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The Latest Breaking News from Nvidia

Follow the Flow: 3 Stocks Absorbing the Market's Biggest Rotation

Larry Benedict identifies NVIDIA, D.R. Horton, and Oracle as top rotation targets as market volatility drives institutional money into Mag 7, housing, and software sectors.

MarketBeat

AMD Stock Buy or Sell in 2026: AI Momentum Fuels Bullish Outlook Despite Valuation Risks

Advanced Micro Devices Inc. shares have delivered strong gains in 2026, but the question of whether to buy, sell or hold the semiconductor giant remains a hot debate on Wall Street as the company rides the artificial intelligence wave while facing steep competition and elevated valuations.

International Business Times

Nvidia Stock Buy or Sell in 2026: AI Dominance Fuels Strong Buy Consensus Despite High Valuation

Nvidia Corp. remains one of the most compelling yet polarizing investment stories in 2026, with Wall Street analysts overwhelmingly recommending investors buy shares of the AI chip leader even as the stock trades at elevated valuations following massive gains driven by insatiable demand for its GPUs.

International Business Times

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Nvidia rolls out GPT-5.5-based Codex to 10,000 of its employees, who apparently all think it's 'mind-blowing' and 'life-changing'

Go on, let me hear what the grumpy office admin really thinks.

PC Gamer

Intel's 20% Explosion: Why 'AI Agents' Just Saved the Most Famous Chipmaker in History

Intel's stock surged over 25% following strong earnings and AI-driven growth, surpassing Wall Street expectations. The company anticipates continued revenue growth despite ongoing chip shortages.

International Business Times UK

'It was awesome to see it work': OpenAI deploys GPT-5.5 Codex across Nvidia Blackwell systems – 50x efficiency boost and 35x cost reduction makes AI ‘viable at enterprise scale’

Nvidia boasts of extreme efficiency and cost savings after deploying OpenAI's Codex on its Blackwell systems.

TechRadar

As Investors Panic Over a Last Oracle Contract, Should You Buy, Sell, or Hold Super Micro Computer Stock?

The AI server maker has reportedly taken a hit of more than a billion dollars.

Barchart

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DeepSeek unveils its newest model at rock-bottom prices and with ‘full support’ from Huawei chips

The narrow gap between DeepSeek and leading U.S. models, as well as its low prices, raises questions about OpenAI’s and Anthropic’s competitive moat.

Fortune

As Google Unveils the A5X AI Infrastructure, Should You Buy, Sell, or Hold GOOGL Stock?

Google just revealed its latest AI infrastructure in partnership with Nvidia.

Barchart

SpaceX is reportedly set to make its own GPUs — but don't think it'll be competing with Nvidia's GeForce cards

Don't think you'll be putting a SpaceX Falcon GPU in your gaming PC rather than an Nvidia, AMD or Intel graphics card.

TechRadar

Can overclocking get 8 GB AMD and Nvidia graphics cards to the performance of their 16 GB versions? Yes, but I've got some bad news for you too

While the 8 GB RX 9060 XT and RTX 5060 Ti cards can often match their 16 GB brethren, VRAM limitations are still a barrier too tall for overclocking alone.

PC Gamer

AMD’s Breakout Isn’t the Story—This Catalyst Is

Advanced Micro Devices' stock price action advances in a macro way, driven by GPU demand and expectations centered on the MI450 launch.

MarketBeat

'This is a fundamentally different company today': Intel reports strong financial results, says its upcoming 14A process is already outpacing early 18A yields

Back in the ring.

PC Gamer

The Alienware 16X Aurora is a gaming powerhouse — here’s my honest verdict after six months of testing

The Dell Alienware 16X Aurora is a great laptop boasting powerful gaming performance, wide color coverage, and plenty of ports. But it has a couple of flaws.

Tom’s Guide

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International Business Times UK

Oklo Stocks Surge as NVIDIA Partnership Ignites Nuclear AI Hype and Wall Street Optimism

Oklo stocks surged following a partnership with Nvidia and Los Alamos National Laboratory, highlighting the potential of clean industrial AI energy. Oklo uses recycled nuclear energy to produce clean electricity.

Roll Call

Lutnick urges boost for trade enforcement at BIS

The Commerce Department says it needs additional funds in fiscal 2027 to enforce export controls and prevent the diversion of semiconductors to China and other foreign adversaries. Testifying Thursday before the House Commerce-Justice-Science Appropriations Subcommittee, Commerce Secretary Howard Lutnick said investment in new law enforcement agents at the Bureau of…

Fortune

Intel CEO Lip Bu Tan crushed Wall Street targets on his 1-year anniversary: We are embracing our 'paranoid' roots

Changes in AI, including the rise of agentic AI, are rekindling demand for CPU chips, says Intel after a blowout quarter that sent shares up 22%.

Fortune

‘Don’t leave’: Jensen Huang challenges billionaire class as he insists ‘highest taxes in the world’ are OK with him

Jensen Huang is still all in on California and he's talking about it with Ro Khanna, the congressman infuriating the billionaire class.

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news in one place.

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Axios

OpenAI releases "Spud" GPT-5.5 model

AI releases are getting faster, more efficient and more powerful.

PC Gamer

Assassin's Creed Black Flag Resynced is finally official, and it's coming in July

After a year of leaks, we finally got to see what it's all about.

Barchart

Google Is Taking on Nvidia With New AI Chips. Does This Make GOOGL Stock a Buy?

Google stock extends gains after tech titan unveils two new TPUs. BMO analysts believe GOOGL shares will rip higher from here as the year unfolds.

Tom’s Hardware

SpaceX says it is going to begin manufacturing GPUs — $1.75 trillion IPO listing reportedly includes in-house GPU production

Elon Musk's SpaceX set to produce 'own GPUs' at its own multi-billion fab as the company warns that it may be unable to purchase all the silicon it needs to meet its goals.

Barchart

Super Micro Computer Stock Plunges on Lost Oracle Contract, but Supply Chain Excesses Could Be the Bigger Problem for SMCI

As investors panic over a lost contract between Super Micro Computer and Oracle, recent supply chain intelligence suggests a much bigger problem exists with its inventory, as slowing business with xAI and other customers weigh on near-term revenue.

Barchart

Should You Buy AMD Stock Before Earnings on May 5? GF Securities Says Yes.

Analysts are hiking their price targets ahead of AMD's earnings on May 5th. Is it time to back up the truck?

International Business Times

Samsung, SK Hynix and TSMC Battle for AI Chip Supremacy in Asia as 2026 Race Intensifies

As artificial intelligence demand drives the global semiconductor industry toward a trillion-dollar scale in 2026, three Asian powerhouses — Taiwan's TSMC, South Korea's Samsung Electronics and SK Hynix — are locked in a high-stakes contest that will largely determine who controls the critical infrastructure powering the AI revolution.

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