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The Latest Breaking News from Patrick Moorhead

Analyst has blunt warning on tech stocks

The tech sector faces a major headwind.

The Street

Nvidia has 'room to grow:' What to watch ahead of earnings

Here's what investors should watch ahead of Nvidia's highly anticipated fourth quarter earnings report.

The Street

DeepSeek selloff was more about Nvidia stock than AI

The stock market's rush to dump tech stocks on DeepSeek news could be a prime buying opportunity.

The Street

From analysis to the latest developments in health,
read the most diverse news in one place.

Tech enthusiasts brace for Trump tariff price hikes on new components

We examine the new Trump tariffs on Canada, China, and Mexico and consider their potential impacts on PCs, components, and peripherals.

Tom’s Hardware

Chinese Antitrust Investigation Into Nvidia 'All Speculative': Tech Expert

Tech experts seemed to downplay Chinese regulators' investigation into Nvidia over an alleged breach of antitrust regulations.

Benzinga

Intel Board Blasted For Handling Of CEO's Sudden Exit As Stock Falls Again

Intel stock fell again Wednesday prompting an industry analyst to accuse the chip giant's board of mishandling its CEO's sudden exit.

Investors Business Daily

China is "the first to train a single generative AI model across multiple data centers" with an innovative mix of "non-sanctioned" GPUs forced by US import blocks on AI tech

Chinese AI data centers are splitting their generative AI workloads across multiple data centers, potentially solving the issue of power limits and working around US-based blocks.

Windows Central

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Here’s why Nvidia’s aggressive sales tactics are in the DOJ's crosshairs

“All of Nvidia’s competitors have issued grievances with me. I’m not going to name them, but you can imagine who they might be,” said Patrick Moorhead of Moor Insights & Strategy.

Fortune

Update: Intel Accelerated Ireland EUV Fab Ramp-Up as Meteor Lake Chips Were In Short Supply

Update 08/02: Patrick Moorhead has published a further tweet, clarifying that "Pat [Gelsinger] didn’t tell me l that there were yield issues. This was *my* interpretation." The text of the article has been updated accordingly to reflect this tweet, as well as Intel statements about accelerating their Ireland Fab 34…

AnandTech

Intel to layoff more than 15% of workforce — 15,000 or more employees — encountered Meteor Lake yield issues, suspends dividend

Intel announced plans to lay off more than 15% of its workforce amid troubling results.

Tom’s Hardware

Why AMD Doesn't Have To Beat Nvidia To Be A Winner In AI Chips

In the red-hot market for AI chips, AMD finds itself in a familiar position — playing No. 2 to the leader, in this case Nvidia. Here's what investors need to know.

Investors Business Daily

The future of AI: Navigating risks and regulations

Patrick Moorhead, CEO and Chief Analyst, Moor Insights joined TheStreet to discuss the potential risks of artificial intelligence.

The Street

This could be the next sector impacted by the AI wave

Patrick Moorhead, CEO and Chief Analyst, Moor Insights & Strategy joined TheStreet to discuss AI's continued dominance and the stocks and sectors he's watching.

The Street

Nvidia Is Walking Tall Now. But Rivals Could Trip Up The AI Chip Giant.

Nvidia has been riding high since generative AI took the tech world by storm. But its path is littered with obstacles that could halt its progress.

Investors Business Daily

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TechRadar

Siri can't beat ChatGPT unless Apple breaks its own rules

Apple's Siri is no conversationalist and it's up for debate if it ever will be.

People

From analysis to the latest developments in health,
read the most diverse news in one place.

Organisations

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