done Growing (24/7 Wall St.)
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The 1 Number: 2,957,362 H100-equivalent GPUs. That is what NVIDIA (NASDAQ:NVDA) shipped in a single quarter, and it explains why the AI compute leader still has a long runway. The Number NVIDIA shipped 2,957,362 H100-equivalent units in Q4 2025, according to Epoch AI, a figure that represents nearly two-thirds of all measured AI compute capacity ... The 1 Number That Shows Why Nvidia Is Not Done Growing...
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27.04.26 - 18:24
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Google’s Latest TPU Advances Make the AI Hardware Race Feel Less One-Sided (24/7 Wall St.)
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I'm watching Alphabet (NASDAQ: GOOGL) ahead of first-quarter results due Wednesday, April 29, after the bell. Beyond cloud and ad headlines, this print is really about whether Google's custom silicon story holds up against NVIDIA. Custom Silicon Steps Into the Spotlight The setup is loud. Shares are up 28.10% over the past month and nearly ... Google's Latest TPU Advances Make the AI Hardware Race Feel Less One-Sided...
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27.04.26 - 18:06
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AMD CEO Says We’re Only in Year 2 of 10-Year AI Build Out: Here’s the Stock That Profits Most (24/7 Wall St.)
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AMD (NASDAQ:AMD) CEO Lisa Su told the Axios AI+ Summit last week that “We're only in year two of a 'massive ten-year cycle' of rapid AI advancements and infrastructure build-out.” If that timeline holds, the company best positioned to compound through the remaining eight years is NVIDIA (NASDAQ:NVDA), and one line item from its latest ... AMD CEO Says We're Only in Year 2 of 10-Year AI Build Out: Here's the Stock That Profits Most...
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